Wellington Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.73B | Sell |
10,091,639
-5,597,135
| -36% | -$1.67B | 0.51% | 33 |
|
|
2025
Q4 | $5.18B | Sell |
15,688,774
-827,153
| -5% | -$280M | 0.91% | 12 |
|
|
2025
Q3 | $5.7B | Sell |
16,515,927
-7,697,387
| -32% | -$2.33B | 1% | 12 |
|
|
2025
Q2 | $7.55B | Sell |
24,213,314
-1,634,626
| -6% | -$625M | 1.37% | 9 |
|
|
2025
Q1 | $13.5B | Buy |
25,847,940
+2,486,839
| +11% | +$1.27B | 2.6% | 4 |
|
|
2024
Q4 | $11.8B | Sell |
23,361,101
-1,503,902
| -6% | -$854M | 2.16% | 6 |
|
|
2024
Q3 | $14.5B | Sell |
24,865,003
-1,018,506
| -4% | -$576M | 2.55% | 4 |
|
|
2024
Q2 | $13.2B | Buy |
25,883,509
+1,600,285
| +7% | +$784M | 2.35% | 5 |
|
|
2024
Q1 | $12B | Sell |
24,283,224
-109,482
| -0.4% | -$55.7M | 2.13% | 3 |
|
|
2023
Q4 | $12.8B | Sell |
24,392,706
-827,528
| -3% | -$441M | 2.39% | 2 |
|
|
2023
Q3 | $12.7B | Buy |
25,220,234
+527,526
| +2% | +$260M | 2.55% | 2 |
|
|
2023
Q2 | $11.9B | Buy |
24,692,708
+613,568
| +3% | +$300M | 2.25% | 3 |
|
|
2023
Q1 | $11.4B | Buy |
24,079,140
+140,312
| +0.6% | +$67.7M | 2.26% | 2 |
|
|
2022
Q4 | $12.7B | Sell |
23,938,828
-1,273,138
| -5% | -$674M | 2.55% | 2 |
|
|
2022
Q3 | $12.7B | Sell |
25,211,966
-1,326,641
| -5% | -$698M | 2.71% | 2 |
|
|
2022
Q2 | $13.6B | Sell |
26,538,607
-1,456,970
| -5% | -$732M | 2.75% | 2 |
|
|
2022
Q1 | $14.3B | Sell |
27,995,577
-1,040,570
| -4% | -$502M | 2.44% | 2 |
|
|
2021
Q4 | $14.6B | Sell |
29,036,147
-980,289
| -3% | -$444M | 2.33% | 2 |
|
|
2021
Q3 | $11.7B | Sell |
30,016,436
-475,116
| -2% | -$197M | 1.99% | 3 |
|
|
2021
Q2 | $12.2B | Sell |
30,491,552
-2,915,815
| -9% | -$1.16B | 2.03% | 3 |
|
|
2021
Q1 | $12.4B | Sell |
33,407,367
-370,944
| -1% | -$129M | 2.19% | 2 |
|
|
2020
Q4 | $11.8B | Sell |
33,778,311
-328,769
| -1% | -$110M | 2.18% | 3 |
|
|
2020
Q3 | $10.6B | Buy |
34,107,080
+150,302
| +0.4% | +$46.2M | 2.2% | 3 |
|
|
2020
Q2 | $10B | Buy |
33,956,778
+1,181,100
| +4% | +$338M | 2.23% | 3 |
|
|
2020
Q1 | $8.17B | Buy |
32,775,678
+136,814
| +0.4% | +$37.6M | 2.16% | 2 |
|
|
2019
Q4 | $9.6B | Buy |
32,638,864
+2,268,020
| +7% | +$593M | 2.01% | 2 |
|
|
2019
Q3 | $6.6B | Sell |
30,370,844
-577,868
| -2% | -$139M | 1.49% | 6 |
|
|
2019
Q2 | $7.55B | Buy |
30,948,712
+2,264,182
| +8% | +$545M | 1.67% | 2 |
|
|
2019
Q1 | $7.09B | Sell |
28,684,530
-1,943,474
| -6% | -$496M | 1.61% | 3 |
|
|
2018
Q4 | $7.63B | Sell |
30,628,004
-1,484,549
| -5% | -$392M | 1.91% | 2 |
|
|
2018
Q3 | $8.54B | Sell |
32,112,553
-1,088,515
| -3% | -$283M | 1.8% | 3 |
|
|
2018
Q2 | $8.15B | Sell |
33,201,068
-1,140,046
