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Seros Financial’s UnitedHealth UNH Stock Holding History

Seros 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
Q1 		$219K Buy
810
+67
+9% +$20K 0.14% 55
2025
Q4 		$245K Buy
743
+1
+0.1% +$339 0.14% 56
2025
Q3 		$256K Buy
+742
New +$224K 0.16% 53

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Seros Financial's UNH Position: Q1 2026 in Review

Seros Financial increased its UnitedHealth (UNH) stake by 9% in Q1 2026, buying an estimated $20K and bringing the position to 810 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #55.

Seros Financial first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $256K in Q3 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Seros Financial held 810 shares of UnitedHealth worth $219K as of Q1 2026.
  • Seros Financial bought 67 UnitedHealth shares in Q1 2026, an estimated $20K.
  • UnitedHealth made up 0.14% of Seros Financial's portfolio in Q1 2026, its #55 holding.
  • Seros Financial first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Seros Financial's UnitedHealth position peaked at $256K in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Seros Financial's 13F filing for Q1 2026, filed 5 May 2026.