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Sentry Investment Management’s UnitedHealth UNH Stock Holding History

Sentry 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
Q1 		– Sell
-2,315
Closed -$764K – 462
2025
Q4 		$764K Hold
2,315
– – 0.5% 31
2025
Q3 		$856K Sell
2,315
-1,855
-44% -$561K 0.57% 27
2025
Q2 		$1.28M Buy
4,170
+1,157
+38% +$442K 0.71% 20
2025
Q1 		$1.58M Buy
3,013
+30
+1% +$15.3K 1.07% 13
2024
Q4 		$1.51M Sell
2,983
-2,184
-42% -$1.24M 0.72% 21
2024
Q3 		$3.02M Buy
5,167
+453
+10% +$256K 1.27% 10
2024
Q2 		$2.4M Sell
4,714
-965
-17% -$473K 1.07% 15
2024
Q1 		$2.81M Hold
5,679
– – 1.09% 12
2023
Q4 		$2.99M Buy
5,679
+300
+6% +$160K 1.28% 10
2023
Q3 		$2.71M Sell
5,379
-1,091
-17% -$537K 1.3% 11
2023
Q2 		$3.11M Buy
6,470
+9
+0.1% +$4.4K 1.17% 11
2023
Q1 		$3.05M Sell
6,461
-514
-7% -$248K 1.26% 11
2022
Q4 		$3.7M Buy
6,975
+456
+7% +$242K 1.63% 6
2022
Q3 		$3.29M Hold
6,519
– – 1.56% 8
2022
Q2 		$3.35M Sell
6,519
-1,167
-15% -$586K 1.51% 9
2022
Q1 		$3.92M Sell
7,686
-1,181
-13% -$570K 1.25% 10
2021
Q4 		$4.45M Hold
8,867
– – 1.17% 11
2021
Q3 		$3.46M Sell
8,867
-1,232
-12% -$510K 1.01% 13
2021
Q2 		$4.04M Buy
10,099
+971
+11% +$387K 1.03% 11
2021
Q1 		$3.4M Sell
9,128
-51,219
-85% -$17.7M 0.94% 14
2020
Q4 		$21.2M Sell
60,347
-1,136
-2% -$381K 1.06% 13
2020
Q3 		$19.2M Buy
61,483
+6,248
+11% +$1.92M 1.07% 17
2020
Q2 		$16.3M Buy
55,235
+8,132
+17% +$2.33M 0.99% 14
2020
Q1 		$11.7M Sell
47,103
-809
-2% -$223K 0.87% 20
2019
Q4 		$14.1M Sell
47,912
-11,770
-20% -$3.08M 0.84% 20
2019
Q3 		$13M Buy
59,682
+11,770
+25% +$2.84M 0.85% 22
2019
Q2 		$11.7M Sell
47,912
-3,930
-8% -$945K 0.77% 26
2019
Q1 		$12.8M Sell
51,842
-11,828
-19% -$3.02M 0.89% 22
2018
Q4 		$15.9M Sell
63,670
-927
-1% -$245K 1.15% 12
2018
Q3 		$17.2M Hold
64,597
– – 1.05% 14
2018
Q2 		$15.8M Buy
64,597
+1,759
+3% +$422K 1.03% 15
2018
Q1 		$13.4M Sell
62,838
-15,723
-20% -$3.59M 0.82% 22
2017
Q4 		$17.3M Buy
78,561
+822
+1% +$174K 0.94% 18
2017
Q3 		$15.2M Buy
77,739
+2,238
+3% +$432K 0.57% 30
2017
Q2 		$14M Sell
75,501
-2
-0% -$351 0.55% 30
2017
Q1 		$12.4M Sell
75,503
-2,318
-3% -$380K 0.51% 38
2016
Q4 		$12.5M Buy
77,821
+1,078
+1% +$161K 0.52% 34
2016
Q3 		$10.7M Buy
76,743
+4,404
+6% +$617K 0.47% 41
2016
Q2 		$10.2M Hold
72,339
– – 0.45% 42
2016
Q1 		$9.32M Hold
72,339
– – 0.42% 43
2015
Q4 		$8.51M Buy
72,339
+21,154
+41% +$2.47M 0.39% 46
2015
Q3 		$5.94M Sell
51,185
-3,100
-6% -$371K 0.29% 65
2015
Q2 		$6.62M Sell
54,285
-10,497
-16% -$1.24M 0.31% 62
2015
Q1 		$7.66M Buy
64,782
+2,700
+4% +$300K 0.36% 53
2014
Q4 		$6.28M Buy
62,082
+13,319
+27% +$1.26M 0.3% 59
2014
Q3 		$4.21M Sell
48,763
-5,722
-11% -$484K 0.22% 77
2014
Q2 		$4.45M Sell
54,485
-3,881
-7% -$305K 0.23% 73
2014
Q1 		$4.79M Hold
58,366
– – 0.25% 65
2013
Q4 		$4.39M Sell
58,366
-6,900
-11% -$496K 0.24% 68
2013
Q3 		$4.67M Buy
65,266
+15,264
+31% +$1.09M 0.28% 54
2013
Q2 		$3.27M Buy
+50,002
New +$3.11M 0.19% 56

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sentry Investment Management's UNH Position: Q1 2026 in Review

Sentry Investment Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,315 shares — an estimated $764K sold.

Sentry Investment Management first reported a position in UNH in Q2 2013 and held it in 51 quarters. The position peaked at $21.2M in Q4 2020. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sentry Investment Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 2,315 UnitedHealth shares in Q1 2026, an estimated $764K.
  • Sentry Investment Management first reported a position in UnitedHealth in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's UnitedHealth position peaked at $21.2M in Q4 2020.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.