| -3% | -$274M | 1.81% | 2 |
|
|
2018
Q1 | $7.35B | Buy |
34,341,114
+3,490
| +0% | +$797K | 1.66% | 3 |
|
|
2017
Q4 | $7.57B | Sell |
34,337,624
-870,461
| -2% | -$184M | 1.67% | 3 |
|
|
2017
Q3 | $6.9B | Sell |
35,208,085
-1,639,740
| -4% | -$317M | 1.58% | 3 |
|
|
2017
Q2 | $6.83B | Sell |
36,847,825
-833,046
| -2% | -$146M | 1.61% | 4 |
|
|
2017
Q1 | $6.18B | Sell |
37,680,871
-1,852,660
| -5% | -$303M | 1.49% | 4 |
|
|
2016
Q4 | $6.33B | Sell |
39,533,531
-11,331,071
| -22% | -$1.69B | 1.59% | 4 |
|
|
2016
Q3 | $7.12B | Sell |
50,864,602
-1,784,256
| -3% | -$250M | 1.78% | 4 |
|
|
2016
Q2 | $7.43B | Sell |
52,648,858
-67,985
| -0.1% | -$9.06M | 1.92% | 3 |
|
|
2016
Q1 | $6.8B | Sell |
52,716,843
-1,096,610
| -2% | -$130M | 1.79% | 4 |
|
|
2015
Q4 | $6.33B | Buy |
53,813,453
+1,825,403
| +4% | +$213M | 1.66% | 6 |
|
|
2015
Q3 | $6.03B | Buy |
51,988,050
+6,570,667
| +14% | +$786M | 1.68% | 5 |
|
|
2015
Q2 | $5.54B | Sell |
45,417,383
-1,287,024
| -3% | -$152M | 1.43% | 6 |
|
|
2015
Q1 | $5.52B | Sell |
46,704,407
-2,026,649
| -4% | -$225M | 1.42% | 6 |
|
|
2014
Q4 | $4.93B | Sell |
48,731,056
-1,802,129
| -4% | -$171M | 1.3% | 8 |
|
|
2014
Q3 | $4.36B | Sell |
50,533,185
-658,797
| -1% | -$55.7M | 1.2% | 9 |
|
|
2014
Q2 | $4.18B | Sell |
51,191,982
-2,222,871
| -4% | -$175M | 1.13% | 9 |
|
|
2014
Q1 | $4.38B | Buy |
53,414,853
+3,627,430
| +7% | +$273M | 1.22% | 9 |
|
|
2013
Q4 | $3.75B | Buy |
49,787,423
+304,911
| +0.6% | +$21.9M | 1.08% | 9 |
|
|
2013
Q3 | $3.54B | Sell |
49,482,512
-937,719
| -2% | -$67.1M | 1.11% | 10 |
|
|
2013
Q2 | $3.3B | Buy |
+50,420,231
| New | +$3.14B | 1.08% | 10 |
|
Other funds holding UNH
VCM
VPM
Wellington Management Group's UNH Position: Q1 2026 in Review
Wellington Management Group reduced its UnitedHealth (UNH) stake by 36% in Q1 2026, selling an estimated $1.67B and leaving 10,091,639 shares worth $2.73B. The position accounts for 0.51% of the portfolio, ranked #33.
Wellington Management Group first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.6B in Q4 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Wellington Management Group held 10,091,639 shares of UnitedHealth worth $2.73B as of Q1 2026.
- Wellington Management Group sold 5,597,135 UnitedHealth shares in Q1 2026, an estimated $1.67B.
- UnitedHealth made up 0.51% of Wellington Management Group's portfolio in Q1 2026, its #33 holding.
- Wellington Management Group first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's UnitedHealth position peaked at $14.6B in Q4 2021.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.