SBK Financial
UNH icon

SBK Financial’s UnitedHealth UNH Stock Holding History

SBK Financial’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 		$38.2K Hold
104
– – 0.02% 129
2026
Q2 		$43.2K Buy
104
+45
+76% +$16.7K 0.03% 135
2026
Q1 		$16K Buy
+59
New +$17.6K 0.01% 147
2022
Q3 		– Sell
-429
Closed -$220K – 67
2022
Q2 		$220K Hold
429
– – 0.29% 64
2022
Q1 		$219K Hold
429
– – 0.22% 65
2021
Q4 		$215K Buy
+429
New +$194K 0.17% 74

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SBK Financial's UNH Position: Q3 2026 in Review

SBK Financial held its UnitedHealth (UNH) position steady in Q3 2026 at 104 shares worth $38.2K. The position accounts for 0.02% of the portfolio, ranked #129.

SBK Financial first reported a position in UNH in Q4 2021 and has held it in 6 quarters since. The position peaked at $220K in Q2 2022. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • SBK Financial held 104 shares of UnitedHealth worth $38.2K as of Q3 2026.
  • SBK Financial left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.02% of SBK Financial's portfolio in Q3 2026, its #129 holding.
  • SBK Financial first reported a position in UnitedHealth in Q4 2021 and has held it in 6 quarters since.
  • SBK Financial's UnitedHealth position peaked at $220K in Q2 2022.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.