ST
UNH icon

Smithfield Trust’s UnitedHealth UNH Stock Holding History

Smithfield Trust’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 		$1.01M Sell
3,742
-159
-4% -$47.4K 0.04% 172
2025
Q4 		$1.29M Sell
3,901
-194
-5% -$65.7K 0.06% 135
2025
Q3 		$1.41M Sell
4,095
-861
-17% -$260K 0.06% 128
2025
Q2 		$1.54M Sell
4,956
-479
-9% -$183K 0.07% 124
2025
Q1 		$2.85M Buy
5,435
+53
+1% +$27.1K 0.14% 84
2024
Q4 		$2.74M Sell
5,382
-1,118
-17% -$635K 0.14% 88
2024
Q3 		$3.81M Buy
6,500
+110
+2% +$62.2K 0.19% 77
2024
Q2 		$3.27M Buy
6,390
+146
+2% +$71.6K 0.17% 74
2024
Q1 		$3.07M Buy
6,244
+112
+2% +$56.9K 0.16% 80
2023
Q4 		$3.23M Buy
6,132
+55
+0.9% +$29.3K 0.18% 76
2023
Q3 		$3.08M Sell
6,077
-20
-0.3% -$9.84K 0.19% 76
2023
Q2 		$2.92M Buy
6,097
+806
+15% +$394K 0.18% 81
2023
Q1 		$2.5M Sell
5,291
-165
-3% -$79.6K 0.16% 86
2022
Q4 		$2.89M Sell
5,456
-65
-1% -$34.4K 0.19% 73
2022
Q3 		$2.8M Sell
5,521
-106
-2% -$55.7K 0.2% 69
2022
Q2 		$2.89M Buy
5,627
+73
+1% +$36.7K 0.2% 69
2022
Q1 		$2.84M Buy
5,554
+260
+5% +$125K 0.18% 72
2021
Q4 		$2.67M Sell
5,294
-37
-0.7% -$16.7K 0.17% 76
2021
Q3 		$2.08M Buy
5,331
+39
+0.7% +$16.2K 0.14% 88
2021
Q2 		$2.12M Sell
5,292
-111
-2% -$44.3K 0.14% 85
2021
Q1 		$2.01M Sell
5,403
-465
-8% -$161K 0.14% 88
2020
Q4 		$2.06M Buy
5,868
+202
+4% +$67.7K 0.15% 83
2020
Q3 		$1.77M Buy
5,666
+228
+4% +$70K 0.14% 87
2020
Q2 		$1.6M Buy
5,438
+1,096
+25% +$314K 0.14% 89
2020
Q1 		$1.08M Buy
4,342
+394
+10% +$108K 0.11% 97
2019
Q4 		$1.16M Sell
3,948
-584
-13% -$153K 0.11% 105
2019
Q3 		$985K Buy
4,532
+58
+1% +$14K 0.1% 110
2019
Q2 		$1.09M Buy
4,474
+500
+13% +$120K 0.11% 100
2019
Q1 		$982K Buy
3,974
+18
+0.5% +$4.59K 0.11% 104
2018
Q4 		$985K Sell
3,956
-25
-0.6% -$6.6K 0.11% 98
2018
Q3 		$1.06M Buy
3,981
+40
+1% +$10.4K 0.11% 99
2018
Q2 		$967K Buy
3,941
+1,196
+44% +$287K 0.11% 101
2018
Q1 		$588K Sell
2,745
-87
-3% -$19.9K 0.07% 139
2017
Q4 		$624K Buy
2,832
+447
+19% +$94.7K 0.08% 144
2017
Q3 		$467K Sell
2,385
-48
-2% -$9.27K 0.06% 164
2017
Q2 		$452K Buy
2,433
+72
+3% +$12.6K 0.07% 164
2017
Q1 		$387K Sell
2,361
-359
-13% -$58.8K 0.06% 180
2016
Q4 		$435K Buy
2,720
+854
+46% +$128K 0.07% 167
2016
Q3 		$261K Sell
1,866
-7
-0.4% -$980 0.05% 219
2016
Q2 		$264K Buy
1,873
+1,223
+188% +$163K 0.05% 215
2016
Q1 		$84K Hold
650
– – 0.02% 407
2015
Q4 		$76K Hold
650
– – 0.02% 427
2015
Q3 		$75K Buy
650
+400
+160% +$47.9K 0.02% 421
2015
Q2 		$31K Hold
250
– – 0.01% 580
2015
Q1 		$30K Hold
250
– – 0.01% 594
2014
Q4 		$25K Hold
250
– – 0.01% 602
2014
Q3 		$22K Hold
250
– – ﹤0.01% 630
2014
Q2 		$20K Hold
250
– – ﹤0.01% 652
2014
Q1 		$20K Hold
250
– – ﹤0.01% 641
2013
Q4 		$19K Buy
+250
New +$18K ﹤0.01% 629

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

Smithfield Trust's UNH Position: Q1 2026 in Review

Smithfield Trust reduced its UnitedHealth (UNH) stake by 4.1% in Q1 2026, selling an estimated $47.4K and leaving 3,742 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #172.

Smithfield Trust first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.81M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Smithfield Trust held 3,742 shares of UnitedHealth worth $1.01M as of Q1 2026.
  • Smithfield Trust sold 159 UnitedHealth shares in Q1 2026, an estimated $47.4K.
  • UnitedHealth made up 0.04% of Smithfield Trust's portfolio in Q1 2026, its #172 holding.
  • Smithfield Trust first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
  • Smithfield Trust's UnitedHealth position peaked at $3.81M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.