SGH
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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
2014
Q4 		– Sell
-50,000
Closed -$64K – 74
2014
Q3 		$64K Buy
+50,000
New +$4.23M 0.03% 66

Other funds holding UNH

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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. 1,984 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.
  • 1,984 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.