WELLINGTON MANAGEMENT GROUP LLP UNH United Healthcare Cp Common

Ownership history in WELLINGTON MANAGEMENT GROUP LLP  ·  106 quarters on record

AI Ownership Summary

WELLINGTON MANAGEMENT GROUP LLP reported United Healthcare Cp Common (UNH) in 106 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.6% in 2025 Q1. The latest visible filing shows UNH at 0.51% 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 WELLINGTON MANAGEMENT GROUP LLP's position in United Healthcare Cp Common, 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 Q1

UNH was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How WELLINGTON MANAGEMENT GROUP LLP 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 Q1 REDUCED 10,091,639 -5,597,135 -35.7% 0.51% $2.73B 2026-05-15 $393.85
2025 Q4 REDUCED 5.0% -17.4% 15,688,774 -827,153 -5.0% 0.91% $5.18B 2026-02-17 $286.86
2025 Q3 REDUCED 31.8% -4.1% 16,515,927 -7,697,387 -31.8% 1.00% $5.70B 2025-11-14 $317.24
2025 Q2 REDUCED 6.3% +11.3% 24,213,314 -1,634,626 -6.3% 1.37% $7.55B 2025-08-14 $265.92
2025 Q1 ADDED 25,847,940 +2,486,839 +10.6% 2.60% $13.54B 2025-05-13 $302.84
2024 Q4 REDUCED 6.0% +4.0% 23,361,101 -1,503,902 -6.0% 2.16% $11.82B 2025-02-12 $510.75
2024 Q3 REDUCED 24,865,003 -1,018,506 -3.9% 2.55% $14.54B 2024-11-14 $572.23
2024 Q2 ADDED 25,883,509 +1,600,285 +6.6% 2.35% $13.18B 2024-08-14 $557.25
2024 Q1 REDUCED 24,283,224 -109,482 -0.4% 2.13% $12.01B 2024-05-15 $495.43
2023 Q4 REDUCED 24,392,706 -827,528 -3.3% 2.40% $12.84B 2024-02-12 $493.57
96 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELLINGTON MANAGEMENT GROUP LLP and UNH

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

How long has WELLINGTON MANAGEMENT GROUP LLP reported owning UNH?

WELLINGTON MANAGEMENT GROUP LLP reported UNH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNH position in WELLINGTON MANAGEMENT GROUP LLP's portfolio?

The largest reported portfolio weight for UNH was 2.60% in 2025 Q1.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q1, when WELLINGTON MANAGEMENT GROUP LLP reported 10,091,639 shares, equal to 0.51% of portfolio, with an estimated market value of $2.73B.

What does the chart on this UNH ownership page compare?

The chart compares WELLINGTON MANAGEMENT GROUP LLP'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 WELLINGTON MANAGEMENT GROUP LLP time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, WELLINGTON MANAGEMENT GROUP LLP correctly timed 40 out of 104 reported position changes (38%). The annualised alpha on UNH relative to SPY over the holding period was +7.1%.

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