Universal-Beteiligungs- und Servicegesellschaft’s UnitedHealth UNH Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$183M	Buy	639,995 +4,981	+0.8%	+$1.48M	0.31%	57
2025 Q4	$217M	Buy	635,014 +9,799	+2%	+$3.32M	0.35%	49
2025 Q3	$216M	Buy	625,215 +12,796	+2%	+$3.87M	0.36%	44
2025 Q2	$191M	Sell	612,419 -127,455	-17%	-$48.7M	0.34%	51
2025 Q1	$388M	Buy	739,874 +13,347	+2%	+$6.82M	0.77%	16
2024 Q4	$368M	Buy	+726,527	New	+$413M	0.73%	17

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

Universal-Beteiligungs- und Servicegesellschaft's UNH Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its UnitedHealth (UNH) stake by 0.78% in Q1 2026, buying an estimated $1.48M and bringing the position to 639,995 shares worth $183M. The position accounts for 0.31% of the portfolio, ranked #57.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $388M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Universal-Beteiligungs- und Servicegesellschaft held 639,995 shares of UnitedHealth worth $183M as of Q1 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 4,981 UnitedHealth shares in Q1 2026, an estimated $1.48M.
UnitedHealth made up 0.31% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #57 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's UnitedHealth position peaked at $388M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.