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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
2019
Q1 		– Sell
-29,534
Closed -$7.36M – 311
2018
Q4 		$7.36M Buy
+29,534
New +$7.8M 0.53% 33

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sepio Capital's UNH Position: Q2 2026 in Review

Sepio Capital reduced its UnitedHealth (UNH) stake by 7.8% in Q2 2026, selling an estimated $391K and leaving 12,397 shares worth $5.15M. The position accounts for 0.26% of the portfolio, ranked #52.

Sepio Capital first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.3M in Q2 2021. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sepio Capital held 12,397 shares of UnitedHealth worth $5.15M as of Q2 2026.
  • Sepio Capital sold 1,056 UnitedHealth shares in Q2 2026, an estimated $391K.
  • UnitedHealth made up 0.26% of Sepio Capital's portfolio in Q2 2026, its #52 holding.
  • Sepio Capital first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Sepio Capital's UnitedHealth position peaked at $6.3M in Q2 2021.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sepio Capital's 13F filing for Q2 2026, filed 28 Jul 2026.