Seros Financial
UNH icon

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
Q3 		$202K Sell
550
-19
-3% -$7.65K 0.1% 66
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Seros Financial's UNH Position: Q3 2026 in Review

Seros Financial reduced its UnitedHealth (UNH) stake by 3.3% in Q3 2026, selling an estimated $7.65K and leaving 550 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #66.

Seros Financial first reported a position in UNH in Q3 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Seros Financial held 550 shares of UnitedHealth worth $202K as of Q3 2026.
  • Seros Financial sold 19 UnitedHealth shares in Q3 2026, an estimated $7.65K.
  • UnitedHealth made up 0.1% of Seros Financial's portfolio in Q3 2026, its #66 holding.
  • Seros Financial first reported a position in UnitedHealth in Q3 2025 and has held it in 5 quarters since.
  • Seros Financial's UnitedHealth position peaked at $256K in Q3 2025.
  • 2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.