Sumitomo Mitsui Trust Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $707M | Sell |
2,614,343
-56,548
| -2% | -$16.8M | 0.46% | 35 |
|
|
2025
Q4 | $882M | Sell |
2,670,891
-13,750
| -0.5% | -$4.66M | 0.52% | 27 |
|
|
2025
Q3 | $927M | Sell |
2,684,641
-171,076
| -6% | -$51.7M | 0.53% | 28 |
|
|
2025
Q2 | $891M | Buy |
2,855,717
+240,664
| +9% | +$92M | 0.56% | 28 |
|
|
2025
Q1 | $1.37B | Sell |
2,615,053
-4,496
| -0.2% | -$2.3M | 0.97% | 14 |
|
|
2024
Q4 | $1.33B | Buy |
2,619,549
+12,322
| +0.5% | +$7M | 0.89% | 14 |
|
|
2024
Q3 | $1.52B | Buy |
2,607,227
+10,816
| +0.4% | +$6.12M | 1.06% | 11 |
|
|
2024
Q2 | $1.32B | Sell |
2,596,411
-124,968
| -5% | -$61.3M | 0.98% | 12 |
|
|
2024
Q1 | $1.35B | Sell |
2,721,379
-2,891
| -0.1% | -$1.47M | 0.92% | 12 |
|
|
2023
Q4 | $1.43B | Sell |
2,724,270
-54,621
| -2% | -$29.1M | 1.06% | 9 |
|
|
2023
Q3 | $1.4B | Sell |
2,778,891
-49,663
| -2% | -$24.4M | 1.15% | 9 |
|
|
2023
Q2 | $1.36B | Sell |
2,828,554
-333,560
| -11% | -$163M | 1.06% | 9 |
|
|
2023
Q1 | $1.49B | Buy |
3,162,114
+69,362
| +2% | +$33.5M | 1.11% | 9 |
|
|
2022
Q4 | $1.64B | Sell |
3,092,752
-9,883
| -0.3% | -$5.24M | 1.3% | 4 |
|
|
2022
Q3 | $1.57B | Sell |
3,102,635
-6,182
| -0.2% | -$3.25M | 1.29% | 7 |
|
|
2022
Q2 | $1.6B | Buy |
3,108,817
+56,057
| +2% | +$28.2M | 1.23% | 7 |
|
|
2022
Q1 | $1.56B | Sell |
3,052,760
-13,228
| -0.4% | -$6.38M | 1.04% | 8 |
|
|
2021
Q4 | $1.54B | Sell |
3,065,988
-134,032
| -4% | -$60.7M | 0.94% | 9 |
|
|
2021
Q3 | $1.25B | Sell |
3,200,020
-172,364
| -5% | -$71.4M | 0.78% | 15 |
|
|
2021
Q2 | $1.35B | Sell |
3,372,384
-180,510
| -5% | -$72M | 0.8% | 15 |
|
|
2021
Q1 | $1.32B | Sell |
3,552,894
-75,208
| -2% | -$26.1M | 0.83% | 15 |
|
|
2020
Q4 | $1.27B | Sell |
3,628,102
-457,927
| -11% | -$153M | 0.82% | 17 |
|
|
2020
Q3 | $1.27B | Sell |
4,086,029
-301,806
| -7% | -$92.7M | 0.86% | 14 |
|
|
2020
Q2 | $1.29B | Sell |
4,387,835
-5,838
| -0.1% | -$1.67M | 0.91% | 12 |
|
|
2020
Q1 | $1.1B | Buy |
4,393,673
+304,666
| +7% | +$83.8M | 0.94% | 14 |
|
|
2019
Q4 | $1.2B | Buy |
4,089,007
+35,598
| +0.9% | +$9.31M | 0.94% | 14 |
|
|
2019
Q3 | $881M | Sell |
4,053,409
-3,317
| -0.1% | -$800K | 0.77% | 25 |
|
|
2019
Q2 | $990M | Sell |
4,056,726
-80,468
| -2% | -$19.4M | 0.88% | 15 |
|
|
2019
Q1 | $1.02B | Buy |
4,137,194
+14,511
| +0.4% | +$3.7M | 0.95% | 14 |
|
|
2018
Q4 | $1.02B | Buy |
4,122,683
+620,606
| +18% | +$164M | 1.09% | 11 |
|
|
2018
Q3 | $932M | Buy |
3,502,077
+14,556
| +0.4% | +$3.79M | 1% | 11 |
|
|
2018
Q2 | $856M | Buy |
3,487,521
+205,756
