SPF
UNH icon

South Plains Financial’s UnitedHealth UNH Stock Holding History

South Plains Financial’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 		$17.9K Sell
66
-1,416
-96% -$422K 0.01% 191
2025
Q4 		$489K Sell
1,482
-125
-8% -$42.4K 0.29% 90
2025
Q3 		$555K Sell
1,607
-804
-33% -$243K 0.35% 80
2025
Q2 		$752K Buy
2,411
+92
+4% +$35.2K 0.53% 59
2025
Q1 		$1.21M Sell
2,319
-625
-21% -$320K 0.95% 31
2024
Q4 		$1.49M Buy
+2,944
New +$1.67M 1.14% 20

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

South Plains Financial's UNH Position: Q1 2026 in Review

South Plains Financial reduced its UnitedHealth (UNH) stake by 96% in Q1 2026, selling an estimated $422K and leaving 66 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #191.

South Plains Financial first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • South Plains Financial held 66 shares of UnitedHealth worth $17.9K as of Q1 2026.
  • South Plains Financial sold 1,416 UnitedHealth shares in Q1 2026, an estimated $422K.
  • UnitedHealth made up 0.01% of South Plains Financial's portfolio in Q1 2026, its #191 holding.
  • South Plains Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • South Plains Financial's UnitedHealth position peaked at $1.49M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.