UBS Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $64.6M | Sell |
238,621
-53,388
| -18% | -$15.9M | 0.01% | 1389 |
|
|
2025
Q4 | $96.4M | Buy |
292,009
+10,540
| +4% | +$3.57M | 0.02% | 1042 |
|
|
2025
Q3 | $97.2M | Sell |
281,469
-88,091
| -24% | -$26.6M | 0.02% | 1044 |
|
|
2025
Q2 | $115M | Buy |
369,560
+144,501
| +64% | +$55.2M | 0.02% | 863 |
|
|
2025
Q1 | $118M | Sell |
225,059
-120,198
| -35% | -$61.4M | 0.02% | 823 |
|
|
2024
Q4 | $175M | Buy |
345,257
+21,200
| +7% | +$12M | 0.03% | 576 |
|
|
2024
Q3 | $189M | Buy |
324,057
+69,357
| +27% | +$39.2M | 0.04% | 438 |
|
|
2024
Q2 | $130M | Sell |
254,700
-34,800
| -12% | -$17.1M | 0.03% | 517 |
|
|
2024
Q1 | $143M | Sell |
289,500
-138,295
| -32% | -$70.3M | 0.04% | 476 |
|
|
2023
Q4 | $225M | Buy |
427,795
+56,316
| +15% | +$30M | 0.07% | 298 |
|
|
2023
Q3 | $187M | Buy |
371,479
+247,979
| +201% | +$122M | 0.06% | 305 |
|
|
2023
Q2 | $59.4M | Sell |
123,500
-29,500
| -19% | -$14.4M | 0.02% | 740 |
|
|
2023
Q1 | $72.3M | Buy |
153,000
+23,100
| +18% | +$11.1M | 0.03% | 598 |
|
|
2022
Q4 | $68.9M | Buy |
129,900
+60,500
| +87% | +$32M | 0.03% | 643 |
|
|
2022
Q3 | $35M | Buy |
69,400
+4,100
| +6% | +$2.16M | 0.02% | 902 |
|
|
2022
Q2 | $33.5M | Sell |
65,300
-21,100
| -24% | -$10.6M | 0.01% | 991 |
|
|
2022
Q1 | $44.1M | Sell |
86,400
-34,400
| -28% | -$16.6M | 0.01% | 920 |
|
|
2021
Q4 | $60.7M | Buy |
120,800
+66,952
| +124% | +$30.3M | 0.02% | 851 |
|
|
2021
Q3 | $21M | Buy |
53,848
+23,100
| +75% | +$9.57M | 0.01% | 1474 |
|
|
2021
Q2 | $12.3M | Buy |
30,748
+6,300
| +26% | +$2.51M | ﹤0.01% | 1855 |
|
|
2021
Q1 | $9.1M | Sell |
24,448
-42,152
| -63% | -$14.6M | ﹤0.01% | 2031 |
|
|
2020
Q4 | $23.4M | Buy |
66,600
+900
| +1% | +$302K | 0.01% | 1246 |
|
|
2020
Q3 | $20.5M | Buy |
65,700
+25,000
| +61% | +$7.68M | 0.01% | 1156 |
|
|
2020
Q2 | $12M | Sell |
40,700
-80,500
| -66% | -$23.1M | 0.01% | 1376 |
|
|
2020
Q1 | $30.2M | Sell |
121,200
-4,100
| -3% | -$1.13M | 0.01% | 774 |
|
|
2019
Q4 | $36.8M | Buy |
125,300
+71,700
| +134% | +$18.8M | 0.01% | 958 |
|
|
2019
Q3 | $11.6M | Sell |
53,600
-18,235
| -25% | -$4.4M | ﹤0.01% | 1649 |
|
|
2019
Q2 | $17.5M | Buy |
71,835
+37,235
| +108% | +$8.96M | 0.01% | 1304 |
|
|
2019
Q1 | $8.55M | Sell |
34,600
-1,300
| -4% | -$332K | ﹤0.01% | 1800 |
|
|
2018
Q4 | $8.94M | Sell |
35,900
-12,300
| -26% | -$3.25M | ﹤0.01% | 1660 |
|
|
2018
Q3 | $12.8M | Buy |
+48,200
| New | +$12.5M | 0.01% | 1557 |
|
|
2018
Q2 | – | Sell |
-1,400
| Closed | -$300K | – | 8264 |
|
|
2018
Q1 | $300K | Sell |
1,400
-24,500
| -95% | -$5.6M | ﹤0.01% | 4518 |
|
|
2017
Q4 | $5.71M | Buy |
25,900
+24,900
| +2,490% | +$5.28M | ﹤0.01% | 2231 |
|
|
2017
Q3 | $196K | Buy |
+1,000
| New | +$193K | ﹤0.01% | 4862 |
|
|
2017
Q1 | – | Sell |
-100,200
| Closed | -$16M | – | 7990 |
|
|
2016
Q4 | $16M | Sell |
100,200
-67,940
| -40% | -$10.1M | 0.01% | 1169 |
|
|
2016
Q3 | $23.5M | Buy |
168,140
+55,640
| +49% | +$7.79M | 0.01% | 882 |
|
|
2016
Q2 | $15.9M | Buy |
+112,500
| New | +$15M | 0.01% | 1081 |
|
|
2016
Q1 | – | Sell |
-68,500
| Closed | -$8.06M | – | 8206 |
|
|
2015
Q4 | $8.06M | Sell |
68,500
-3,600
| -5% | -$421K | 0.01% | 1564 |
|
|
2015
Q3 | $8.36M | Sell |
72,100
-300
| -0.4% | -$35.9K | 0.01% | 1528 |
|
|
2015
Q2 | $8.83M | Sell |
72,400
-5,400
| -7% | -$639K | 0.01% | 1570 |
|
|
2015
Q1 | $9.2M | Buy |
77,800
+1,800
| +2% | +$200K | 0.01% | 1543 |
|
|
2014
Q4 | $7.68M | Buy |
+76,000
| New | +$7.2M | 0.01% | 1718 |
|
Other funds holding UNH
VCM
VPM
UBS Group's UNH Position: Q1 2026 in Review
UBS Group increased its UnitedHealth (UNH) stake by 27% in Q1 2026, buying an estimated $217M and bringing the position to 3,452,797 shares worth $934M. The position accounts for 0.14% of the portfolio, ranked #144.
UBS Group first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.58B in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- UBS Group held 3,452,797 shares of UnitedHealth worth $934M as of Q1 2026.
- UBS Group bought 729,134 UnitedHealth shares in Q1 2026, an estimated $217M.
- UnitedHealth made up 0.14% of UBS Group's portfolio in Q1 2026, its #144 holding.
- UBS Group first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
- UBS Group's UnitedHealth position peaked at $3.58B in Q3 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.