Epoch Investment Partners, Inc. / UNH
Epoch Investment Partners, Inc.’s Unitedhealth Group Inc Position
Does Epoch Investment Partners, Inc. own Unitedhealth Group Inc (UNH)? Yes — 74.6K shares worth $20M (+0.12% of its 13F portfolio) as of Q1 2026, down from 77.0K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
74.6K
% of Portfolio
+0.12%
Quarters Held
27
currently held
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 74.6K | $20M | +0.12% |
| Q4 2025 | 77.0K | $25M | +0.14% |
| Q3 2025 | 65.0K | $22M | +0.12% |
| Q2 2025 | 109.4K | $34M | +0.18% |
| Q1 2025 | 609.2K | $319M | +1.65% |
| Q4 2024 | 712.7K | $361M | +1.75% |
| Q3 2024 | 781.8K | $457M | +2.05% |
| Q2 2024 | 865.8K | $441M | +2.01% |
| Q1 2024 | 781.6K | $387M | +1.72% |
| Q4 2023 | 911.3K | $480M | +2.18% |
| Q3 2023 | 544.6K | $275M | +1.75% |
| Q2 2023 | 503.6K | $242M | +1.40% |
| Q1 2023 | 502.0K | $237M | +1.41% |
| Q4 2022 | 512.3K | $272M | +1.62% |
| Q3 2022 | 460.9K | $233M | +1.52% |
| Q2 2022 | 466.7K | $240M | +1.40% |
| Q1 2022 | 501.5K | $256M | +1.25% |
| Q4 2021 | 464.0K | $233M | +1.18% |
| Q3 2021 | 480.1K | $188M | +1.04% |
| Q3 2020 | 1.20M | $375M | +1.87% |
| Q2 2020 | 1.34M | $395M | +2.04% |
| Q1 2020 | 1.56M | $390M | +2.36% |
| Q4 2019 | 1.83M | $537M | +2.32% |
| Q3 2019 | 1.75M | $379M | +1.73% |
| Q2 2019 | 1.55M | $378M | +1.71% |
| Q1 2019 | 1.46M | $360M | +1.57% |
| Q4 2018 | 1.80M | $449M | +2.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Epoch Investment Partners, Inc.’s full portfolio or all institutional holders of UNH.