Swiss Life Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $135M | Sell |
325,827
-44,349
| -12% | -$16.4M | 0.56% | 31 |
|
|
2026
Q1 | $100M | Sell |
370,176
-11,963
| -3% | -$3.56M | 0.49% | 41 |
|
|
2025
Q4 | $126M | Buy |
382,139
+90,286
| +31% | +$30.6M | 0.64% | 26 |
|
|
2025
Q3 | $101M | Buy |
291,853
+17,684
| +6% | +$5.35M | 0.52% | 32 |
|
|
2025
Q2 | $85.5M | Buy |
274,169
+87,045
| +47% | +$33.3M | 0.5% | 40 |
|
|
2025
Q1 | $98M | Buy |
187,124
+13,193
| +8% | +$6.74M | 0.71% | 26 |
|
|
2024
Q4 | $87.9M | Sell |
173,931
-3,310
| -2% | -$1.88M | 0.65% | 25 |
|
|
2024
Q3 | $104M | Sell |
177,241
-6,084
| -3% | -$3.44M | 1.18% | 13 |
|
|
2024
Q2 | $93.4M | Sell |
183,325
-2,755
| -1% | -$1.35M | 1.1% | 12 |
|
|
2024
Q1 | $92.1M | Sell |
186,080
-11,782
| -6% | -$5.99M | 1.28% | 12 |
|
|
2023
Q4 | $104M | Buy |
197,862
+28,976
| +17% | +$15.5M | 1.25% | 10 |
|
|
2023
Q3 | $85.1M | Buy |
168,886
+3,774
| +2% | +$1.86M | 1.32% | 8 |
|
|
2023
Q2 | $79.4M | Buy |
165,112
+3,873
| +2% | +$1.89M | 1.17% | 9 |
|
|
2023
Q1 | $76.2M | Buy |
161,239
+23,062
| +17% | +$11.1M | 1.15% | 8 |
|
|
2022
Q4 | $73.3M | Sell |
138,177
-1,741
| -1% | -$922K | 1.22% | 6 |
|
|
2022
Q3 | $70.7M | Buy |
139,918
+11,423
| +9% | +$6.01M | 1.22% | 8 |
|
|
2022
Q2 | $66M | Sell |
128,495
-20,903
| -14% | -$10.5M | 1.07% | 8 |
|
|
2022
Q1 | $76.2M | Sell |
149,398
-8,387
| -5% | -$4.05M | 1.07% | 9 |
|
|
2021
Q4 | $79.2M | Sell |
157,785
-9,291
| -6% | -$4.21M | 1.03% | 11 |
|
|
2021
Q3 | $65.3M | Sell |
167,076
-8,125
| -5% | -$3.37M | 0.91% | 12 |
|
|
2021
Q2 | $60.9M | Sell |
175,201
-3,567
| -2% | -$1.42M | 0.62% | 20 |
|
|
2021
Q1 | $66.5M | Buy |
178,768
+3,726
| +2% | +$1.29M | 0.95% | 11 |
|
|
2020
Q4 | $61.4M | Sell |
175,042
-142,552
| -45% | -$47.8M | 0.9% | 12 |
|
|
2020
Q3 | $99M | Buy |
317,594
+4,020
| +1% | +$1.23M | 1.47% | 6 |
|
|
2020
Q2 | $92.5M | Buy |
313,574
+3,587
| +1% | +$1.03M | 1.49% | 7 |
|
|
2020
Q1 | $77.3M | Buy |
309,987
+66,336
| +27% | +$18.3M | 1.47% | 7 |
|
|
2019
Q4 | $71.6M | Sell |
243,651
-241,935
| -50% | -$63.3M | 1.35% | 10 |
|
|
2019
Q3 | $106M | Buy |
485,586
+328,762
| +210% | +$79.3M | 1.38% | 13 |
|
|
2019
Q2 | $38.3M | Sell |
156,824
-24,417
| -13% | -$5.87M | 0.46% | 57 |
|
|
2019
Q1 | $44.8M | Buy |
181,241
+70,045
| +63% | +$17.9M | 0.57% | 49 |
|
|
2018
Q4 | $27.7M | Sell |
111,196
-43,662
| -28% | -$11.5M | 0.56% | 53 |
|
|
2018
Q3 | $41.2M | Sell |
154,858
-4,915
| -3% | -$1.28M | 0.55% | 46 |
|
|
2018
Q2 | $39.2M | Sell |
159,773
-1,093
| -0.7% | -$262K | 0.59% | 42 |
|
|
2018
Q1 | $34.4M | Buy |
160,866
+12,677
| +9% | +$2.9M | 0.6% | 44 |
|
|
2017
Q4 | $32.7M | Buy |
148,189
+4,218
| +3% | +$894K | 0.73% | 42 |
|
|
2017
Q3 | $28.2M | Buy |
143,971
+1,420
| +1% | +$274K | 0.75% | 37 |
|
|
2017
Q2 | $26.4M | Buy |
142,551
+10,079
| +8% | +$1.77M | 0.68% | 34 |
|
|
2017
Q1 | $21.7M | Sell |
132,472
-5,504
| -4% | -$901K | 0.59% | 47 |
|
|
2016
Q4 | $22.1M | Buy |
137,976
+16,225
| +13% | +$2.42M | 0.74% | 40 |
|
|
2016
Q3 | $17M | Buy |
121,751
+28,222
| +30% | +$3.95M | 0.58% | 44 |
|
|
2016
Q2 | $13.2M | Buy |
93,529
+13,575
| +17% | +$1.81M | 0.54% | 49 |
|
|
2016
Q1 | $10.3M | Buy |
79,954
+6,807
| +9% | +$805K | 0.43% | 64 |
|
|
2015
Q4 | $8.61M | Sell |
73,147
-11,911
| -14% | -$1.39M | 0.38% | 71 |
|
|
2015
Q3 | $9.87M | Buy |
85,058
+7,739
| +10% | +$926K | 0.48% | 59 |
|
|
2015
Q2 | $9.43M | Sell |
77,319
-13,814
| -15% | -$1.63M | 0.33% | 57 |
|
|
2015
Q1 | $10.8M | Buy |
+91,133
| New | +$10.1M | 0.43% | 51 |
|
Other funds holding UNH
Swiss Life Asset Management's UNH Position: Q2 2026 in Review
Swiss Life Asset Management reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $16.4M and leaving 325,827 shares worth $135M. The position accounts for 0.56% of the portfolio, ranked #31.
Swiss Life Asset Management first reported a position in UNH in Q1 2015 and has held it in 46 quarters since. 2,493 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Swiss Life Asset Management held 325,827 shares of UnitedHealth worth $135M as of Q2 2026.
- Swiss Life Asset Management sold 44,349 UnitedHealth shares in Q2 2026, an estimated $16.4M.
- UnitedHealth made up 0.56% of Swiss Life Asset Management's portfolio in Q2 2026, its #31 holding.
- Swiss Life Asset Management first reported a position in UnitedHealth in Q1 2015 and has held it in 46 quarters since.
- 2,493 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.