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 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 $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

Senator Investment Group's UNH Position: Q1 2026 in Review

Senator Investment Group reduced its UnitedHealth (UNH) stake by 53% in Q1 2026, selling an estimated $11.9M and leaving 35,000 shares worth $9.47M. The position accounts for 0.43% of the portfolio, ranked #52.

Senator Investment Group first reported a position in UNH in Q4 2018 and has held it in 13 quarters since. The position peaked at $187M in Q4 2018. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Senator Investment Group held 35,000 shares of UnitedHealth worth $9.47M as of Q1 2026.
Senator Investment Group sold 40,000 UnitedHealth shares in Q1 2026, an estimated $11.9M.
UnitedHealth made up 0.43% of Senator Investment Group's portfolio in Q1 2026, its #52 holding.
Senator Investment Group first reported a position in UnitedHealth in Q4 2018 and has held it in 13 quarters since.
Senator Investment Group's UnitedHealth position peaked at $187M in Q4 2018.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Senator Investment Group's 13F filing for Q1 2026, filed 13 May 2026.