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Sovereign Financial Group’s UnitedHealth UNH Stock Holding History

Sovereign 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
Q2 		$963K Buy
2,317
+118
+5% +$43.7K 0.15% 129
2026
Q1 		$595K Sell
2,199
-117
-5% -$34.8K 0.1% 177
2025
Q4 		$765K Buy
2,316
+72
+3% +$24.4K 0.13% 141
2025
Q3 		$775K Sell
2,244
-5
-0.2% -$1.51K 0.15% 132
2025
Q2 		$702K Buy
2,249
+69
+3% +$26.4K 0.14% 128
2025
Q1 		$1.14M Buy
2,180
+97
+5% +$49.6K 0.26% 73
2024
Q4 		$1.05M Sell
2,083
-54
-3% -$30.7K 0.24% 81
2024
Q3 		$1.25M Sell
2,137
-48
-2% -$27.1K 0.29% 69
2024
Q2 		$1.11M Buy
2,185
+59
+3% +$28.9K 0.28% 73
2024
Q1 		$1.05M Buy
2,126
+48
+2% +$24.4K 0.28% 73
2023
Q4 		$1.09M Buy
2,078
+124
+6% +$66.1K 0.33% 64
2023
Q3 		$985K Sell
1,954
-177
-8% -$87.1K 0.35% 64
2023
Q2 		$1.02M Buy
2,131
+109
+5% +$53.3K 0.33% 72
2023
Q1 		$955K Buy
2,022
+79
+4% +$38.1K 0.35% 73
2022
Q4 		$1.03M Buy
1,943
+335
+21% +$177K 0.41% 65
2022
Q3 		$812K Sell
1,608
-24
-1% -$12.6K 0.33% 75
2022
Q2 		$838K Buy
1,632
+10
+0.6% +$5.02K 0.33% 78
2022
Q1 		$827K Buy
1,622
+234
+17% +$113K 0.31% 83
2021
Q4 		$697K Buy
1,388
+155
+13% +$70.2K 0.28% 96
2021
Q3 		$482K Buy
1,233
+30
+2% +$12.4K 0.28% 83
2021
Q2 		$448K Hold
1,203
– – 0.27% 80
2021
Q1 		$448K Buy
1,203
+5
+0.4% +$1.73K 0.28% 78
2020
Q4 		$420K Buy
+1,198
New +$402K 0.3% 72

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

Sovereign Financial Group's UNH Position: Q2 2026 in Review

Sovereign Financial Group increased its UnitedHealth (UNH) stake by 5.4% in Q2 2026, buying an estimated $43.7K and bringing the position to 2,317 shares worth $963K. The position accounts for 0.15% of the portfolio, ranked #129.

Sovereign Financial Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sovereign Financial Group held 2,317 shares of UnitedHealth worth $963K as of Q2 2026.
  • Sovereign Financial Group bought 118 UnitedHealth shares in Q2 2026, an estimated $43.7K.
  • UnitedHealth made up 0.15% of Sovereign Financial Group's portfolio in Q2 2026, its #129 holding.
  • Sovereign Financial Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's UnitedHealth position peaked at $1.25M in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.