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Sompo Asset Management’s UnitedHealth UNH Stock Holding History

Sompo Asset Management’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 		$1M Sell
2,410
-390
-14% -$145K 0.16% 83
2026
Q1 		$758K Hold
2,800
– – 0.14% 95
2025
Q4 		$924K Buy
2,800
+20
+0.7% +$6.78K 0.16% 88
2025
Q3 		$960K Buy
2,780
+270
+11% +$81.7K 0.17% 85
2025
Q2 		$783K Sell
2,510
-10
-0.4% -$3.82K 0.14% 102
2025
Q1 		$1.32M Buy
2,520
+40
+2% +$20.4K 0.25% 69
2024
Q4 		$1.25M Buy
2,480
+150
+6% +$85.2K 0.21% 70
2024
Q3 		$1.36M Buy
2,330
+50
+2% +$28.3K 0.21% 67
2024
Q2 		$1.16M Buy
2,280
+20
+0.9% +$9.8K 0.2% 74
2024
Q1 		$1.12M Sell
2,260
-150
-6% -$76.3K 0.18% 77
2023
Q4 		$1.27M Sell
2,410
-240
-9% -$128K 0.23% 72
2023
Q3 		$1.34M Buy
2,650
+520
+24% +$256K 0.29% 67
2023
Q2 		$1.02M Buy
2,130
+70
+3% +$34.2K 0.19% 81
2023
Q1 		$974K Buy
2,060
+250
+14% +$121K 0.2% 86
2022
Q4 		$960K Sell
1,810
-270
-13% -$143K 0.22% 91
2022
Q3 		$1.05M Buy
2,080
+1,060
+104% +$557K 0.27% 80
2022
Q2 		$523K Sell
1,020
-110
-10% -$55.2K 0.13% 111
2022
Q1 		$576K Sell
1,130
-30
-3% -$14.5K 0.12% 117
2021
Q4 		$582K Buy
1,160
+80
+7% +$36.2K 0.12% 121
2021
Q3 		$421K Sell
1,080
-40
-4% -$16.6K 0.1% 126
2021
Q2 		$448K Buy
+1,120
New +$447K 0.09% 125
2017
Q1 		– Sell
-11,380
Closed -$1.82M – 105
2016
Q4 		$1.82M Buy
+11,380
New +$1.7M 0.24% 83

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

Sompo Asset Management's UNH Position: Q2 2026 in Review

Sompo Asset Management reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $145K and leaving 2,410 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #83.

Sompo Asset Management first reported a position in UNH in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.82M in Q4 2016. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sompo Asset Management held 2,410 shares of UnitedHealth worth $1M as of Q2 2026.
  • Sompo Asset Management sold 390 UnitedHealth shares in Q2 2026, an estimated $145K.
  • UnitedHealth made up 0.16% of Sompo Asset Management's portfolio in Q2 2026, its #83 holding.
  • Sompo Asset Management first reported a position in UnitedHealth in Q4 2016 and has held it in 22 quarters since.
  • Sompo Asset Management's UnitedHealth position peaked at $1.82M in Q4 2016.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.