Schroder Investment Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $170M | Sell |
627,534
-503,564
| -45% | -$150M | 0.14% | 141 |
|
|
2025
Q4 | $373M | Sell |
1,131,098
-84,409
| -7% | -$28.6M | 0.28% | 70 |
|
|
2025
Q3 | $420M | Buy |
1,215,507
+317,284
| +35% | +$96M | 0.33% | 64 |
|
|
2025
Q2 | $280M | Sell |
898,223
-939,662
| -51% | -$359M | 0.24% | 89 |
|
|
2025
Q1 | $963M | Sell |
1,837,885
-165,877
| -8% | -$84.8M | 0.97% | 16 |
|
|
2024
Q4 | $1.01B | Sell |
2,003,762
-56,468
| -3% | -$32.1M | 0.97% | 15 |
|
|
2024
Q3 | $1.2B | Buy |
2,060,230
+741,899
| +56% | +$420M | 1.23% | 12 |
|
|
2024
Q2 | $671M | Sell |
1,318,331
-101,021
| -7% | -$49.5M | 0.74% | 22 |
|
|
2024
Q1 | $702M | Sell |
1,419,352
-419,820
| -23% | -$213M | 0.83% | 21 |
|
|
2023
Q4 | $968M | Buy |
1,839,172
+178,137
| +11% | +$95M | 1.26% | 12 |
|
|
2023
Q3 | $837M | Buy |
1,661,035
+17,050
| +1% | +$8.39M | 1.25% | 11 |
|
|
2023
Q2 | $790M | Sell |
1,643,985
-642,548
| -28% | -$314M | 1.13% | 12 |
|
|
2023
Q1 | $1.08B | Sell |
2,286,533
-13,801
| -0.6% | -$6.66M | 1.61% | 6 |
|
|
2022
Q4 | $1.22B | Sell |
2,300,334
-78,065
| -3% | -$41.4M | 1.94% | 4 |
|
|
2022
Q3 | $1.2B | Sell |
2,378,399
-117,030
| -5% | -$61.5M | 1.99% | 5 |
|
|
2022
Q2 | $1.28B | Buy |
2,495,429
+61,248
| +3% | +$30.8M | 1.95% | 4 |
|
|
2022
Q1 | $1.27B | Sell |
2,434,181
-256,270
| -10% | -$124M | 1.67% | 5 |
|
|
2021
Q4 | $1.35B | Buy |
2,690,451
+424,168
| +19% | +$192M | 1.76% | 6 |
|
|
2021
Q3 | $886M | Sell |
2,266,283
-343,856
| -13% | -$142M | 1.36% | 9 |
|
|
2021
Q2 | $1.05B | Buy |
2,610,139
+16,736
| +0.6% | +$6.67M | 1.31% | 8 |
|
|
2021
Q1 | $965M | Buy |
2,593,403
+201,443
| +8% | +$69.8M | 1.25% | 11 |
|
|
2020
Q4 | $839M | Sell |
2,391,960
-66,825
| -3% | -$22.4M | 1.18% | 12 |
|
|
2020
Q3 | $767M | Buy |
2,458,785
+326,798
| +15% | +$100M | 1.23% | 10 |
|
|
2020
Q2 | $629M | Buy |
2,131,987
+416,077
| +24% | +$119M | 1.14% | 11 |
|
|
2020
Q1 | $426M | Sell |
1,715,910
-55,823
| -3% | -$15.4M | 0.91% | 16 |
|
|
2019
Q4 | $521M | Buy |
1,771,733
+18,849
| +1% | +$4.93M | 0.85% | 16 |
|
|
2019
Q3 | $377M | Buy |
1,752,884
+164,752
| +10% | +$39.8M | 0.67% | 28 |
|
|
2019
Q2 | $388M | Sell |
1,588,132
-212,740
| -12% | -$51.2M | 0.7% | 27 |
|
|
2019
Q1 | $445M | Buy |
1,800,872
+128,439
| +8% | +$32.8M | 0.79% | 19 |
|
|
2018
Q4 | $417K | Sell |
1,672,433
-253,611
| -13% | -$67M | 0.75% | 21 |
|
|
2018
Q3 | $512M | Buy |
1,926,044
+162,340
| +9% | +$42.2M | 0.88% | 17 |
|
|
2018
Q2 | $432M | Sell |
1,763,704
-269,328
| -13% | -$64.7M | 0.76% | 20 |
|
|
2018
Q1 | $435M | Sell |
