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
Q2 		$20.8K Sell
50
-16
-24% -$5.93K 0.01% 190
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

South Plains Financial's UNH Position: Q2 2026 in Review

South Plains Financial reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $5.93K and leaving 50 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #190.

South Plains Financial first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • South Plains Financial held 50 shares of UnitedHealth worth $20.8K as of Q2 2026.
  • South Plains Financial sold 16 UnitedHealth shares in Q2 2026, an estimated $5.93K.
  • UnitedHealth made up 0.01% of South Plains Financial's portfolio in Q2 2026, its #190 holding.
  • South Plains Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • South Plains Financial's UnitedHealth position peaked at $1.49M in Q4 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.