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 Q3	$5.52M	Hold	14,716	–	–	0.31%	97
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%	+$9.9M	0.95%	27
2024 Q1	$383K	Buy	+775	New	+$394K	0.03%	129

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Sienna Gestion's UNH Position: Q3 2026 in Review

Sienna Gestion held its UnitedHealth (UNH) position steady in Q3 2026 at 14,716 shares worth $5.52M. The position accounts for 0.31% of the portfolio, ranked #97.

Sienna Gestion first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.7M in Q3 2024. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Sienna Gestion held 14,716 shares of UnitedHealth worth $5.52M as of Q3 2026.
Sienna Gestion left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.31% of Sienna Gestion's portfolio in Q3 2026, its #97 holding.
Sienna Gestion first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
Sienna Gestion's UnitedHealth position peaked at $15.7M in Q3 2024.
2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Sienna Gestion's 13F filing for Q3 2026, filed 12 Nov 2026.