S-Bank Fund Management’s UnitedHealth UNH Stock Holding History

S-Bank Fund Management’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 Q2	$2.74M	Buy	6,594 +3,594	+120%	+$1.33M	0.37%	59
2026 Q1	$812K	Sell	3,000 -10,000	-77%	-$2.98M	0.12%	103
2025 Q4	$4.29M	Sell	13,000 -1,077	-8%	-$365K	0.56%	49
2025 Q3	$4.86M	Buy	14,077 +3,933	+39%	+$1.19M	0.65%	43
2025 Q2	$3.16M	Buy	10,144 +2,644	+35%	+$1.01M	0.47%	59
2025 Q1	$3.93M	Buy	+7,500	New	+$3.83M	0.74%	42

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

S-Bank Fund Management's UNH Position: Q2 2026 in Review

S-Bank Fund Management increased its UnitedHealth (UNH) stake by 120% in Q2 2026, buying an estimated $1.33M and bringing the position to 6,594 shares worth $2.74M. The position accounts for 0.37% of the portfolio, ranked #59.

S-Bank Fund Management first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.86M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

S-Bank Fund Management held 6,594 shares of UnitedHealth worth $2.74M as of Q2 2026.
S-Bank Fund Management bought 3,594 UnitedHealth shares in Q2 2026, an estimated $1.33M.
UnitedHealth made up 0.37% of S-Bank Fund Management's portfolio in Q2 2026, its #59 holding.
S-Bank Fund Management first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
S-Bank Fund Management's UnitedHealth position peaked at $4.86M in Q3 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.