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Sigma Planning Corp’s UnitedHealth UNH Stock Holding History

Sigma Planning Corp’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 		$3.93M Sell
14,518
-593
-4% -$177K 0.11% 199
2025
Q4 		$4.99M Sell
15,111
-1,287
-8% -$436K 0.14% 147
2025
Q3 		$5.66M Buy
16,398
+767
+5% +$232K 0.16% 123
2025
Q2 		$4.88M Buy
15,631
+583
+4% +$223K 0.15% 139
2025
Q1 		$7.88M Buy
15,048
+457
+3% +$234K 0.25% 76
2024
Q4 		$7.38M Sell
14,591
-481
-3% -$273K 0.23% 79
2024
Q3 		$8.81M Buy
15,072
+144
+1% +$81.4K 0.27% 67
2024
Q2 		$7.6M Sell
14,928
-935
-6% -$458K 0.24% 77
2024
Q1 		$7.85M Buy
15,863
+8,935
+129% +$4.54M 0.25% 76
2023
Q4 		$3.65M Sell
6,928
-8,041
-54% -$4.29M 0.29% 71
2023
Q3 		$7.55M Sell
14,969
-1,206
-7% -$594K 0.28% 67
2023
Q2 		$7.77M Sell
16,175
-3,294
-17% -$1.61M 0.28% 65
2023
Q1 		$9.2M Sell
19,469
-8,587
-31% -$4.14M 0.31% 55
2022
Q4 		$14.9M Sell
28,056
-2,128
-7% -$1.13M 0.53% 29
2022
Q3 		$15.2M Buy
30,184
+6,879
+30% +$3.62M 0.58% 23
2022
Q2 		$12M Sell
23,305
-2,270
-9% -$1.14M 0.42% 40
2022
Q1 		$13M Sell
25,575
-1,249
-5% -$602K 0.39% 41
2021
Q4 		$13.5M Buy
26,824
+1,020
+4% +$462K 0.38% 44
2021
Q3 		$10.1M Buy
25,804
+2,957
+13% +$1.22M 0.3% 64
2021
Q2 		$9.15M Buy
22,847
+635
+3% +$253K 0.27% 72
2021
Q1 		$8.26M Buy
22,212
+880
+4% +$305K 0.26% 81
2020
Q4 		$7.48M Buy
21,332
+2,211
+12% +$741K 0.25% 85
2020
Q3 		$5.96M Sell
19,121
-25
-0.1% -$7.68K 0.24% 86
2020
Q2 		$5.65M Buy
19,146
+349
+2% +$100K 0.25% 81
2020
Q1 		$4.69M Sell
18,797
-723
-4% -$199K 0.28% 64
2019
Q4 		$5.74M Buy
19,520
+177
+0.9% +$46.3K 0.24% 82
2019
Q3 		$4.2M Buy
19,343
+634
+3% +$153K 0.2% 120
2019
Q2 		$4.57M Buy
18,709
+3,328
+22% +$800K 0.24% 100
2019
Q1 		$3.8M Buy
15,381
+692
+5% +$176K 0.22% 114
2018
Q4 		$3.66M Sell
14,689
-7,962
-35% -$2.1M 0.27% 87
2018
Q3 		$6.03M Buy
22,651
+1,200
+6% +$312K 0.35% 58
2018
Q2 		$5.26M Buy
21,451
+3,084
+17% +$741K 0.35% 60
2018
Q1 		$3.93M Buy
18,367
+1,105
+6% +$252K 0.29% 73
2017
Q4 		$3.81M Sell
17,262
-244
-1% -$51.7K 0.29% 76
2017
Q3 		$3.43M Buy
17,506
+438
+3% +$84.6K 0.28% 76
2017
Q2 		$3.17M Buy
17,068
+811
+5% +$142K 0.3% 72
2017
Q1 		$2.67M Buy
16,257
+8,063
+98% +$1.32M 0.26% 89
2016
Q4 		$1.31M Buy
8,194
+329
+4% +$49.1K 0.14% 169
2016
Q3 		$1.1M Buy
7,865
+356
+5% +$49.9K 0.13% 182
2016
Q2 		$1.06M Buy
7,509
+613
+9% +$81.7K 0.14% 170
2016
Q1 		$889K Sell
6,896
-1,596
-19% -$189K 0.12% 204
2015
Q4 		$999K Sell
8,492
-952
-10% -$111K 0.14% 172
2015
Q3 		$1.1M Buy
9,444
+1,849
+24% +$221K 0.17% 144
2015
Q2 		$927K Buy
7,595
+1,606
+27% +$190K 0.13% 196
2015
Q1 		$709K Buy
5,989
+1,105
+23% +$123K 0.09% 256
2014
Q4 		$494K Buy
+4,884
New +$463K 0.07% 334

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

Sigma Planning Corp's UNH Position: Q1 2026 in Review

Sigma Planning Corp reduced its UnitedHealth (UNH) stake by 3.9% in Q1 2026, selling an estimated $177K and leaving 14,518 shares worth $3.93M. The position accounts for 0.11% of the portfolio, ranked #199.

Sigma Planning Corp first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.2M in Q3 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sigma Planning Corp held 14,518 shares of UnitedHealth worth $3.93M as of Q1 2026.
  • Sigma Planning Corp sold 593 UnitedHealth shares in Q1 2026, an estimated $177K.
  • UnitedHealth made up 0.11% of Sigma Planning Corp's portfolio in Q1 2026, its #199 holding.
  • Sigma Planning Corp first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's UnitedHealth position peaked at $15.2M in Q3 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.