Unisphere Establishment’s UnitedHealth UNH Stock Holding History

Unisphere Establishment’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	$108M	Buy	400,000 +50,000	+14%	+$14.9M	0.91%	27
2025 Q4	$116M	Hold	350,000	–	–	0.86%	28
2025 Q3	$121M	Hold	350,000	–	–	0.95%	26
2025 Q2	$109M	Sell	350,000 -100,000	-22%	-$38.2M	0.88%	27
2025 Q1	$236M	Buy	450,000 +50,000	+13%	+$25.6M	2.06%	13
2024 Q4	$202M	Hold	400,000	–	–	1.76%	16
2024 Q3	$234M	Hold	400,000	–	–	2.22%	12
2024 Q2	$204M	Sell	400,000 -28,000	-7%	-$13.7M	2.05%	13
2024 Q1	$212M	Sell	428,000 -1,000	-0.2%	-$508K	2.14%	15
2023 Q4	$226M	Buy	+429,000	New	+$229M	2.34%	14

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

Unisphere Establishment's UNH Position: Q1 2026 in Review

Unisphere Establishment increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $14.9M and bringing the position to 400,000 shares worth $108M. The position accounts for 0.91% of the portfolio, ranked #27.

Unisphere Establishment first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $236M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Unisphere Establishment held 400,000 shares of UnitedHealth worth $108M as of Q1 2026.
Unisphere Establishment bought 50,000 UnitedHealth shares in Q1 2026, an estimated $14.9M.
UnitedHealth made up 0.91% of Unisphere Establishment's portfolio in Q1 2026, its #27 holding.
Unisphere Establishment first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Unisphere Establishment's UnitedHealth position peaked at $236M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.