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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

S-Bank Fund Management's UNH Position: Q1 2026 in Review

S-Bank Fund Management reduced its UnitedHealth (UNH) stake by 77% in Q1 2026, selling an estimated $2.98M and leaving 3,000 shares worth $812K. The position accounts for 0.12% of the portfolio, ranked #103.

S-Bank Fund Management first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.86M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

S-Bank Fund Management held 3,000 shares of UnitedHealth worth $812K as of Q1 2026.
S-Bank Fund Management sold 10,000 UnitedHealth shares in Q1 2026, an estimated $2.98M.
UnitedHealth made up 0.12% of S-Bank Fund Management's portfolio in Q1 2026, its #103 holding.
S-Bank Fund Management first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
S-Bank Fund Management's UnitedHealth position peaked at $4.86M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.