UAM
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Unison Asset Management’s UnitedHealth UNH Stock Holding History

Unison 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
2026
Q1 		$5.65M Buy
20,863
+410
+2% +$122K 2.58% 15
2025
Q4 		$6.7M Buy
20,453
+1,677
+9% +$568K 3% 15
2025
Q3 		$6.48M Hold
18,776
– – 3.03% 15
2025
Q2 		$5.86M Buy
18,776
+229
+1% +$87.5K 2.95% 16
2025
Q1 		$10.1M Buy
18,547
+256
+1% +$131K 5.94% 6
2024
Q4 		$9.25M Buy
18,291
+1,405
+8% +$798K 4.54% 9
2024
Q3 		$9.87M Sell
16,886
-25
-0.1% -$14.1K 4.69% 6
2024
Q2 		$8.61M Buy
16,911
+2,502
+17% +$1.23M 4.36% 8
2024
Q1 		$7.13M Buy
14,409
+3,374
+31% +$1.72M 3.73% 12
2023
Q4 		$5.81M Hold
11,035
– – 3.41% 12
2023
Q3 		$5.56M Buy
11,035
+130
+1% +$64K 3.66% 11
2023
Q2 		$5.24M Buy
10,905
+431
+4% +$211K 3.5% 12
2023
Q1 		$4.95M Buy
10,474
+972
+10% +$469K 3.75% 11
2022
Q4 		$5.04M Buy
9,502
+185
+2% +$98K 4.18% 9
2022
Q3 		$4.71M Buy
9,317
+93
+1% +$48.9K 4.23% 10
2022
Q2 		$4.74M Hold
9,224
– – 4.63% 6
2022
Q1 		$4.7M Hold
9,224
– – 4.04% 11
2021
Q4 		$4.63M Hold
9,224
– – 3.82% 13
2021
Q3 		$3.6M Sell
9,224
-25
-0.3% -$10.4K 3.21% 16
2021
Q2 		$3.7M Hold
9,249
– – 3.23% 16
2021
Q1 		$3.44M Hold
9,249
– – 3.18% 14
2020
Q4 		$3.24M Buy
+9,249
New +$3.1M 3.22% 12

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Unison Asset Management's UNH Position: Q1 2026 in Review

Unison Asset Management increased its UnitedHealth (UNH) stake by 2% in Q1 2026, buying an estimated $122K and bringing the position to 20,863 shares worth $5.65M. The position accounts for 2.58% of the portfolio, ranked #15.

Unison Asset Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.1M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Unison Asset Management held 20,863 shares of UnitedHealth worth $5.65M as of Q1 2026.
  • Unison Asset Management bought 410 UnitedHealth shares in Q1 2026, an estimated $122K.
  • UnitedHealth made up 2.58% of Unison Asset Management's portfolio in Q1 2026, its #15 holding.
  • Unison Asset Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Unison Asset Management's UnitedHealth position peaked at $10.1M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Unison Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.