SFG
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SevenBridge Financial Group’s UnitedHealth UNH Stock Holding History

SevenBridge Financial Group’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 		$903K Sell
2,554
-6,915
-73% -$2.06M 0.14% 123
2025
Q4 		$3.33M Sell
9,469
-1,026
-10% -$348K 0.54% 66
2025
Q3 		$3.56M Buy
10,495
+666
+7% +$201K 0.59% 60
2025
Q2 		$2.57M Buy
9,829
+1,570
+19% +$600K 0.45% 75
2025
Q1 		$3.13M Buy
8,259
+37
+0.5% +$18.9K 0.62% 55
2024
Q4 		$4.39M Buy
8,222
+1,092
+15% +$620K 0.83% 34
2024
Q3 		$4.46M Buy
7,130
+211
+3% +$119K 0.86% 31
2024
Q2 		$3.93M Sell
6,919
-10
-0.1% -$4.9K 0.87% 33
2024
Q1 		$3.41M Sell
6,929
-100
-1% -$50.8K 0.77% 40
2023
Q4 		$3.7M Buy
7,029
+141
+2% +$75.2K 0.87% 35
2023
Q3 		$3.47M Buy
6,888
+417
+6% +$205K 0.9% 33
2023
Q2 		$3.11M Buy
6,471
+401
+7% +$196K 0.8% 36
2023
Q1 		$2.87M Sell
6,070
-67
-1% -$32.3K 0.79% 39
2022
Q4 		$3.25M Sell
6,137
-39
-0.6% -$20.7K 0.95% 35
2022
Q3 		$3.12M Sell
6,176
-138
-2% -$72.6K 1.06% 31
2022
Q2 		$3.24M Sell
6,314
-144
-2% -$72.3K 1.31% 22
2022
Q1 		$3.29M Sell
6,458
-544
-8% -$262K 1.16% 25
2021
Q4 		$3.52M Sell
7,002
-49
-0.7% -$22.2K 1.06% 28
2021
Q3 		$2.75M Sell
7,051
-141
-2% -$58.4K 0.92% 34
2021
Q2 		$2.88M Buy
7,192
+267
+4% +$106K 0.94% 33
2021
Q1 		$2.58M Buy
6,925
+39
+0.6% +$13.5K 0.94% 31
2020
Q4 		$2.42M Buy
6,886
+150
+2% +$50.3K 0.94% 31
2020
Q3 		$2.1M Sell
6,736
-27
-0.4% -$8.29K 0.96% 30
2020
Q2 		$2M Buy
6,763
+7
+0.1% +$2.01K 0.99% 28
2020
Q1 		$1.69M Buy
6,756
+220
+3% +$60.5K 0.98% 36
2019
Q4 		$1.92M Sell
6,536
-132
-2% -$34.5K 0.5% 45
2019
Q3 		$1.45M Buy
6,668
+765
+13% +$185K 0.76% 44
2019
Q2 		$1.44M Buy
5,903
+288
+5% +$69.3K 0.52% 51
2019
Q1 		$1.39M Buy
5,615
+102
+2% +$26K 0.52% 53
2018
Q4 		$1.37M Buy
5,513
+614
+13% +$162K 0.84% 40
2018
Q3 		$1.3M Buy
4,899
+101
+2% +$26.3K 0.69% 43
2018
Q2 		$1.18M Buy
4,798
+64
+1% +$15.4K 0.66% 49
2018
Q1 		$1.01M Buy
4,734
+171
+4% +$39.1K 0.58% 51
2017
Q4 		$1.01M Buy
4,563
+50
+1% +$10.6K 0.56% 56
2017
Q3 		$884K Buy
4,513
+430
+11% +$83.1K 0.51% 62
2017
Q2 		$757K Buy
4,083
+472
+13% +$82.8K 0.46% 67
2017
Q1 		$599K Buy
3,611
+3,032
+524% +$497K 0.39% 75
2016
Q4 		$78K Hold
579
– – 0.06% 215
2016
Q3 		$78K Buy
579
+379
+190% +$53.1K 0.06% 212
2016
Q2 		$28K Buy
+200
New +$26.7K 0.02% 358

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

SevenBridge Financial Group's UNH Position: Q1 2026 in Review

SevenBridge Financial Group reduced its UnitedHealth (UNH) stake by 73% in Q1 2026, selling an estimated $2.06M and leaving 2,554 shares worth $903K. The position accounts for 0.14% of the portfolio, ranked #123.

SevenBridge Financial Group first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.46M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SevenBridge Financial Group held 2,554 shares of UnitedHealth worth $903K as of Q1 2026.
  • SevenBridge Financial Group sold 6,915 UnitedHealth shares in Q1 2026, an estimated $2.06M.
  • UnitedHealth made up 0.14% of SevenBridge Financial Group's portfolio in Q1 2026, its #123 holding.
  • SevenBridge Financial Group first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's UnitedHealth position peaked at $4.46M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.