Thematics Asset Management’s UnitedHealth UNH Stock Holding History

Thematics Asset 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 Q3	$3.19M	Sell	9,243 -1,937	-17%	-$586K	0.14%	122
2025 Q2	$3.49M	Sell	11,180 -1,038	-8%	-$397K	0.16%	122
2025 Q1	$6.4M	Buy	12,218 +1,840	+18%	+$941K	0.32%	91
2024 Q4	$5.25M	Buy	10,378 +1,438	+16%	+$817K	0.23%	108
2024 Q3	$5.23M	Buy	8,940 +409	+5%	+$231K	0.21%	110
2024 Q2	$4.34M	Sell	8,531 -2,097	-20%	-$1.03M	0.18%	121
2024 Q1	$5.26M	Sell	10,628 -800	-7%	-$407K	0.22%	112
2023 Q4	$6.02M	Hold	11,428	–	–	0.26%	105
2023 Q3	$5.76M	Sell	11,428 -1,878	-14%	-$924K	0.28%	106
2023 Q2	$6.4M	Buy	13,306 +2,049	+18%	+$1M	0.31%	101
2023 Q1	$5.32M	Buy	11,257 +1,227	+12%	+$592K	0.29%	113
2022 Q4	$5.32M	Buy	+10,030	New	+$5.31M	0.32%	108

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thematics Asset Management's UNH Position: Q3 2025 in Review

Thematics Asset Management reduced its UnitedHealth (UNH) stake by 17% in Q3 2025, selling an estimated $586K and leaving 9,243 shares worth $3.19M. The position accounts for 0.14% of the portfolio, ranked #122.

Thematics Asset Management first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.4M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Thematics Asset Management held 9,243 shares of UnitedHealth worth $3.19M as of Q3 2025.
Thematics Asset Management sold 1,937 UnitedHealth shares in Q3 2025, an estimated $586K.
UnitedHealth made up 0.14% of Thematics Asset Management's portfolio in Q3 2025, its #122 holding.
Thematics Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
Thematics Asset Management's UnitedHealth position peaked at $6.4M in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Thematics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.