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Sendero Wealth Management’s UnitedHealth UNH Stock Holding History

Sendero Wealth Management’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 		$2.75M Sell
6,618
-112
-2% -$41.5K 0.27% 65
2026
Q1 		$1.82M Buy
6,730
+80
+1% +$23.8K 0.2% 72
2025
Q4 		$2.2M Buy
6,650
+525
+9% +$178K 0.24% 65
2025
Q3 		$2.11M Sell
6,125
-114
-2% -$34.5K 0.25% 64
2025
Q2 		$1.95M Buy
6,239
+2,699
+76% +$1.03M 0.24% 66
2025
Q1 		$1.85M Buy
3,540
+663
+23% +$339K 0.26% 63
2024
Q4 		$1.46M Buy
2,877
+185
+7% +$105K 0.22% 70
2024
Q3 		$1.57M Buy
2,692
+37
+1% +$20.9K 0.25% 58
2024
Q2 		$1.35M Buy
2,655
+978
+58% +$479K 0.23% 61
2024
Q1 		$830K Sell
1,677
-890
-35% -$452K 0.14% 93
2023
Q4 		$1.35M Buy
2,567
+103
+4% +$54.9K 0.25% 67
2023
Q3 		$1.24M Buy
2,464
+27
+1% +$13.3K 0.27% 67
2023
Q2 		$1.17M Sell
2,437
-3,773
-61% -$1.84M 0.26% 72
2023
Q1 		$2.93M Buy
6,210
+607
+11% +$293K 0.9% 22
2022
Q4 		$2.97M Sell
5,603
-1,006
-15% -$533K 1.06% 10
2022
Q3 		$3.34M Sell
6,609
-384
-5% -$202K 1.39% 10
2022
Q2 		$3.59M Buy
6,993
+1,143
+20% +$574K 3.44% 7
2022
Q1 		$2.98M Buy
5,850
+22
+0.4% +$10.6K 1.38% 10
2021
Q4 		$2.93M Buy
+5,828
New +$2.64M 1.3% 13

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

Sendero Wealth Management's UNH Position: Q2 2026 in Review

Sendero Wealth Management reduced its UnitedHealth (UNH) stake by 1.7% in Q2 2026, selling an estimated $41.5K and leaving 6,618 shares worth $2.75M. The position accounts for 0.27% of the portfolio, ranked #65.

Sendero Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q2 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sendero Wealth Management held 6,618 shares of UnitedHealth worth $2.75M as of Q2 2026.
  • Sendero Wealth Management sold 112 UnitedHealth shares in Q2 2026, an estimated $41.5K.
  • UnitedHealth made up 0.27% of Sendero Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Sendero Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Sendero Wealth Management's UnitedHealth position peaked at $3.59M in Q2 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.