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Sienna Gestion’s UnitedHealth UNH Stock Holding History

Sienna Gestion’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
Q2 		$6.25M Buy
+14,716
New +$5.45M 0.37% 93
2026
Q1 		– Sell
-24,625
Closed -$8.14M – 166
2025
Q4 		$8.14M Sell
24,625
-2,188
-8% -$741K 0.48% 74
2025
Q3 		$8.44M Hold
26,813
– – 0.59% 58
2025
Q2 		$7.64M Buy
26,813
+2,448
+10% +$936K 0.53% 67
2025
Q1 		$12.4M Sell
24,365
-2,571
-10% -$1.31M 1% 22
2024
Q4 		$13.6M Hold
26,936
– – 0.92% 23
2024
Q3 		$15.7M Buy
26,936
+5,862
+28% +$3.32M 1.05% 20
2024
Q2 		$10.7M Buy
21,074
+20,299
+2,619% +$9.95M 0.95% 27
2024
Q1 		$383K Buy
+775
New +$394K 0.03% 129

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

Sienna Gestion's UNH Position: Q2 2026 in Review

Sienna Gestion opened a new position in UnitedHealth (UNH) in Q2 2026: 14,716 shares worth $6.25M. The stake represents 0.37% of the portfolio and ranks #93 among its holdings. This is a return to the name: Sienna Gestion previously reported a position in UNH as recently as Q4 2025.

Sienna Gestion first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.7M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sienna Gestion held 14,716 shares of UnitedHealth worth $6.25M as of Q2 2026.
  • UnitedHealth was a new Sienna Gestion position in Q2 2026.
  • UnitedHealth made up 0.37% of Sienna Gestion's portfolio in Q2 2026, its #93 holding.
  • Sienna Gestion first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
  • Sienna Gestion's UnitedHealth position peaked at $15.7M in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.