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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
Q2 		$237K Sell
569
-241
-30% -$89.3K 0.12% 53
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 $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

Seros Financial's UNH Position: Q2 2026 in Review

Seros Financial reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $89.3K and leaving 569 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #53.

Seros Financial first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. The position peaked at $256K in Q3 2025. 3,381 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Seros Financial held 569 shares of UnitedHealth worth $237K as of Q2 2026.
  • Seros Financial sold 241 UnitedHealth shares in Q2 2026, an estimated $89.3K.
  • UnitedHealth made up 0.12% of Seros Financial's portfolio in Q2 2026, its #53 holding.
  • Seros Financial first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • Seros Financial's UnitedHealth position peaked at $256K in Q3 2025.
  • 3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.