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Seven Mile Advisory’s UnitedHealth UNH Stock Holding History

Seven Mile Advisory’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 		– Sell
-2,164
Closed -$714K – 282
2025
Q4 		$714K Buy
2,164
+1,315
+155% +$446K 0.12% 88
2025
Q3 		$293K Sell
849
-320
-27% -$96.8K 0.05% 208
2025
Q2 		$365K Sell
1,169
-524
-31% -$200K 0.22% 95
2025
Q1 		$887K Buy
1,693
+110
+7% +$56.2K 0.59% 30
2024
Q4 		$801K Sell
1,583
-294
-16% -$167K 0.51% 30
2024
Q3 		$1.1M Buy
1,877
+151
+9% +$85.4K 0.73% 25
2024
Q2 		$879K Buy
1,726
+90
+6% +$44.1K 0.65% 29
2024
Q1 		$809K Sell
1,636
-22
-1% -$11.2K 0.61% 30
2023
Q4 		$873K Buy
1,658
+171
+11% +$91.2K 0.76% 26
2023
Q3 		$750K Buy
1,487
+206
+16% +$101K 0.79% 26
2023
Q2 		$616K Buy
+1,281
New +$626K 0.72% 31

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

Seven Mile Advisory's UNH Position: Q1 2026 in Review

Seven Mile Advisory sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,164 shares — an estimated $714K sold.

Seven Mile Advisory first reported a position in UNH in Q2 2023 and held it in 11 quarters. The position peaked at $1.1M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Seven Mile Advisory reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 2,164 UnitedHealth shares in Q1 2026, an estimated $714K.
  • Seven Mile Advisory first reported a position in UnitedHealth in Q2 2023 and held it in 11 quarters.
  • Seven Mile Advisory's UnitedHealth position peaked at $1.1M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.