SEP
UNH icon

Southland Equity Partners’s UnitedHealth UNH Stock Holding History

Southland Equity Partners’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 		$439K Sell
1,056
-65
-6% -$24.1K 0.08% 185
2026
Q1 		$303K Buy
1,121
+161
+17% +$47.9K 0.06% 212
2025
Q4 		$317K Buy
960
+12
+1% +$4.07K 0.06% 195
2025
Q3 		$327K Buy
+948
New +$287K 0.07% 179
2025
Q2 		– Sell
-443
Closed -$232K – 242
2025
Q1 		$232K Buy
443
+3
+0.7% +$1.53K 0.05% 201
2024
Q4 		$223K Buy
+440
New +$250K 0.05% 207

Other funds holding UNH

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 22.94% 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
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Southland Equity Partners's UNH Position: Q2 2026 in Review

Southland Equity Partners reduced its UnitedHealth (UNH) stake by 5.8% in Q2 2026, selling an estimated $24.1K and leaving 1,056 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #185.

Southland Equity Partners first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 1,832 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Southland Equity Partners held 1,056 shares of UnitedHealth worth $439K as of Q2 2026.
  • Southland Equity Partners sold 65 UnitedHealth shares in Q2 2026, an estimated $24.1K.
  • UnitedHealth made up 0.08% of Southland Equity Partners's portfolio in Q2 2026, its #185 holding.
  • Southland Equity Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 1,832 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.