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Sequoia Financial Advisors’s UnitedHealth UNH Stock Holding History

Sequoia Financial Advisors’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
2025
Q3 		– Sell
-1,000
Closed -$31.4K – 1807
2025
Q2 		$31.4K Buy
+1,000
New +$382K ﹤0.01% 1563

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Sequoia Financial Advisors's UNH Position: Q2 2026 in Review

Sequoia Financial Advisors increased its UnitedHealth (UNH) stake by 5.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 56,842 shares worth $23.6M. The position accounts for 0.12% of the portfolio, ranked #127.

Sequoia Financial Advisors first reported a position in UNH in Q2 2017 and has held it in 37 quarters since. The position peaked at $27.4M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sequoia Financial Advisors held 56,842 shares of UnitedHealth worth $23.6M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,741 UnitedHealth shares in Q2 2026, an estimated $1.02M.
  • UnitedHealth made up 0.12% of Sequoia Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Sequoia Financial Advisors first reported a position in UnitedHealth in Q2 2017 and has held it in 37 quarters since.
  • Sequoia Financial Advisors's UnitedHealth position peaked at $27.4M in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.