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 Q2	$265M	Sell	630,368 -9,627	-2%	-$3.57M	0.41%	35
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 $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

Universal-Beteiligungs- und Servicegesellschaft's UNH Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its UnitedHealth (UNH) stake by 1.5% in Q2 2026, selling an estimated $3.57M and leaving 630,368 shares worth $265M. The position accounts for 0.41% of the portfolio, ranked #35.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $388M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 630,368 shares of UnitedHealth worth $265M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 9,627 UnitedHealth shares in Q2 2026, an estimated $3.57M.
UnitedHealth made up 0.41% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #35 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's UnitedHealth position peaked at $388M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.