FRANKLIN TEMPLETON INC UNH — UNITED HEALTHCARE CORP COMMON SHS

Ownership history in FRANKLIN TEMPLETON INC  ·  111 quarters on record

AI Ownership Summary

FRANKLIN TEMPLETON INC reported UNITED HEALTHCARE CORP COMMON SHS (UNH) in 111 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.35% in 2024 Q3. The latest visible filing shows UNH at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FRANKLIN TEMPLETON INC's position in UNITED HEALTHCARE CORP COMMON SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

UNH was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page FRANKLIN TEMPLETON INC fund profile FRANKLIN TEMPLETON INC full holdings
How FRANKLIN TEMPLETON INC held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,416,146 +1,772,357 +20.5% 0.90% $4.26B 2026-11-12 $405.13
2026 Q2 ADDED — — — 8,643,789 +2,969,666 +52.3% 0.78% $3.59B 2026-08-13 $396.62
2026 Q1 REDUCED 11.6% +56.0% ❌ 5,674,123 -745,580 -11.6% 0.38% $1.54B 2026-05-15 (Est.) $389.22
2025 Q4 ADDED — — — 6,419,703 +583,226 +10.0% 0.52% $2.12B 2026-02-11 $273.50
2025 Q3 ADDED — — — 5,836,477 +959,038 +19.7% 0.50% $2.02B 2025-11-14 (Est.) $313.51
2025 Q2 REDUCED 44.9% +11.3% ❌ 4,877,439 -3,971,789 -44.9% 0.40% $1.52B 2025-08-14 (Est.) $262.79
2025 Q1 REDUCED — — — 8,849,228 -74,542 -0.8% 1.33% $4.63B 2025-05-13 $299.28
2024 Q4 ADDED — — — 8,923,770 +739,976 +9.0% 1.25% $4.51B 2025-02-12 $504.74
2024 Q3 ADDED — — — 8,183,794 +315,678 +4.0% 1.35% $4.95B 2024-11-12 $586.02
2024 Q2 ADDED — — — 7,868,116 +392,679 +5.3% 1.23% $4.01B 2024-08-14 $550.70
101 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q3 — sorted by position size

BAYBAN 12.37% Endure Capital Management, LLC 12.07% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 8.89% Vantage Investment Partners, LLC 3Y 7Y 7.02% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 6.79% Bretton Capital Management, LLC 6.71% Veritas Asset Management LLP 3Y 7Y 6.42% Seilern Investment Management Ltd 6.23% Focused Investors LLC 3Y 7Y 5.68% MFF Capital Investments Ltd 5.66%

FAQ About FRANKLIN TEMPLETON INC and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has FRANKLIN TEMPLETON INC reported owning UNH?

FRANKLIN TEMPLETON INC reported UNH across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported UNH position in FRANKLIN TEMPLETON INC's portfolio?

The largest reported portfolio weight for UNH was 1.35% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q3, when FRANKLIN TEMPLETON INC reported 10,416,146 shares, equal to 0.90% of portfolio, with an estimated market value of $4.26B.

What does the chart on this UNH ownership page compare?

The chart compares FRANKLIN TEMPLETON INC's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FRANKLIN TEMPLETON INC time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, FRANKLIN TEMPLETON INC correctly timed 70 out of 110 reported position changes (64%). The annualised alpha on UNH relative to SPY over the holding period was +16.6%.

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