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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SBI Securities's UNH Position: Q2 2026 in Review

SBI Securities reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $2.09M and leaving 13,485 shares worth $5.6M. The position accounts for 0.13% of the portfolio, ranked #90.

SBI Securities first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $9M in Q3 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SBI Securities held 13,485 shares of UnitedHealth worth $5.6M as of Q2 2026.
  • SBI Securities sold 5,652 UnitedHealth shares in Q2 2026, an estimated $2.09M.
  • UnitedHealth made up 0.13% of SBI Securities's portfolio in Q2 2026, its #90 holding.
  • SBI Securities first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's UnitedHealth position peaked at $9M in Q3 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.