Sutton Place Investors’s UnitedHealth UNH Stock Holding History

Sutton Place Investors’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	$468K	Buy	+1,125	New	+$417K	0.23%	90
2025 Q2	–	Sell	-956	Closed	-$501K	–	122
2025 Q1	$501K	Buy	956 +17	+2%	+$8.69K	0.34%	64
2024 Q4	$475K	Buy	939 +46	+5%	+$26.1K	0.28%	79
2024 Q3	$522K	Buy	893 +87	+11%	+$49.2K	0.32%	69
2024 Q2	$410K	Sell	806 -1,382	-63%	-$677K	0.27%	78
2024 Q1	$1.08M	Buy	2,188 +168	+8%	+$85.4K	0.54%	55
2023 Q4	$1.06M	Buy	2,020 +1,487	+279%	+$793K	0.77%	39
2023 Q3	$269K	Buy	+533	New	+$262K	0.35%	58
2023 Q2	–	Sell	-521	Closed	-$246K	–	72
2023 Q1	$246K	Sell	521 -38	-7%	-$18.3K	0.33%	52
2022 Q4	$296K	Sell	559 -10	-2%	-$5.3K	0.42%	45
2022 Q3	$287K	Buy	569 +22	+4%	+$11.6K	0.44%	45
2022 Q2	$281K	Buy	547 +2	+0.4%	+$1K	0.41%	48
2022 Q1	$284K	Buy	545 +87	+19%	+$42K	0.34%	55
2021 Q4	$230K	Buy	+458	New	+$207K	0.26%	71

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sutton Place Investors's UNH Position: Q2 2026 in Review

Sutton Place Investors opened a new position in UnitedHealth (UNH) in Q2 2026: 1,125 shares worth $468K. The stake represents 0.23% of the portfolio and ranks #90 among its holdings. This is a return to the name: Sutton Place Investors previously reported a position in UNH as recently as Q1 2025.

Sutton Place Investors first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sutton Place Investors held 1,125 shares of UnitedHealth worth $468K as of Q2 2026.
UnitedHealth was a new Sutton Place Investors position in Q2 2026.
UnitedHealth made up 0.23% of Sutton Place Investors's portfolio in Q2 2026, its #90 holding.
Sutton Place Investors first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
Sutton Place Investors's UnitedHealth position peaked at $1.08M in Q1 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.