2,033,032
-37,803
| -2% | -$8.63M | 0.75% | 18 |
|
|
2017
Q4 | $457M | Buy |
2,070,835
+49,444
| +2% | +$10.5M | 0.75% | 17 |
|
|
2017
Q3 | $396M | Sell |
2,021,391
-116,718
| -5% | -$22.5M | 0.69% | 23 |
|
|
2017
Q2 | $396M | Buy |
2,138,109
+13,915
| +0.7% | +$2.44M | 0.71% | 22 |
|
|
2017
Q1 | $350M | Sell |
2,124,194
-369,396
| -15% | -$60.5M | 0.63% | 25 |
|
|
2016
Q4 | $399M | Sell |
2,493,590
-494,457
| -17% | -$73.9M | 0.76% | 19 |
|
|
2016
Q3 | $418M | Sell |
2,988,047
-92,477
| -3% | -$13M | 0.78% | 20 |
|
|
2016
Q2 | $435M | Sell |
3,080,524
-329,397
| -10% | -$43.9M | 0.87% | 15 |
|
|
2016
Q1 | $442M | Sell |
3,409,921
-597,321
| -15% | -$70.7M | 0.91% | 16 |
|
|
2015
Q4 | $471M | Sell |
4,007,242
-26,062
| -0.6% | -$3.05M | 0.97% | 11 |
|
|
2015
Q3 | $468M | Sell |
4,033,304
-308,708
| -7% | -$36.9M | 0.99% | 8 |
|
|
2015
Q2 | $526M | Buy |
4,342,012
+905,012
| +26% | +$107M | 1.03% | 8 |
|
|
2015
Q1 | $406M | Sell |
3,437,000
-1,464,441
| -30% | -$163M | 0.79% | 16 |
|
|
2014
Q4 | $495M | Buy |
4,901,441
+499,175
| +11% | +$47.3M | 0.97% | 9 |
|
|
2014
Q3 | $380M | Buy |
4,402,266
+86,008
| +2% | +$7.27M | 0.51% | 37 |
|
|
2014
Q2 | $353M | Buy |
4,316,258
+510,505
| +13% | +$40.2M | 0.44% | 43 |
|
|
2014
Q1 | $312M | Buy |
3,805,753
+1,091,388
| +40% | +$82.1M | 0.35% | 55 |
|
|
2013
Q4 | $204M | Buy |
2,714,365
+327,851
| +14% | +$23.6M | 0.26% | 73 |
|
|
2013
Q3 | $171M | Buy |
2,386,514
+335,156
| +16% | +$24M | 0.41% | 56 |
|
|
2013
Q2 | $134M | Buy |
+2,051,358
| New | +$128M | 0.36% | 67 |
|
Other funds holding UNH
VCM
VPM
Schroder Investment Management Group's UNH Position: Q1 2026 in Review
Schroder Investment Management Group reduced its UnitedHealth (UNH) stake by 45% in Q1 2026, selling an estimated $150M and leaving 627,534 shares worth $170M. The position accounts for 0.14% of the portfolio, ranked #141.
Schroder Investment Management Group first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.35B in Q4 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Schroder Investment Management Group held 627,534 shares of UnitedHealth worth $170M as of Q1 2026.
- Schroder Investment Management Group sold 503,564 UnitedHealth shares in Q1 2026, an estimated $150M.
- UnitedHealth made up 0.14% of Schroder Investment Management Group's portfolio in Q1 2026, its #141 holding.
- Schroder Investment Management Group first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Schroder Investment Management Group's UnitedHealth position peaked at $1.35B in Q4 2021.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.