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Sterling Investment Management’s UnitedHealth UNH Stock Holding History

Sterling Investment 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
Q1 		– Sell
-2,008
Closed -$663K – 72
2025
Q4 		$663K Sell
2,008
-2,277
-53% -$772K 0.38% 53
2025
Q3 		$1.48M Buy
4,285
+92
+2% +$27.8K 0.89% 31
2025
Q2 		$1.31M Sell
4,193
-18
-0.4% -$6.88K 0.87% 34
2025
Q1 		$2.21M Sell
4,211
-116
-3% -$59.3K 1.57% 24
2024
Q4 		$2.19M Sell
4,327
-54
-1% -$30.7K 1.72% 22
2024
Q3 		$2.56M Sell
4,381
-275
-6% -$156K 1.94% 19
2024
Q2 		$2.37M Sell
4,656
-608
-12% -$298K 1.8% 20
2024
Q1 		$2.6M Buy
5,264
+1
+0% +$508 1.84% 18
2023
Q4 		$2.77M Sell
5,263
-13
-0.2% -$6.93K 2.03% 14
2023
Q3 		$2.66M Sell
5,276
-75
-1% -$36.9K 2.37% 15
2023
Q2 		$2.57M Sell
5,351
-52
-1% -$25.4K 2.04% 15
2023
Q1 		$2.55M Buy
5,403
+991
+22% +$478K 2.03% 14
2022
Q4 		$2.34M Sell
4,412
-285
-6% -$151K 1.88% 15
2022
Q3 		$2.37M Buy
4,697
+1,379
+42% +$725K 2% 13
2022
Q2 		$1.7M Buy
3,318
+981
+42% +$493K 1.42% 20
2022
Q1 		$1.19M Sell
2,337
-380
-14% -$183K 0.84% 43
2021
Q4 		$1.36M Sell
2,717
-16
-0.6% -$7.24K 0.85% 45
2021
Q3 		$1.07M Sell
2,733
-60
-2% -$24.9K 0.68% 49
2021
Q2 		$1.12M Sell
2,793
-87
-3% -$34.7K 0.73% 42
2021
Q1 		$1.07M Sell
2,880
-136
-5% -$47.1K 0.73% 40
2020
Q4 		$1.06M Buy
3,016
+36
+1% +$12.1K 0.75% 40
2020
Q3 		$929K Sell
2,980
-964
-24% -$296K 0.69% 39
2020
Q2 		$1.16M Buy
3,944
+658
+20% +$189K 0.9% 39
2020
Q1 		$819K Sell
3,286
-1,781
-35% -$490K 0.71% 36
2019
Q4 		$1.49M Sell
5,067
-33
-0.6% -$8.63K 0.99% 30
2019
Q3 		$1.11M Sell
5,100
-5,893
-54% -$1.42M 0.81% 33
2019
Q2 		$2.68M Sell
10,993
-335
-3% -$80.6K 2.08% 15
2019
Q1 		$2.8M Sell
11,328
-3,202
-22% -$817K 2.17% 14
2018
Q4 		$3.62M Sell
14,530
-542
-4% -$143K 3.03% 10
2018
Q3 		$4.01M Sell
15,072
-136
-0.9% -$35.4K 2.91% 10
2018
Q2 		$3.73M Buy
15,208
+780
+5% +$187K 2.89% 9
2018
Q1 		$3.09M Buy
14,428
+3,720
+35% +$850K 2.49% 10
2017
Q4 		$2.36M Buy
10,708
+679
+7% +$144K 2.52% 13
2017
Q3 		$1.96M Sell
10,029
-475
-5% -$91.8K 2.67% 12
2017
Q2 		$1.95M Sell
10,504
-92
-0.9% -$16.1K 2.57% 15
2017
Q1 		$1.74M Buy
10,596
+284
+3% +$46.5K 2.43% 15
2016
Q4 		$1.65M Sell
10,312
-337
-3% -$50.3K 2.36% 16
2016
Q3 		$1.49M Sell
10,649
-15
-0.1% -$2.1K 2.18% 19
2016
Q2 		$1.51M Sell
10,664
-421
-4% -$56.1K 2.06% 20
2016
Q1 		$1.43M Sell
11,085
-5,181
-32% -$613K 1.94% 23
2015
Q4 		$1.91M Sell
16,266
-1,630
-9% -$191K 1.66% 29
2015
Q3 		$2.08M Sell
17,896
-190
-1% -$22.7K 1.63% 29
2015
Q2 		$2.21M Sell
18,086
-933
-5% -$110K 1.66% 28
2015
Q1 		$2.25M Sell
19,019
-763
-4% -$84.7K 1.59% 30
2014
Q4 		$2M Sell
19,782
-800
-4% -$75.8K 1.38% 29
2014
Q3 		$1.77M Sell
20,582
-135
-0.7% -$11.4K 1.24% 30
2014
Q2 		$1.69M Sell
20,717
-400
-2% -$31.5K 1.19% 31
2014
Q1 		$1.73M Sell
21,117
-30
-0.1% -$2.26K 1.27% 29
2013
Q4 		$1.59M Sell
21,147
-1,315
-6% -$94.5K 1.15% 30
2013
Q3 		$1.61M Sell
22,462
-10
-0% -$716 1.13% 31
2013
Q2 		$1.47M Buy
+22,472
New +$1.4M 1.04% 34

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

Sterling Investment Management's UNH Position: Q1 2026 in Review

Sterling Investment Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,008 shares — an estimated $663K sold.

Sterling Investment Management first reported a position in UNH in Q2 2013 and held it in 51 quarters. The position peaked at $4.01M in Q3 2018. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sterling Investment Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Sterling Investment Management sold 2,008 UnitedHealth shares in Q1 2026, an estimated $663K.
  • Sterling Investment Management first reported a position in UnitedHealth in Q2 2013 and held it in 51 quarters.
  • Sterling Investment Management's UnitedHealth position peaked at $4.01M in Q3 2018.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sterling Investment Management's 13F filing for Q1 2026, filed 4 May 2026.