SA
UNH icon

Sovran Advisors’s UnitedHealth UNH Stock Holding History

Sovran Advisors’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 		$1.46M Buy
3,402
+1,341
+65% +$497K 0.11% 203
2026
Q1 		$764K Buy
2,061
+20
+1% +$5.96K 0.06% 281
2025
Q4 		$692K Buy
2,041
+12
+0.6% +$4.07K 0.06% 287
2025
Q3 		$700K Buy
2,029
+55
+3% +$16.6K 0.06% 273
2025
Q2 		$607K Sell
1,974
-269
-12% -$103K 0.06% 286
2025
Q1 		$1.02M Sell
2,243
-286
-11% -$146K 0.13% 169
2024
Q4 		$1.37M Buy
+2,529
New +$1.44M 0.2% 125

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

Sovran Advisors's UNH Position: Q2 2026 in Review

Sovran Advisors increased its UnitedHealth (UNH) stake by 65% in Q2 2026, buying an estimated $497K and bringing the position to 3,402 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #203.

Sovran Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sovran Advisors held 3,402 shares of UnitedHealth worth $1.46M as of Q2 2026.
  • Sovran Advisors bought 1,341 UnitedHealth shares in Q2 2026, an estimated $497K.
  • UnitedHealth made up 0.11% of Sovran Advisors's portfolio in Q2 2026, its #203 holding.
  • Sovran Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.