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Severin Investments’s UnitedHealth UNH Stock Holding History

Severin Investments’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 		$527K Buy
+1,267
New +$470K 0.4% 88
2025
Q4 		– Sell
-1,731
Closed -$598K – 196
2025
Q3 		$598K Buy
+1,731
New +$524K 0.53% 65
2025
Q2 		– Sell
-1,195
Closed -$626K – 202
2025
Q1 		$626K Sell
1,195
-599
-33% -$306K 0.63% 45
2024
Q4 		$908K Buy
+1,794
New +$1.02M 0.9% 20

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

Severin Investments's UNH Position: Q2 2026 in Review

Severin Investments opened a new position in UnitedHealth (UNH) in Q2 2026: 1,267 shares worth $527K. The stake represents 0.4% of the portfolio and ranks #88 among its holdings. This is a return to the name: Severin Investments previously reported a position in UNH as recently as Q3 2025.

Severin Investments first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $908K in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Severin Investments held 1,267 shares of UnitedHealth worth $527K as of Q2 2026.
  • UnitedHealth was a new Severin Investments position in Q2 2026.
  • UnitedHealth made up 0.4% of Severin Investments's portfolio in Q2 2026, its #88 holding.
  • Severin Investments first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • Severin Investments's UnitedHealth position peaked at $908K in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.