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Signature Estate & Investment Advisors’s UnitedHealth UNH Stock Holding History

Signature Estate & Investment Advisors’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 		$1.25M Sell
3,006
-429
-12% -$159K 0.02% 231
2026
Q1 		$929K Sell
3,435
-68
-2% -$20.3K 0.02% 281
2025
Q4 		$1.16M Sell
3,503
-328
-9% -$111K 0.02% 237
2025
Q3 		$1.32M Buy
3,831
+162
+4% +$49K 0.03% 207
2025
Q2 		$1.14M Buy
3,669
+8
+0.2% +$3.06K 0.03% 210
2025
Q1 		$1.92M Sell
3,661
-25
-0.7% -$12.8K 0.05% 144
2024
Q4 		$1.86M Buy
3,686
+450
+14% +$256K 0.05% 139
2024
Q3 		$1.89M Sell
3,236
-532
-14% -$301K 0.04% 141
2024
Q2 		$1.92M Buy
3,768
+2,481
+193% +$1.22M 0.05% 135
2024
Q1 		$637K Sell
1,287
-414
-24% -$210K 0.02% 108
2023
Q4 		$895K Buy
1,701
+412
+32% +$220K 0.03% 105
2023
Q3 		$649K Sell
1,289
-35
-3% -$17.2K 0.02% 106
2023
Q2 		$636K Buy
1,324
+22
+2% +$10.8K 0.02% 107
2023
Q1 		$615K Sell
1,302
-54
-4% -$26.1K 0.02% 108
2022
Q4 		$718K Sell
1,356
-245
-15% -$130K 0.03% 107
2022
Q3 		$808K Buy
1,601
+109
+7% +$57.3K 0.04% 97
2022
Q2 		$766K Sell
1,492
-114
-7% -$57.3K 0.04% 100
2022
Q1 		$820K Buy
1,606
+19
+1% +$9.16K 0.04% 97
2021
Q4 		$797K Sell
1,587
-34
-2% -$15.4K 0.04% 96
2021
Q3 		$634K Buy
1,621
+12
+0.7% +$4.97K 0.03% 104
2021
Q2 		$645K Buy
1,609
+123
+8% +$49K 0.03% 102
2021
Q1 		$553K Buy
1,486
+125
+9% +$43.3K 0.03% 113
2020
Q4 		$478K Sell
1,361
-52
-4% -$17.4K 0.03% 112
2020
Q3 		$440K Buy
1,413
+55
+4% +$16.9K 0.03% 111
2020
Q2 		$401K Buy
1,358
+178
+15% +$51K 0.03% 105
2020
Q1 		$294K Sell
1,180
-378
-24% -$104K 0.02% 108
2019
Q4 		$458K Sell
1,558
-92
-6% -$24.1K 0.03% 116
2019
Q3 		$358K Sell
1,650
-785
-32% -$189K 0.02% 120
2019
Q2 		$594K Sell
2,435
-1,372
-36% -$330K 0.04% 110
2019
Q1 		$941K Sell
3,807
-86,426
-96% -$22M 0.06% 103
2018
Q4 		$22.5M Buy
90,233
+2,500
+3% +$660K 1.99% 11
2018
Q3 		$23.3M Sell
87,733
-7,792
-8% -$2.03M 2.1% 15
2018
Q2 		$23.4M Buy
95,525
+1,198
+1% +$288K 2.21% 12
2018
Q1 		$20.2M Buy
94,327
+5,717
+6% +$1.31M 2.04% 14
2017
Q4 		$19.5M Sell
88,610
-708
-0.8% -$150K 1.99% 13
2017
Q3 		$17.5M Sell
89,318
-7,240
-7% -$1.4M 1.95% 15
2017
Q2 		$17.9M Sell
96,558
-3,559
-4% -$624K 2.12% 11
2017
Q1 		$16.4M Sell
100,117
-1,319
-1% -$216K 2.05% 12
2016
Q4 		$16.2M Sell
101,436
-844
-0.8% -$126K 2.25% 10
2016
Q3 		$14.3M Sell
102,280
-237
-0.2% -$33.2K 2.1% 14
2016
Q2 		$14.5M Sell
102,517
-12,377
-11% -$1.65M 2.31% 12
2016
Q1 		$14.8M Buy
114,894
+2,777
+2% +$329K 2.43% 11
2015
Q4 		$13.2M Buy
112,117
+5,825
+5% +$681K 2.28% 13
2015
Q3 		$12.3M Buy
106,292
+6,938
+7% +$830K 2.57% 9
2015
Q2 		$12.1M Buy
99,354
+7,511
+8% +$888K 2.71% 8
2015
Q1 		$10.9M Buy
91,843
+8,469
+10% +$941K 2.87% 8
2014
Q4 		$8.43M Buy
83,374
+494
+0.6% +$46.8K 2.8% 13
2014
Q3 		$7.15M Buy
82,880
+6,957
+9% +$588K 2.55% 14
2014
Q2 		$6.21M Buy
75,923
+8,755
+13% +$689K 2.18% 19
2014
Q1 		$5.51M Buy
67,168
+10,274
+18% +$773K 2.16% 14
2013
Q4 		$4.28M Buy
56,894
+8,647
+18% +$621K 2.12% 21
2013
Q3 		$3.46M Buy
+48,247
New +$3.45M 1.99% 23

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Signature Estate & Investment Advisors's UNH Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $159K and leaving 3,006 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #231.

Signature Estate & Investment Advisors first reported a position in UNH in Q3 2013 and has held it in 52 quarters since. The position peaked at $23.4M in Q2 2018. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,006 shares of UnitedHealth worth $1.25M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 429 UnitedHealth shares in Q2 2026, an estimated $159K.
  • UnitedHealth made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #231 holding.
  • Signature Estate & Investment Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 52 quarters since.
  • Signature Estate & Investment Advisors's UnitedHealth position peaked at $23.4M in Q2 2018.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.