Sepio Capital
UNH icon

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
Q3 		$4.2M Sell
11,447
-950
-8% -$382K 0.17% 65
2026
Q2 		$5.15M Sell
12,397
-1,056
-8% -$391K 0.26% 52
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% -$93.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sepio Capital's UNH Position: Q3 2026 in Review

Sepio Capital reduced its UnitedHealth (UNH) stake by 7.7% in Q3 2026, selling an estimated $382K and leaving 11,447 shares worth $4.2M. The position accounts for 0.17% of the portfolio, ranked #65.

Sepio Capital first reported a position in UNH in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.3M in Q2 2021. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Sepio Capital held 11,447 shares of UnitedHealth worth $4.2M as of Q3 2026.
  • Sepio Capital sold 950 UnitedHealth shares in Q3 2026, an estimated $382K.
  • UnitedHealth made up 0.17% of Sepio Capital's portfolio in Q3 2026, its #65 holding.
  • Sepio Capital first reported a position in UnitedHealth in Q3 2020 and has held it in 25 quarters since.
  • Sepio Capital's UnitedHealth position peaked at $6.3M in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Sepio Capital's 13F filing for Q3 2026, filed 22 Oct 2026.