Seamount Financial Group’s UnitedHealth UNH Stock Holding History

Seamount Financial Group’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	$525K	Hold	1,264	–	–	0.21%	91
2026 Q1	$342K	Sell	1,264 -5	-0.4%	-$1.49K	0.15%	106
2025 Q4	$419K	Sell	1,269 -15	-1%	-$5.08K	0.19%	96
2025 Q3	$443K	Buy	1,284 +466	+57%	+$141K	0.21%	90
2025 Q2	$255K	Buy	818 +37	+5%	+$14.1K	0.13%	113
2025 Q1	$409K	Sell	781 -33	-4%	-$16.9K	0.28%	74
2024 Q4	$412K	Sell	814 -33	-4%	-$18.8K	0.28%	73
2024 Q3	$495K	Hold	847	–	–	0.37%	63
2024 Q2	$431K	Sell	847 -15	-2%	-$7.35K	0.35%	64
2024 Q1	$426K	Sell	862 -842	-49%	-$428K	0.37%	64
2023 Q4	$897K	Buy	+1,704	New	+$909K	0.86%	30

Other funds holding UNH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Seamount Financial Group's UNH Position: Q2 2026 in Review

Seamount Financial Group held its UnitedHealth (UNH) position steady in Q2 2026 at 1,264 shares worth $525K. The position accounts for 0.21% of the portfolio, ranked #91.

Seamount Financial Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $897K in Q4 2023. 1,350 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Seamount Financial Group held 1,264 shares of UnitedHealth worth $525K as of Q2 2026.
Seamount Financial Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.21% of Seamount Financial Group's portfolio in Q2 2026, its #91 holding.
Seamount Financial Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's UnitedHealth position peaked at $897K in Q4 2023.
1,350 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.