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 Q2	$125M	Sell	300,000 -100,000	-25%	-$37.1M	1.06%	22
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Unisphere Establishment's UNH Position: Q2 2026 in Review

Unisphere Establishment reduced its UnitedHealth (UNH) stake by 25% in Q2 2026, selling an estimated $37.1M and leaving 300,000 shares worth $125M. The position accounts for 1.06% of the portfolio, ranked #22.

Unisphere Establishment first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $236M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Unisphere Establishment held 300,000 shares of UnitedHealth worth $125M as of Q2 2026.
Unisphere Establishment sold 100,000 UnitedHealth shares in Q2 2026, an estimated $37.1M.
UnitedHealth made up 1.06% of Unisphere Establishment's portfolio in Q2 2026, its #22 holding.
Unisphere Establishment first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Unisphere Establishment's UnitedHealth position peaked at $236M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Unisphere Establishment's 13F filing for Q2 2026, filed 14 Aug 2026.