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Sustainable Insight Capital Management’s UnitedHealth UNH Stock Holding History

Sustainable Insight Capital 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 		$2.93M Buy
+7,056
New +$2.62M 1.26% 19
2025
Q2 		– Sell
-981
Closed -$514K – 82
2025
Q1 		$514K Buy
981
+300
+44% +$153K 0.26% 46
2024
Q4 		$344K Hold
681
– – 0.15% 60
2024
Q3 		$398K Sell
681
-100
-13% -$56.6K 0.18% 57
2024
Q2 		$398K Buy
781
+25
+3% +$12.3K 0.2% 48
2024
Q1 		$374K Sell
756
-100
-12% -$50.8K 0.27% 46
2023
Q4 		$451K Sell
856
-255
-23% -$136K 0.37% 39
2023
Q3 		$560K Buy
1,111
+200
+22% +$98.4K 0.55% 36
2023
Q2 		$438K Sell
911
-994
-52% -$486K 0.41% 34
2023
Q1 		$900K Buy
1,905
+91
+5% +$43.9K 0.9% 32
2022
Q4 		$962K Buy
1,814
+343
+23% +$182K 1.08% 27
2022
Q3 		$743K Sell
1,471
-19
-1% -$9.99K 0.87% 35
2022
Q2 		$785K Sell
1,490
-210
-12% -$105K 0.78% 34
2022
Q1 		$867K Buy
1,700
+19
+1% +$9.16K 0.62% 30
2021
Q4 		$844K Sell
1,681
-317
-16% -$143K 0.45% 36
2021
Q3 		$781K Sell
1,998
-134
-6% -$55.5K 0.5% 38
2021
Q2 		$854K Buy
2,132
+132
+7% +$52.6K 0.51% 37
2021
Q1 		$744K Sell
2,000
-423
-17% -$147K 0.49% 47
2020
Q4 		$850K Buy
+2,423
New +$812K 0.58% 33
2020
Q1 		$224K Sell
900
-100
-10% -$27.5K 0.31% 56
2019
Q4 		$294K Sell
1,000
-100
-9% -$26.2K 0.3% 41
2019
Q3 		$239K Hold
1,100
– – 0.27% 36
2019
Q2 		$268K Buy
+1,100
New +$265K 0.31% 37
2018
Q4 		– Sell
-800
Closed -$213K – 83
2018
Q3 		$213K Buy
+800
New +$208K 0.14% 64

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

Sustainable Insight Capital Management's UNH Position: Q2 2026 in Review

Sustainable Insight Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 7,056 shares worth $2.93M. The stake represents 1.26% of the portfolio and ranks #19 among its holdings. This is a return to the name: Sustainable Insight Capital Management previously reported a position in UNH as recently as Q1 2025.

Sustainable Insight Capital Management first reported a position in UNH in Q3 2018 and has held it in 24 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sustainable Insight Capital Management held 7,056 shares of UnitedHealth worth $2.93M as of Q2 2026.
  • UnitedHealth was a new Sustainable Insight Capital Management position in Q2 2026.
  • UnitedHealth made up 1.26% of Sustainable Insight Capital Management's portfolio in Q2 2026, its #19 holding.
  • Sustainable Insight Capital Management first reported a position in UnitedHealth in Q3 2018 and has held it in 24 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.