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Seilern Investment Management’s UnitedHealth UNH Stock Holding History

Seilern Investment Management’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
Q2 		$66.5M Sell
160,023
-121,096
-43% -$44.9M 8.38% 2
2026
Q1 		$76.1M Sell
281,119
-74,817
-21% -$22.3M 9.07% 2
2025
Q4 		$117M Sell
355,936
-29,784
-8% -$10.1M 9.11% 2
2025
Q3 		$133M Sell
385,720
-6,961
-2% -$2.11M 9.63% 1
2025
Q2 		$123M Buy
392,681
+129,583
+49% +$49.5M 8.08% 3
2025
Q1 		$138M Sell
263,098
-39,386
-13% -$20.1M 9.01% 2
2024
Q4 		$153M Buy
+302,484
New +$172M 8.72% 3

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Seilern Investment Management's UNH Position: Q2 2026 in Review

Seilern Investment Management reduced its UnitedHealth (UNH) stake by 43% in Q2 2026, selling an estimated $44.9M and leaving 160,023 shares worth $66.5M. The position accounts for 8.38% of the portfolio, ranked #2.

Seilern Investment Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $153M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Seilern Investment Management held 160,023 shares of UnitedHealth worth $66.5M as of Q2 2026.
  • Seilern Investment Management sold 121,096 UnitedHealth shares in Q2 2026, an estimated $44.9M.
  • UnitedHealth made up 8.38% of Seilern Investment Management's portfolio in Q2 2026, its #2 holding.
  • Seilern Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Seilern Investment Management's UnitedHealth position peaked at $153M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Seilern Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.