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Siemens Fonds Invest’s UnitedHealth UNH Stock Holding History

Siemens Fonds Invest’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 		$6.33M Sell
23,402
-90
-0.4% -$26.8K 0.36% 55
2025
Q4 		$7.8M Sell
23,492
-8,167
-26% -$2.77M 0.42% 46
2025
Q3 		$10.9M Buy
31,659
+746
+2% +$226K 0.6% 25
2025
Q2 		$9.64M Buy
30,913
+1,728
+6% +$660K 0.57% 26
2025
Q1 		$15.3M Sell
29,185
-1,347
-4% -$689K 1.05% 14
2024
Q4 		$15.5M Sell
30,532
-194
-0.6% -$110K 1.04% 13
2024
Q3 		$17.1M Sell
30,726
-83
-0.3% -$46.9K 1.36% 9
2024
Q2 		$15.7M Buy
30,809
+80
+0.3% +$39.2K 1.17% 10
2024
Q1 		$15.2M Buy
30,729
+657
+2% +$334K 1.17% 9
2023
Q4 		$15.8M Sell
30,072
-702
-2% -$374K 1.29% 8
2023
Q3 		$15.5M Sell
30,774
-1,628
-5% -$801K 1.57% 7
2023
Q2 		$15.5M Sell
32,402
-206
-0.6% -$101K 1.51% 7
2023
Q1 		$15.4M Sell
32,608
-1,215
-4% -$586K 1.61% 6
2022
Q4 		$17.9M Sell
33,823
-1,365
-4% -$723K 1.79% 5
2022
Q3 		$17.8M Sell
35,188
-401
-1% -$211K 2.04% 5
2022
Q2 		$18.3M Sell
35,589
-247
-0.7% -$124K 1.94% 5
2022
Q1 		$18.3M Sell
35,836
-18
-0.1% -$8.68K 1.48% 8
2021
Q4 		$18.1M Sell
35,854
-304
-0.8% -$138K 1.19% 10
2021
Q3 		$14.1M Buy
36,158
+1,676
+5% +$694K 0.94% 11
2021
Q2 		$13.8M Sell
34,482
-2,494
-7% -$994K 1.64% 8
2021
Q1 		$13.8M Buy
36,976
+4,548
+14% +$1.58M 1.33% 11
2020
Q4 		$11.2M Buy
+32,428
New +$10.9M 1.16% 16

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

Siemens Fonds Invest's UNH Position: Q1 2026 in Review

Siemens Fonds Invest reduced its UnitedHealth (UNH) stake by 0.38% in Q1 2026, selling an estimated $26.8K and leaving 23,402 shares worth $6.33M. The position accounts for 0.36% of the portfolio, ranked #55.

Siemens Fonds Invest first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.3M in Q2 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Siemens Fonds Invest held 23,402 shares of UnitedHealth worth $6.33M as of Q1 2026.
  • Siemens Fonds Invest sold 90 UnitedHealth shares in Q1 2026, an estimated $26.8K.
  • UnitedHealth made up 0.36% of Siemens Fonds Invest's portfolio in Q1 2026, its #55 holding.
  • Siemens Fonds Invest first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's UnitedHealth position peaked at $18.3M in Q2 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.