Sivik Global Healthcare’s UnitedHealth UNH Stock Holding History

Sivik Global Healthcare’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	$2.71M	Hold	10,000	–	–	2.05%	27
2026 Q1	$2.71M	Sell	10,000 -2,000	-17%	-$596K	2.05%	27
2025 Q4	$3.96M	Hold	12,000	–	–	1.15%	31
2025 Q3	$4.14M	Sell	12,000 -3,000	-20%	-$907K	1.21%	33
2025 Q2	$4.68M	Buy	15,000 +10,000	+200%	+$3.82M	1.27%	29
2025 Q1	$2.62M	Sell	5,000 -7,500	-60%	-$3.83M	1.42%	29
2024 Q4	$6.32M	Buy	+12,500	New	+$7.1M	3.33%	9
2024 Q2	–	Sell	-10,000	Closed	-$4.95M	–	50
2024 Q1	$4.95M	Hold	10,000	–	–	1.16%	30
2023 Q4	$5.26M	Sell	10,000 -5,000	-33%	-$2.67M	2.2%	26
2023 Q3	$7.56M	Buy	15,000 +5,000	+50%	+$2.46M	3.82%	9
2023 Q2	$4.81M	Sell	10,000 -7,500	-43%	-$3.67M	1.12%	30
2023 Q1	$8.27M	Buy	17,500 +9,500	+119%	+$4.58M	3.56%	5
2022 Q4	$4.24M	Sell	8,000 -4,000	-33%	-$2.12M	1.99%	27
2022 Q3	$6.06M	Sell	12,000 -3,500	-23%	-$1.84M	3.37%	12
2022 Q2	$7.96M	Sell	15,500 -1,500	-9%	-$753K	4.52%	1
2022 Q1	$8.67M	Sell	17,000 -500	-3%	-$241K	3.58%	3
2021 Q4	$8.79M	Sell	17,500 -52,500	-75%	-$23.8M	3.76%	2
2021 Q3	$10.2M	Buy	70,000 +42,500	+155%	+$17.6M	2.45%	8
2021 Q2	$11M	Buy	27,500 +7,500	+38%	+$2.99M	2.15%	4
2021 Q1	$7.44M	Hold	20,000	–	–	2.71%	17
2020 Q4	$7.01M	Sell	20,000 -2,000	-9%	-$670K	2.86%	16
2020 Q3	$6.86M	Buy	+22,000	New	+$6.76M	2.95%	17
2020 Q2	–	Sell	-42,500	Closed	-$10.6M	–	61
2020 Q1	$10.6M	Buy	42,500 +15,000	+55%	+$4.13M	4.18%	5
2019 Q4	$8.08M	Buy	27,500 +2,500	+10%	+$654K	3%	8
2019 Q3	$5.43M	Sell	25,000 -5,000	-17%	-$1.21M	2.74%	17
2019 Q2	$7.32M	Buy	+30,000	New	+$7.22M	1.77%	5
2019 Q1	–	Sell	-28,000	Closed	-$6.97M	–	65
2018 Q4	$6.97M	Buy	28,000 +3,000	+12%	+$792K	3.76%	6
2018 Q3	$6.65M	Buy	25,000 +4,427	+22%	+$1.15M	2.37%	16
2018 Q2	$5.05M	Sell	20,573 -14,427	-41%	-$3.46M	1.94%	24
2018 Q1	$7.49M	Hold	35,000	–	–	3.49%	3
2017 Q4	$7.72M	Sell	35,000 -10,000	-22%	-$2.12M	2.86%	1
2017 Q3	$8.81M	Sell	45,000 -7,500	-14%	-$1.45M	3%	1
2017 Q2	$9.73M	Buy	52,500 +7,500	+17%	+$1.32M	3.56%	2
2017 Q1	$7.38M	Hold	45,000	–	–	3.44%	2
2016 Q4	$7.2M	Buy	45,000 +10,000	+29%	+$1.49M	3.44%	8
2016 Q3	$4.9M	Buy	35,000 +20,000	+133%	+$2.8M	2.47%	19
2016 Q2	$2.12M	Sell	15,000 -60,000	-80%	-$8M	1.05%	46
2016 Q1	$9.67M	Buy	75,000 +25,000	+50%	+$2.96M	4.28%	3
2015 Q4	$5.88M	Buy	+50,000	New	+$5.84M	2.79%	6
2015 Q2	–	Sell	-40,000	Closed	-$4.73M	–	78
2015 Q1	$4.73M	Sell	40,000 -2,702	-6%	-$300K	1.61%	26
2014 Q4	$4.32M	Buy	+42,702	New	+$4.05M	1.75%	23
2014 Q1	–	Sell	-35,000	Closed	-$2.64M	–	73
2013 Q4	$2.64M	Buy	+35,000	New	+$2.51M	1.87%	27

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sivik Global Healthcare's UNH Position: Q2 2026 in Review

Sivik Global Healthcare held its UnitedHealth (UNH) position steady in Q2 2026 at 10,000 shares worth $2.71M. The position accounts for 2.05% of the portfolio, ranked #27.

Sivik Global Healthcare first reported a position in UNH in Q4 2013 and has held it in 42 quarters since. The position peaked at $11M in Q2 2021. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sivik Global Healthcare held 10,000 shares of UnitedHealth worth $2.71M as of Q2 2026.
Sivik Global Healthcare left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 2.05% of Sivik Global Healthcare's portfolio in Q2 2026, its #27 holding.
Sivik Global Healthcare first reported a position in UnitedHealth in Q4 2013 and has held it in 42 quarters since.
Sivik Global Healthcare's UnitedHealth position peaked at $11M in Q2 2021.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sivik Global Healthcare's 13F filing for Q2 2026, filed 20 Jul 2026.