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Sepio Capital’s UnitedHealth UNH Stock Holding History

Sepio Capital’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 		$3.64M Sell
13,453
-852
-6% -$254K 0.2% 68
2025
Q4 		$4.72M Buy
14,305
+7,385
+107% +$2.5M 0.26% 57
2025
Q3 		$2.39M Buy
6,920
+1,186
+21% +$359K 0.14% 94
2025
Q2 		$1.79M Buy
5,734
+46
+0.8% +$17.6K 0.13% 111
2025
Q1 		$2.98M Sell
5,688
-183
-3% -$93.5K 0.24% 72
2024
Q4 		$2.97M Sell
5,871
-197
-3% -$112K 0.24% 74
2024
Q3 		$3.55M Buy
6,068
+246
+4% +$139K 0.28% 62
2024
Q2 		$2.96M Buy
5,822
+20
+0.3% +$9.8K 0.27% 76
2024
Q1 		$2.87M Sell
5,802
-610
-10% -$310K 0.25% 86
2023
Q4 		$3.38M Buy
6,412
+526
+9% +$281K 0.28% 60
2023
Q3 		$2.97M Sell
5,886
-642
-10% -$316K 0.26% 83
2023
Q2 		$3.14M Sell
6,528
-181
-3% -$88.5K 0.25% 108
2023
Q1 		$3.17M Sell
6,709
-383
-5% -$185K 0.29% 98
2022
Q4 		$3.76M Buy
7,092
+35
+0.5% +$18.5K 0.32% 80
2022
Q3 		$3.56M Sell
7,057
-18
-0.3% -$9.46K 0.35% 90
2022
Q2 		$3.63M Buy
7,075
+247
+4% +$124K 0.37% 87
2022
Q1 		$3.48M Sell
6,828
-2,566
-27% -$1.24M 0.31% 100
2021
Q4 		$4.72M Buy
9,394
+321
+4% +$145K 0.35% 80
2021
Q3 		$3.54M Sell
9,073
-6,654
-42% -$2.76M 0.29% 109
2021
Q2 		$6.3M Buy
15,727
+10,823
+221% +$4.32M 0.52% 42
2021
Q1 		$1.82M Sell
4,904
-999
-17% -$346K 0.17% 155
2020
Q4 		$2.07M Buy
5,903
+4,585
+348% +$1.54M 0.18% 144
2020
Q3 		$411K Buy
+1,318
New +$405K 0.04% 283

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

Sepio Capital's UNH Position: Q1 2026 in Review

Sepio Capital reduced its UnitedHealth (UNH) stake by 6% in Q1 2026, selling an estimated $254K and leaving 13,453 shares worth $3.64M. The position accounts for 0.2% of the portfolio, ranked #68.

Sepio Capital first reported a position in UNH in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.3M in Q2 2021. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sepio Capital held 13,453 shares of UnitedHealth worth $3.64M as of Q1 2026.
  • Sepio Capital sold 852 UnitedHealth shares in Q1 2026, an estimated $254K.
  • UnitedHealth made up 0.2% of Sepio Capital's portfolio in Q1 2026, its #68 holding.
  • Sepio Capital first reported a position in UnitedHealth in Q3 2020 and has held it in 23 quarters since.
  • Sepio Capital's UnitedHealth position peaked at $6.3M in Q2 2021.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sepio Capital's 13F filing for Q1 2026, filed 13 May 2026.