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Sustainable Growth Advisers’s UnitedHealth UNH Stock Holding History

Sustainable Growth Advisers’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
-1,422,511
Closed -$470M – 55
2025
Q4 		$470M Sell
1,422,511
-217,501
-13% -$73.7M 3.26% 13
2025
Q3 		$566M Buy
1,640,012
+247,866
+18% +$75M 3.32% 13
2025
Q2 		$434M Sell
1,392,146
-245,853
-15% -$94M 2.24% 20
2025
Q1 		$858M Sell
1,637,999
-20,575
-1% -$10.5M 4.79% 6
2024
Q4 		$839M Sell
1,658,574
-123,832
-7% -$70.4M 4.21% 5
2024
Q3 		$1.04B Sell
1,782,406
-177,199
-9% -$100M 4.42% 4
2024
Q2 		$998M Buy
1,959,605
+4,527
+0.2% +$2.22M 4.41% 4
2024
Q1 		$967M Buy
1,955,078
+304,110
+18% +$155M 4.05% 4
2023
Q4 		$869M Buy
1,650,968
+7,862
+0.5% +$4.19M 3.96% 6
2023
Q3 		$828M Buy
1,643,106
+267,649
+19% +$132M 4.21% 5
2023
Q2 		$661M Buy
1,375,457
+408,620
+42% +$200M 3.14% 12
2023
Q1 		$457M Buy
966,837
+46,941
+5% +$22.7M 2.65% 17
2022
Q4 		$488M Buy
919,896
+90,084
+11% +$47.7M 3.18% 13
2022
Q3 		$419M Sell
829,812
-298,198
-26% -$157M 3.13% 12
2022
Q2 		$579M Sell
1,128,010
-78,169
-6% -$39.3M 4.15% 7
2022
Q1 		$615M Sell
1,206,179
-68,104
-5% -$32.8M 3.41% 13
2021
Q4 		$640M Sell
1,274,283
-165,506
-11% -$74.9M 3.27% 14
2021
Q3 		$563M Sell
1,439,789
-13,615
-0.9% -$5.64M 2.85% 15
2021
Q2 		$582M Sell
1,453,404
-9,718
-0.7% -$3.87M 3.06% 14
2021
Q1 		$544M Buy
1,463,122
+204,145
+16% +$70.7M 3.13% 15
2020
Q4 		$441M Buy
1,258,977
+121,456
+11% +$40.7M 2.87% 15
2020
Q3 		$355M Sell
1,137,521
-78,077
-6% -$24M 2.47% 18
2020
Q2 		$359M Buy
1,215,598
+295,486
+32% +$84.7M 2.63% 17
2020
Q1 		$229M Sell
920,112
-140,796
-13% -$38.7M 2.48% 17
2019
Q4 		$312M Sell
1,060,908
-36,211
-3% -$9.47M 2.92% 13
2019
Q3 		$238M Buy
1,097,119
+121,902
+12% +$29.4M 2.39% 17
2019
Q2 		$238M Buy
975,217
+189,573
+24% +$45.6M 2.45% 18
2019
Q1 		$194M Sell
785,644
-73,109
-9% -$18.6M 2.15% 21
2018
Q4 		$214M Sell
858,753
-41,047
-5% -$10.8M 2.77% 16
2018
Q3 		$239M Sell
899,800
-7,224
-0.8% -$1.88M 2.66% 16
2018
Q2 		$223M Sell
907,024
-80,405
-8% -$19.3M 2.64% 16
2018
Q1 		$211M Sell
987,429
-27,017
-3% -$6.17M 2.51% 19
2017
Q4 		$224M Buy
1,014,446
+64,039
+7% +$13.6M 2.62% 21
2017
Q3 		$186M Buy
950,407
+111,041
+13% +$21.5M 2.54% 22
2017
Q2 		$156M Buy
839,366
+153,258
+22% +$26.9M 2.27% 24
2017
Q1 		$113M Buy
686,108
+178,444
+35% +$29.2M 1.91% 29
2016
Q4 		$81.2M Buy
+507,664
New +$75.8M 1.62% 30

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

Sustainable Growth Advisers's UNH Position: Q1 2026 in Review

Sustainable Growth Advisers sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,422,511 shares — an estimated $470M sold.

Sustainable Growth Advisers first reported a position in UNH in Q4 2016 and held it in 37 quarters. The position peaked at $1.04B in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sustainable Growth Advisers reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Sustainable Growth Advisers sold 1,422,511 UnitedHealth shares in Q1 2026, an estimated $470M.
  • Sustainable Growth Advisers first reported a position in UnitedHealth in Q4 2016 and held it in 37 quarters.
  • Sustainable Growth Advisers's UnitedHealth position peaked at $1.04B in Q3 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sustainable Growth Advisers's 13F filing for Q1 2026, filed 11 May 2026.