| +6% | +$49.4M | 1% | 11 |
|
|
2018
Q1 | $702M | Buy |
3,281,765
+67,783
| +2% | +$15.5M | 0.9% | 14 |
|
|
2017
Q4 | $709M | Buy |
3,213,982
+62,840
| +2% | +$13.3M | 0.91% | 16 |
|
|
2017
Q3 | $617M | Sell |
3,151,142
-17,109
| -0.5% | -$3.31M | 0.87% | 18 |
|
|
2017
Q2 | $587M | Buy |
3,168,251
+72,543
| +2% | +$12.7M | 0.86% | 18 |
|
|
2017
Q1 | $508M | Buy |
3,095,708
+27,540
| +0.9% | +$4.51M | 0.78% | 24 |
|
|
2016
Q4 | $491M | Sell |
3,068,168
-50,888
| -2% | -$7.6M | 0.8% | 22 |
|
|
2016
Q3 | $437M | Buy |
3,119,056
+96,716
| +3% | +$13.5M | 0.72% | 28 |
|
|
2016
Q2 | $427M | Buy |
3,022,340
+154,339
| +5% | +$20.6M | 0.74% | 27 |
|
|
2016
Q1 | $370M | Buy |
2,868,001
+128,577
| +5% | +$15.2M | 0.65% | 33 |
|
|
2015
Q4 | $326M | Sell |
2,739,424
-2,212
| -0.1% | -$259K | 0.58% | 35 |
|
|
2015
Q3 | $318M | Buy |
2,741,636
+75,365
| +3% | +$9.02M | 0.62% | 32 |
|
|
2015
Q2 | $325M | Sell |
2,666,271
-29,004
| -1% | -$3.43M | 0.58% | 33 |
|
|
2015
Q1 | $319M | Buy |
2,695,275
+247,548
| +10% | +$27.5M | 0.58% | 34 |
|
|
2014
Q4 | $252M | Sell |
2,447,727
-15,557
| -0.6% | -$1.47M | 0.49% | 41 |
|
|
2014
Q3 | $212M | Sell |
2,463,284
-80,149
| -3% | -$6.77M | 0.43% | 48 |
|
|
2014
Q2 | $208M | Sell |
2,543,433
-73,978
| -3% | -$5.82M | 0.43% | 48 |
|
|
2014
Q1 | $215M | Sell |
2,617,411
-114,621
| -4% | -$8.63M | 0.45% | 46 |
|
|
2013
Q4 | $204M | Sell |
2,732,032
-351,241
| -11% | -$25.2M | 0.42% | 50 |
|
|
2013
Q3 | $221M | Sell |
3,083,273
-100,537
| -3% | -$7.2M | 0.48% | 43 |
|
|
2013
Q2 | $208M | Buy |
+3,183,810
| New | +$198M | 0.47% | 41 |
|
Other funds holding UNH
VCM
VPM
Sumitomo Mitsui Trust Group's UNH Position: Q1 2026 in Review
Sumitomo Mitsui Trust Group reduced its UnitedHealth (UNH) stake by 2.1% in Q1 2026, selling an estimated $16.8M and leaving 2,614,343 shares worth $707M. The position accounts for 0.46% of the portfolio, ranked #35.
Sumitomo Mitsui Trust Group first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.64B in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Sumitomo Mitsui Trust Group held 2,614,343 shares of UnitedHealth worth $707M as of Q1 2026.
- Sumitomo Mitsui Trust Group sold 56,548 UnitedHealth shares in Q1 2026, an estimated $16.8M.
- UnitedHealth made up 0.46% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #35 holding.
- Sumitomo Mitsui Trust Group first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Sumitomo Mitsui Trust Group's UnitedHealth position peaked at $1.64B in Q4 2022.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.