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SNS Financial Group’s UnitedHealth UNH Stock Holding History

SNS Financial Group’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 		$741K Sell
2,739
-31
-1% -$9.23K 0.06% 102
2025
Q4 		$914K Sell
2,770
-46
-2% -$15.6K 0.08% 91
2025
Q3 		$972K Sell
2,816
-57
-2% -$17.2K 0.08% 87
2025
Q2 		$896K Sell
2,873
-71
-2% -$27.1K 0.09% 90
2025
Q1 		$1.54M Sell
2,944
-220
-7% -$112K 0.16% 60
2024
Q4 		$1.6M Sell
3,164
-459
-13% -$261K 0.16% 56
2024
Q3 		$2.12M Sell
3,623
-4,524
-56% -$2.56M 0.21% 52
2024
Q2 		$4.15M Sell
8,147
-128
-2% -$62.7K 0.45% 34
2024
Q1 		$4.09M Buy
8,275
+122
+1% +$62K 0.45% 33
2023
Q4 		$4.29M Sell
8,153
-33
-0.4% -$17.6K 0.51% 31
2023
Q3 		$4.13M Buy
8,186
+64
+0.8% +$31.5K 0.54% 29
2023
Q2 		$3.9M Buy
8,122
+12
+0.1% +$5.87K 0.51% 31
2023
Q1 		$3.83M Sell
8,110
-130
-2% -$62.7K 0.5% 34
2022
Q4 		$4.37M Buy
8,240
+26
+0.3% +$13.8K 0.59% 32
2022
Q3 		$4.15M Sell
8,214
-100
-1% -$52.6K 0.6% 33
2022
Q2 		$4.27M Sell
8,314
-93
-1% -$46.7K 0.56% 33
2022
Q1 		$4.29M Sell
8,407
-2
-0% -$965 0.48% 41
2021
Q4 		$4.22M Sell
8,409
-90
-1% -$40.7K 0.45% 41
2021
Q3 		$3.32M Buy
8,499
+2
+0% +$828 0.4% 41
2021
Q2 		$3.4M Buy
8,497
+145
+2% +$57.8K 0.43% 42
2021
Q1 		$3.11M Buy
8,352
+4
+0% +$1.39K 0.41% 45
2020
Q4 		$2.93M Sell
8,348
-110
-1% -$36.9K 0.42% 41
2020
Q3 		$2.64M Buy
8,458
+10
+0.1% +$3.07K 0.41% 44
2020
Q2 		$2.49M Hold
8,448
– – 0.45% 41
2020
Q1 		$2.11M Sell
8,448
-882
-9% -$243K 0.4% 48
2019
Q4 		$2.74M Sell
9,330
-172
-2% -$45K 0.48% 35
2019
Q3 		$2.06M Buy
9,502
+27
+0.3% +$6.51K 0.39% 47
2019
Q2 		$2.31M Sell
9,475
-565
-6% -$136K 0.44% 44
2019
Q1 		$2.48M Buy
10,040
+360
+4% +$91.8K 0.55% 40
2018
Q4 		$2.41M Sell
9,680
-12
-0.1% -$3.17K 0.6% 41
2018
Q3 		$2.58M Buy
9,692
+238
+3% +$61.9K 0.62% 36
2018
Q2 		$2.32M Sell
9,454
-20
-0.2% -$4.8K 0.61% 36
2018
Q1 		$2.03M Buy
9,474
+630
+7% +$144K 0.55% 36
2017
Q4 		$1.95M Sell
8,844
-324
-4% -$68.7K 0.47% 46
2017
Q3 		$1.8M Sell
9,168
-134
-1% -$25.9K 0.46% 52
2017
Q2 		$1.73M Sell
9,302
-87
-0.9% -$15.3K 0.46% 52
2017
Q1 		$1.54M Buy
9,389
+3,533
+60% +$579K 0.4% 61
2016
Q4 		$937K Buy
5,856
+227
+4% +$33.9K 0.28% 74
2016
Q3 		$788K Buy
5,629
+310
+6% +$43.4K 0.23% 68
2016
Q2 		$751K Buy
5,319
+101
+2% +$13.5K 0.19% 72
2016
Q1 		$673K Buy
5,218
+1
+0% +$118 0.17% 69
2015
Q4 		$614K Buy
5,217
+546
+12% +$63.8K 0.15% 72
2015
Q3 		$542K Buy
4,671
+51
+1% +$6.1K 0.15% 77
2015
Q2 		$564K Buy
4,620
+213
+5% +$25.2K 0.17% 72
2015
Q1 		$521K Hold
4,407
– – 0.19% 68
2014
Q4 		$445K Buy
4,407
+1
+0% +$95 0.18% 72
2014
Q3 		$380K Sell
4,406
-999
-18% -$84.4K 0.12% 83
2014
Q2 		$442K Buy
+5,405
New +$425K 0.18% 72

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

SNS Financial Group's UNH Position: Q1 2026 in Review

SNS Financial Group reduced its UnitedHealth (UNH) stake by 1.1% in Q1 2026, selling an estimated $9.23K and leaving 2,739 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #102.

SNS Financial Group first reported a position in UNH in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.37M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SNS Financial Group held 2,739 shares of UnitedHealth worth $741K as of Q1 2026.
  • SNS Financial Group sold 31 UnitedHealth shares in Q1 2026, an estimated $9.23K.
  • UnitedHealth made up 0.06% of SNS Financial Group's portfolio in Q1 2026, its #102 holding.
  • SNS Financial Group first reported a position in UnitedHealth in Q2 2014 and has held it in 48 quarters since.
  • SNS Financial Group's UnitedHealth position peaked at $4.37M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.