Sarasin & Partners’s UnitedHealth UNH Stock Holding History

Sarasin & Partners’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-219,051	Closed	-$72.3M	–	94
2025 Q4	$72.3M	Buy	219,051 +79,825	+57%	+$27.1M	0.75%	37
2025 Q3	$48.1M	Sell	139,226 -465,744	-77%	-$141M	0.47%	37
2025 Q2	$189M	Buy	604,970 +50,657	+9%	+$19.4M	1.88%	22
2025 Q1	$290M	Buy	+554,313	New	+$283M	3.15%	11
2024 Q4	–	Sell	-526,309	Closed	-$308M	–	78
2024 Q3	$308M	Buy	+526,309	New	+$298M	2.9%	16

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sarasin & Partners's UNH Position: Q1 2026 in Review

Sarasin & Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 219,051 shares — an estimated $72.3M sold.

Sarasin & Partners first reported a position in UNH in Q3 2024 and held it in 5 quarters. The position peaked at $308M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sarasin & Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Sarasin & Partners sold 219,051 UnitedHealth shares in Q1 2026, an estimated $72.3M.
Sarasin & Partners first reported a position in UnitedHealth in Q3 2024 and held it in 5 quarters.
Sarasin & Partners's UnitedHealth position peaked at $308M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sarasin & Partners's 13F filing for Q1 2026, filed 13 Apr 2026.