Senator Investment Group’s UnitedHealth UNH Stock Holding History

Senator Investment Group’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	$77.6M	Buy	186,677 +151,677	+433%	+$56.2M	2.83%	10
2026 Q1	$9.47M	Sell	35,000 -40,000	-53%	-$11.9M	0.43%	52
2025 Q4	$24.8M	Buy	+75,000	New	+$25.4M	0.99%	35
2025 Q1	–	Sell	-75,000	Closed	-$37.9M	–	75
2024 Q4	$37.9M	Buy	+75,000	New	+$42.6M	1.11%	33
2022 Q2	–	Sell	-300,000	Closed	-$153M	–	76
2022 Q1	$153M	Buy	300,000 +50,000	+20%	+$24.1M	4.74%	6
2021 Q4	$126M	Sell	250,000 -50,000	-17%	-$22.6M	2.43%	11
2021 Q3	$117M	Hold	300,000	–	–	2.01%	6
2021 Q2	$120M	Sell	300,000 -200,000	-40%	-$79.7M	2.28%	10
2021 Q1	$186M	Buy	500,000 +250,000	+100%	+$86.6M	3.83%	2
2020 Q4	$87.7M	Buy	+250,000	New	+$83.8M	1.66%	14
2020 Q3	–	Sell	-150,000	Closed	-$44.2M	–	69
2020 Q2	$44.2M	Sell	150,000 -560,000	-79%	-$160M	1.53%	28
2020 Q1	$177M	Buy	710,000 +410,000	+137%	+$113M	6.41%	2
2019 Q4	$88.2M	Buy	+300,000	New	+$78.5M	2.42%	20
2019 Q1	–	Sell	-750,000	Closed	-$187M	–	44
2018 Q4	$187M	Buy	+750,000	New	+$198M	5.21%	8

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Senator Investment Group's UNH Position: Q2 2026 in Review

Senator Investment Group increased its UnitedHealth (UNH) stake by 433% in Q2 2026, buying an estimated $56.2M and bringing the position to 186,677 shares worth $77.6M. The position accounts for 2.83% of the portfolio, ranked #10.

Senator Investment Group first reported a position in UNH in Q4 2018 and has held it in 14 quarters since. The position peaked at $187M in Q4 2018. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Senator Investment Group held 186,677 shares of UnitedHealth worth $77.6M as of Q2 2026.
Senator Investment Group bought 151,677 UnitedHealth shares in Q2 2026, an estimated $56.2M.
UnitedHealth made up 2.83% of Senator Investment Group's portfolio in Q2 2026, its #10 holding.
Senator Investment Group first reported a position in UnitedHealth in Q4 2018 and has held it in 14 quarters since.
Senator Investment Group's UnitedHealth position peaked at $187M in Q4 2018.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Senator Investment Group's 13F filing for Q2 2026, filed 12 Aug 2026.