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SIG Brokerage’s UnitedHealth UNH Stock Holding History

SIG Brokerage’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 		$37.7M Sell
90,700
-27,500
-23% -$10.2M 0.73% 30
2026
Q1 		$32M Buy
118,200
+42,000
+55% +$12.5M 0.85% 20
2025
Q4 		$25.2M Sell
76,200
-15,900
-17% -$5.39M 0.78% 20
2025
Q3 		$31.8M Buy
92,100
+79,600
+637% +$24.1M 0.92% 18
2025
Q2 		$3.9M Buy
+12,500
New +$4.78M 0.1% 137

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

SIG Brokerage's UNH Position: Q2 2026 in Review

SIG Brokerage reduced its UnitedHealth (UNH) stake by 47% in Q2 2026, selling an estimated $3.52M and leaving 10,844 shares worth $4.51M. The position accounts for 0.09% of the portfolio, ranked #192.

SIG Brokerage first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.24M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SIG Brokerage held 10,844 shares of UnitedHealth worth $4.51M as of Q2 2026.
  • SIG Brokerage sold 9,508 UnitedHealth shares in Q2 2026, an estimated $3.52M.
  • UnitedHealth made up 0.09% of SIG Brokerage's portfolio in Q2 2026, its #192 holding.
  • SIG Brokerage first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • SIG Brokerage's UnitedHealth position peaked at $9.24M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SIG Brokerage's 13F filing for Q2 2026, filed 14 Aug 2026.