SEC 13F Intelligence

Edmond De Rothschild Holding S.A. / UNH

Edmond De Rothschild Holding S.A.’s Unitedhealth Group Inc Position

Does Edmond De Rothschild Holding S.A. own Unitedhealth Group Inc (UNH)? Yes — 42.1K shares worth $11M (+0.16% of its 13F portfolio) as of Q1 2026.

Position Value
$11M
Q1 2026
Shares
42.1K
% of Portfolio
+0.16%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $12MQ2 ’19: $13MQ3 ’19: $13MQ4 ’19: $14MQ4 ’19Q1 ’20: $12MQ2 ’20: $15MQ3 ’20: $13MQ4 ’20: $16MQ4 ’20Q1 ’21: $17MQ2 ’21: $33MQ3 ’21: $35MQ4 ’21: $45MQ4 ’21Q1 ’22: $46MQ2 ’22: $42MQ3 ’22: $42MQ4 ’22: $56MQ4 ’22Q1 ’23: $55MQ2 ’23: $77MQ3 ’23: $84MQ4 ’23: $77MQ4 ’23Q1 ’24: $63MQ2 ’24: $39MQ3 ’24: $42MQ4 ’24: $26MQ4 ’24Q1 ’25: $25MQ2 ’25: $8MQ3 ’25: $9MQ4 ’25: $14MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202642.1K$11M+0.16%
Q4 202542.1K$14M+0.20%
Q3 202524.8K$9M+0.13%
Q2 202525.1K$8M+0.13%
Q1 202547.8K$25M+0.44%
Q4 202451.8K$26M+0.45%
Q3 202472.0K$42M+0.68%
Q2 202475.7K$39M+0.66%
Q1 2024128.0K$63M+1.06%
Q4 2023146.0K$77M+1.38%
Q3 2023167.3K$84M+1.70%
Q2 2023159.8K$77M+1.51%
Q1 2023115.4K$55M+1.24%
Q4 2022105.6K$56M+1.30%
Q3 202283.4K$42M+1.11%
Q2 202282.2K$42M+1.02%
Q1 202289.5K$46M+0.99%
Q4 202189.1K$45M+0.97%
Q3 202188.8K$35M+0.80%
Q2 202181.9K$33M+0.76%
Q1 202144.6K$17M+0.45%
Q4 202044.3K$16M+0.52%
Q3 202043.2K$13M+0.53%
Q2 202050.3K$15M+0.61%
Q1 202048.5K$12M+0.63%
Q4 201947.6K$14M+0.55%
Q3 201958.2K$13M+0.51%
Q2 201955.3K$13M+0.51%
Q1 201946.7K$12M+0.40%
Q4 201849.2K$12M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmond De Rothschild Holding S.A.’s full portfolio or all institutional holders of UNH.