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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
Q3 		$23.9K Hold
65
– – 0.01% 57
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Wormser Freres Gestion's UNH Position: Q3 2026 in Review

Wormser Freres Gestion held its UnitedHealth (UNH) position steady in Q3 2026 at 65 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #57.

Wormser Freres Gestion first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $159K in Q4 2024. 1,201 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Wormser Freres Gestion held 65 shares of UnitedHealth worth $23.9K as of Q3 2026.
  • Wormser Freres Gestion left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.01% of Wormser Freres Gestion's portfolio in Q3 2026, its #57 holding.
  • Wormser Freres Gestion first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
  • Wormser Freres Gestion's UnitedHealth position peaked at $159K in Q4 2024.
  • 1,201 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Wormser Freres Gestion's 13F filing for Q3 2026, filed 21 Oct 2026.