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Sivia Capital Partners’s UnitedHealth UNH Stock Holding History

Sivia Capital Partners’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 		$1.75M Buy
4,206
+3,376
+407% +$1.25M 0.21% 102
2026
Q1 		$225K Sell
830
-2,296
-73% -$684K 0.04% 410
2025
Q4 		$1.03M Sell
3,126
-706
-18% -$239K 0.21% 103
2025
Q3 		$1.32M Buy
3,832
+2,035
+113% +$615K 0.37% 37
2025
Q2 		$561K Sell
1,797
-1,213
-40% -$464K 0.19% 105
2025
Q1 		$1.58M Buy
3,010
+505
+20% +$258K 0.74% 22
2024
Q4 		$1.27M Sell
2,505
-200
-7% -$114K 0.63% 23
2024
Q3 		$1.58M Buy
2,705
+143
+6% +$80.9K 0.93% 21
2024
Q2 		$1.3M Sell
2,562
-58
-2% -$28.4K 0.87% 22
2024
Q1 		$1.3M Sell
2,620
-157
-6% -$79.8K 0.88% 20
2023
Q4 		$1.46M Buy
+2,777
New +$1.48M 1.11% 17

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

Sivia Capital Partners's UNH Position: Q2 2026 in Review

Sivia Capital Partners increased its UnitedHealth (UNH) stake by 407% in Q2 2026, buying an estimated $1.25M and bringing the position to 4,206 shares worth $1.75M. The position accounts for 0.21% of the portfolio, ranked #102.

Sivia Capital Partners first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sivia Capital Partners held 4,206 shares of UnitedHealth worth $1.75M as of Q2 2026.
  • Sivia Capital Partners bought 3,376 UnitedHealth shares in Q2 2026, an estimated $1.25M.
  • UnitedHealth made up 0.21% of Sivia Capital Partners's portfolio in Q2 2026, its #102 holding.
  • Sivia Capital Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.