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Wormser Freres Gestion’s UnitedHealth UNH Stock Holding History

Wormser Freres Gestion’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 		$27K Hold
65
– – 0.02% 50
2026
Q1 		$18K Sell
65
-5
-7% -$1.49K 0.01% 36
2025
Q4 		$23.1K Hold
70
– – 0.01% 41
2025
Q3 		$24.2K Sell
70
-58
-45% -$17.5K 0.01% 42
2025
Q2 		$39.9K Hold
128
– – 0.02% 42
2025
Q1 		$66.2K Sell
128
-181
-59% -$92.5K 0.04% 41
2024
Q4 		$159K Buy
309
+284
+1,136% +$161K 0.09% 34
2024
Q3 		$14.6K Hold
25
– – 0.01% 41
2024
Q2 		$13.2K Hold
25
– – 0.01% 42
2024
Q1 		$11.8K Sell
25
-7
-22% -$3.56K 0.01% 39
2023
Q4 		$16.8K Buy
+32
New +$17.1K 0.01% 39

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wormser Freres Gestion's UNH Position: Q2 2026 in Review

Wormser Freres Gestion held its UnitedHealth (UNH) position steady in Q2 2026 at 65 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #50.

Wormser Freres Gestion first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $159K in Q4 2024. 749 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wormser Freres Gestion held 65 shares of UnitedHealth worth $27K as of Q2 2026.
  • Wormser Freres Gestion left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.02% of Wormser Freres Gestion's portfolio in Q2 2026, its #50 holding.
  • Wormser Freres Gestion first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Wormser Freres Gestion's UnitedHealth position peaked at $159K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.