UBS AM’s UnitedHealth UNH Stock Holding History

UBS AM’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 Q1	$2.01B	Buy	7,442,890 +192,042	+3%	+$57.2M	0.42%	39
2025 Q4	$2.39B	Buy	7,250,848 +373,096	+5%	+$126M	0.51%	28
2025 Q3	$2.37B	Sell	6,877,752 -1,730,837	-20%	-$523M	0.52%	28
2025 Q2	$2.69B	Buy	8,608,589 +1,165,938	+16%	+$446M	0.54%	27
2025 Q1	$3.9B	Sell	7,442,651 -1,150,067	-13%	-$588M	1%	12
2024 Q4	$4.35B	Buy	8,592,718 +2,301,010	+37%	+$1.31B	1.01%	11
2024 Q3	$3.68B	Sell	6,291,708 -27,830	-0.4%	-$15.7M	0.95%	11
2024 Q2	$3.22B	Buy	6,319,538 +885,242	+16%	+$434M	0.92%	11
2024 Q1	$2.69B	Sell	5,434,296 -407,815	-7%	-$207M	0.96%	12
2023 Q4	$3.08B	Buy	5,842,111 +457,227	+8%	+$244M	1.21%	9
2023 Q3	$2.72B	Buy	5,384,884 +332,008	+7%	+$163M	1.22%	9
2023 Q2	$2.39B	Hold	5,052,876	–	–	1.16%	8
2023 Q1	$2.39B	Sell	5,052,876 -100,614	-2%	-$48.6M	1.16%	8
2022 Q4	$2.73B	Buy	5,153,490 +239,777	+5%	+$127M	1.43%	4
2022 Q3	$2.48B	Sell	4,913,713 -391,381	-7%	-$206M	1.39%	6
2022 Q2	$2.72B	Buy	5,305,094 +57,007	+1%	+$28.6M	1.43%	5
2022 Q1	$2.68B	Sell	5,248,087 -238,244	-4%	-$115M	1.15%	8
2021 Q4	$2.75B	Sell	5,486,331 -246,965	-4%	-$112M	1.05%	9
2021 Q3	$2.24B	Buy	5,733,296 +402,388	+8%	+$167M	0.93%	12
2021 Q2	$2.13B	Buy	5,330,908 +57,644	+1%	+$23M	0.91%	11
2021 Q1	$1.96B	Buy	5,273,264 +146,695	+3%	+$50.8M	0.87%	14
2020 Q4	$1.8B	Sell	5,126,569 -4,720	-0.1%	-$1.58M	0.84%	13
2020 Q3	$1.6B	Sell	5,131,289 -43,258	-0.8%	-$13.3M	0.86%	14
2020 Q2	$1.53B	Buy	5,174,547 +55,017	+1%	+$15.8M	0.93%	13
2020 Q1	$1.28B	Buy	5,119,530 +216,735	+4%	+$59.6M	0.92%	14
2019 Q4	$1.44B	Buy	4,902,795 +130,032	+3%	+$34M	0.88%	13
2019 Q3	$1.04B	Buy	4,772,763 +592,790	+14%	+$143M	0.7%	18
2019 Q2	$1.02B	Sell	4,179,973 -137,601	-3%	-$33.1M	0.73%	18
2019 Q1	$1.07B	Sell	4,317,574 -344,875	-7%	-$88M	0.79%	16
2018 Q4	$1.16B	Buy	4,662,449 +34,966	+0.8%	+$9.24M	1%	12
2018 Q3	$1.23B	Sell	4,627,483 -33,954	-0.7%	-$8.83M	0.92%	11
2018 Q2	$1.14B	Sell	4,661,437 -7,981	-0.2%	-$1.92M	0.88%	14
2018 Q1	$999M	Sell	4,669,418 -344,146	-7%	-$78.6M	0.79%	17
2017 Q4	$1.11B	Buy	5,013,564 +512,182	+11%	+$109M	0.94%	12
2017 Q3	$882M	Sell	4,501,382 -57,000	-1%	-$11M	0.8%	15
2017 Q2	$845M	Buy	4,558,382 +185,484	+4%	+$32.5M	0.82%	14
2017 Q1	$717M	Buy	4,372,898 +255,799	+6%	+$41.9M	0.73%	19
2016 Q4	$659M	Sell	4,117,099 -469,629	-10%	-$70.2M	0.74%	18
2016 Q3	$642M	Buy	4,586,728 +2,528	+0.1%	+$354K	0.69%	22
2016 Q2	$647M	Buy	4,584,200 +159,543	+4%	+$21.3M	0.73%	20
2016 Q1	$570M	Buy	4,424,657 +508,995	+13%	+$60.2M	0.66%	21
2015 Q4	$461M	Sell	3,915,662 -793,650	-17%	-$92.8M	0.53%	35
2015 Q3	$546M	Sell	4,709,312 -543,750	-10%	-$65.1M	0.6%	31
2015 Q2	$641M	Sell	5,253,062 -2,328	-0%	-$275K	0.61%	29
2015 Q1	$622M	Buy	5,255,390 +262,488	+5%	+$29.2M	0.6%	27
2014 Q4	$505M	Sell	4,992,902 -30,639	-0.6%	-$2.9M	0.48%	40
2014 Q3	$433M	Sell	5,023,541 -434,458	-8%	-$36.7M	0.43%	49
2014 Q2	$446M	Sell	5,457,999 -576,472	-10%	-$45.4M	0.45%	47
2014 Q1	$495M	Sell	6,034,471 -2,174,708	-26%	-$164M	0.53%	33
2013 Q4	$618M	Sell	8,209,179 -745,993	-8%	-$53.6M	0.71%	20
2013 Q3	$641M	Sell	8,955,172 -1,588,540	-15%	-$114M	0.79%	16
2013 Q2	$690M	Buy	+10,543,712	New	+$656M	0.89%	15

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

UBS AM's UNH Position: Q1 2026 in Review

UBS AM increased its UnitedHealth (UNH) stake by 2.6% in Q1 2026, buying an estimated $57.2M and bringing the position to 7,442,890 shares worth $2.01B. The position accounts for 0.42% of the portfolio, ranked #39.

UBS AM first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.35B in Q4 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

UBS AM held 7,442,890 shares of UnitedHealth worth $2.01B as of Q1 2026.
UBS AM bought 192,042 UnitedHealth shares in Q1 2026, an estimated $57.2M.
UnitedHealth made up 0.42% of UBS AM's portfolio in Q1 2026, its #39 holding.
UBS AM first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
UBS AM's UnitedHealth position peaked at $4.35B in Q4 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.