SP Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.3M | Buy |
137,805
+169
| +0.1% | +$50.3K | 3.29% | 8 |
|
|
2025
Q4 | $45.4M | Buy |
137,636
+65,334
| +90% | +$22.1M | 3.59% | 7 |
|
|
2025
Q3 | $25M | Sell |
72,302
-61,316
| -46% | -$18.5M | 1.98% | 13 |
|
|
2025
Q2 | $41.7M | Buy |
133,618
+8,687
| +7% | +$3.32M | 3.44% | 7 |
|
|
2025
Q1 | $65.4M | Buy |
124,931
+3,628
| +3% | +$1.85M | 5.77% | 3 |
|
|
2024
Q4 | $61.4M | Buy |
121,303
+1,097
| +0.9% | +$623K | 5.15% | 3 |
|
|
2024
Q3 | $70.3M | Buy |
120,206
+1,050
| +0.9% | +$594K | 5.84% | 3 |
|
|
2024
Q2 | $60.7M | Buy |
119,156
+5,237
| +5% | +$2.57M | 5.52% | 2 |
|
|
2024
Q1 | $56.4M | Buy |
113,919
+11,972
| +12% | +$6.09M | 5.24% | 2 |
|
|
2023
Q4 | $53.7M | Buy |
101,947
+844
| +0.8% | +$450K | 5.5% | 2 |
|
|
2023
Q3 | $51M | Buy |
101,103
+5,759
| +6% | +$2.83M | 5.73% | 2 |
|
|
2023
Q2 | $45.8M | Buy |
95,344
+9,700
| +11% | +$4.74M | 5.11% | 2 |
|
|
2023
Q1 | $40.5M | Buy |
85,644
+5,391
| +7% | +$2.6M | 4.96% | 2 |
|
|
2022
Q4 | $42.5M | Buy |
80,253
+279
| +0.3% | +$148K | 5.7% | 2 |
|
|
2022
Q3 | $40.4M | Buy |
79,974
+275
| +0.3% | +$145K | 5.53% | 3 |
|
|
2022
Q2 | $40.9M | Buy |
79,699
+2,037
| +3% | +$1.02M | 5.22% | 3 |
|
|
2022
Q1 | $39.6M | Buy |
77,662
+1,096
| +1% | +$529K | 4.26% | 3 |
|
|
2021
Q4 | $35.9M | Buy |
76,566
+4,177
| +6% | +$1.89M | 3.59% | 4 |
|
|
2021
Q3 | $32.8M | Buy |
72,389
+3,521
| +5% | +$1.46M | 3.43% | 4 |
|
|
2021
Q2 | $28.6M | Buy |
68,868
+947
| +1% | +$378K | 3.14% | 4 |
|
|
2021
Q1 | $27.9M | Sell |
67,921
-978
| -1% | -$339K | 3.47% | 3 |
|
|
2020
Q4 | $22.4M | Buy |
68,899
+3,111
| +5% | +$1.04M | 3.08% | 5 |
|
|
2020
Q3 | $23.3M | Buy |
65,788
+1,064
| +2% | +$327K | 3.58% | 3 |
|
|
2020
Q2 | $19.1M | Buy |
64,724
+142
| +0.2% | +$40.7K | 4% | 2 |
|
|
2020
Q1 | $16.1M | Buy |
64,582
+5,199
| +9% | +$1.43M | 4.38% | 2 |
|
|
2019
Q4 | $17.5M | Sell |
59,383
-1,085
| -2% | -$284K | 4% | 3 |
|
|
2019
Q3 | $13.1M | Buy |
60,468
+3,352
| +6% | +$809K | 3.38% | 3 |
|
|
2019
Q2 | $13.9M | Sell |
57,116
-265
| -0.5% | -$63.7K | 3.55% | 3 |
|
|
2019
Q1 | $14.2M | Buy |
57,381
+301
| +0.5% | +$76.8K | 3.87% | 3 |
|
|
2018
Q4 | $14.2M | Buy |
57,080
+3,102
| +6% | +$819K | 4.34% | 3 |
|
|
2018
Q3 | $14.4M | Buy |
53,978
+749
| +1% | +$195K | 4.1% | 2 |
|
|
2018
Q2 | $13.4M | Buy |
+53,229
| New | +$12.8M | 3.66% | 2 |
|
Other funds holding UNH
VCM
VPM
SP Asset Management's UNH Position: Q1 2026 in Review
SP Asset Management increased its UnitedHealth (UNH) stake by 0.12% in Q1 2026, buying an estimated $50.3K and bringing the position to 137,805 shares worth $37.3M. The position accounts for 3.29% of the portfolio, ranked #8.
SP Asset Management first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $70.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- SP Asset Management held 137,805 shares of UnitedHealth worth $37.3M as of Q1 2026.
- SP Asset Management bought 169 UnitedHealth shares in Q1 2026, an estimated $50.3K.
- UnitedHealth made up 3.29% of SP Asset Management's portfolio in Q1 2026, its #8 holding.
- SP Asset Management first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
- SP Asset Management's UnitedHealth position peaked at $70.3M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.