SRH Advisors’s UnitedHealth UNH Stock Holding History

SRH 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 Q1	$325K	Sell	1,201 -9	-0.7%	-$2.68K	0.09%	39
2025 Q4	$400K	Buy	1,210 +218	+22%	+$73.9K	0.12%	37
2025 Q3	$343K	Buy	992 +940	+1,808%	+$284K	0.1%	41
2025 Q2	$16.2K	Buy	52 +34	+189%	+$13K	﹤0.01%	179
2025 Q1	$9.43K	Hold	18	–	–	﹤0.01%	215
2024 Q4	$9.11K	Hold	18	–	–	﹤0.01%	222
2024 Q3	$10.5K	Hold	18	–	–	﹤0.01%	211
2024 Q2	$9.17K	Sell	18 -10	-36%	-$4.9K	﹤0.01%	222
2024 Q1	$13.9K	Buy	28 +10	+56%	+$5.08K	﹤0.01%	197
2023 Q4	$9.48K	Hold	18	–	–	﹤0.01%	215
2023 Q3	$9.07K	Hold	18	–	–	﹤0.01%	203
2023 Q2	$8.51K	Hold	18	–	–	﹤0.01%	210
2023 Q1	$9K	Hold	18	–	–	﹤0.01%	209
2022 Q4	$10K	Hold	18	–	–	0.01%	199
2022 Q3	$9K	Hold	18	–	–	0.01%	214
2022 Q2	$9K	Hold	18	–	–	0.01%	213
2022 Q1	$9K	Hold	18	–	–	0.01%	225
2021 Q4	$9K	Hold	18	–	–	0.01%	226
2021 Q3	$7K	Hold	18	–	–	0.01%	235
2021 Q2	$7K	Hold	18	–	–	0.01%	236
2021 Q1	$7K	Hold	18	–	–	0.01%	228
2020 Q4	$6K	Hold	18	–	–	0.01%	236
2020 Q3	$6K	Hold	18	–	–	0.01%	223
2020 Q2	$5K	Hold	18	–	–	0.01%	210
2020 Q1	$4K	Hold	18	–	–	0.01%	209
2019 Q4	$5K	Hold	18	–	–	0.02%	203
2019 Q3	$4K	Hold	18	–	–	0.01%	212
2019 Q2	$4K	Hold	18	–	–	0.01%	221
2019 Q1	$4K	Hold	18	–	–	0.01%	207
2018 Q4	$4K	Hold	18	–	–	0.02%	206
2018 Q3	$5K	Hold	18	–	–	0.02%	217
2018 Q2	$4K	Hold	18	–	–	0.02%	217
2018 Q1	$4K	Hold	18	–	–	0.02%	186
2017 Q4	$4K	Hold	18	–	–	0.02%	180
2017 Q3	$4K	Hold	18	–	–	0.02%	181
2017 Q2	$3K	Hold	18	–	–	0.01%	169
2017 Q1	$3K	Hold	18	–	–	0.01%	170
2016 Q4	$3K	Hold	18	–	–	0.01%	166
2016 Q3	$3K	Hold	18	–	–	0.02%	162
2016 Q2	$3K	Hold	18	–	–	0.02%	161
2016 Q1	$2K	Hold	18	–	–	0.01%	205
2015 Q4	$2K	Hold	18	–	–	0.01%	201
2015 Q3	$2K	Hold	18	–	–	0.01%	204
2015 Q2	$2K	Hold	18	–	–	0.01%	209
2015 Q1	$2K	Hold	18	–	–	0.01%	198
2014 Q4	$2K	Hold	18	–	–	0.01%	199
2014 Q3	$2K	Buy	+18	New	+$1.52K	0.02%	181

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SRH Advisors's UNH Position: Q1 2026 in Review

SRH Advisors reduced its UnitedHealth (UNH) stake by 0.74% in Q1 2026, selling an estimated $2.68K and leaving 1,201 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #39.

SRH Advisors first reported a position in UNH in Q3 2014 and has held it in 47 quarters since. The position peaked at $400K in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

SRH Advisors held 1,201 shares of UnitedHealth worth $325K as of Q1 2026.
SRH Advisors sold 9 UnitedHealth shares in Q1 2026, an estimated $2.68K.
UnitedHealth made up 0.09% of SRH Advisors's portfolio in Q1 2026, its #39 holding.
SRH Advisors first reported a position in UnitedHealth in Q3 2014 and has held it in 47 quarters since.
SRH Advisors's UnitedHealth position peaked at $400K in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.