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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sienna Gestion's UNH Position: Q1 2026 in Review

Sienna Gestion sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 24,625 shares — an estimated $8.14M sold.

Sienna Gestion first reported a position in UNH in Q1 2024 and held it in 8 quarters. The position peaked at $15.7M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sienna Gestion reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Sienna Gestion sold 24,625 UnitedHealth shares in Q1 2026, an estimated $8.14M.
Sienna Gestion first reported a position in UnitedHealth in Q1 2024 and held it in 8 quarters.
Sienna Gestion's UnitedHealth position peaked at $15.7M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.