SS
UNH icon

SBI Securities’s UnitedHealth UNH Stock Holding History

SBI Securities’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 		$5.18M Sell
19,137
-1,533
-7% -$457K 0.14% 87
2025
Q4 		$6.82M Sell
20,670
-5,403
-21% -$1.83M 0.18% 77
2025
Q3 		$9M Buy
26,073
+11,882
+84% +$3.59M 0.23% 70
2025
Q2 		$4.43M Buy
14,191
+7,675
+118% +$2.93M 0.13% 101
2025
Q1 		$3.41M Buy
6,516
+368
+6% +$188K 0.11% 113
2024
Q4 		$3.11M Buy
+6,148
New +$3.49M 0.1% 127

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SBI Securities's UNH Position: Q1 2026 in Review

SBI Securities reduced its UnitedHealth (UNH) stake by 7.4% in Q1 2026, selling an estimated $457K and leaving 19,137 shares worth $5.18M. The position accounts for 0.14% of the portfolio, ranked #87.

SBI Securities first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $9M in Q3 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SBI Securities held 19,137 shares of UnitedHealth worth $5.18M as of Q1 2026.
  • SBI Securities sold 1,533 UnitedHealth shares in Q1 2026, an estimated $457K.
  • UnitedHealth made up 0.14% of SBI Securities's portfolio in Q1 2026, its #87 holding.
  • SBI Securities first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's UnitedHealth position peaked at $9M in Q3 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.