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 Q3	$4.68M	Sell	12,749 -736	-5%	-$296K	0.11%	105
2026 Q2	$5.6M	Sell	13,485 -5,652	-30%	-$2.09M	0.13%	90
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

SBI Securities's UNH Position: Q3 2026 in Review

SBI Securities reduced its UnitedHealth (UNH) stake by 5.5% in Q3 2026, selling an estimated $296K and leaving 12,749 shares worth $4.68M. The position accounts for 0.11% of the portfolio, ranked #105.

SBI Securities first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $9M in Q3 2025. 1,024 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

SBI Securities held 12,749 shares of UnitedHealth worth $4.68M as of Q3 2026.
SBI Securities sold 736 UnitedHealth shares in Q3 2026, an estimated $296K.
UnitedHealth made up 0.11% of SBI Securities's portfolio in Q3 2026, its #105 holding.
SBI Securities first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
SBI Securities's UnitedHealth position peaked at $9M in Q3 2025.
1,024 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.