SICM
UNH icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sustainable Insight Capital Management's UNH Position: Q2 2025 in Review

Sustainable Insight Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 981 shares — an estimated $514K sold.

Sustainable Insight Capital Management first reported a position in UNH in Q3 2018 and held it in 23 quarters. The position peaked at $962K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Sustainable Insight Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 981 UnitedHealth shares in Q2 2025, an estimated $514K.
  • Sustainable Insight Capital Management first reported a position in UnitedHealth in Q3 2018 and held it in 23 quarters.
  • Sustainable Insight Capital Management's UnitedHealth position peaked at $962K in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.