SSI Investment Management’s UnitedHealth UNH Stock Holding History

SSI Investment Management’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	$244K	Hold	901	–	–	0.02%	225
2025 Q4	$297K	Hold	901	–	–	0.02%	226
2025 Q3	$311K	Hold	901	–	–	0.02%	223
2025 Q2	$281K	Sell	901 -579	-39%	-$221K	0.02%	229
2025 Q1	$775K	Hold	1,480	–	–	0.06%	179
2024 Q4	$749K	Hold	1,480	–	–	0.06%	186
2024 Q3	$865K	Sell	1,480 -1	-0.1%	-$566	0.06%	186
2024 Q2	$754K	Hold	1,481	–	–	0.06%	175
2024 Q1	$733K	Sell	1,481 -16	-1%	-$8.13K	0.06%	174
2023 Q4	$788K	Sell	1,497 -5	-0.3%	-$2.67K	0.06%	174
2023 Q3	$757K	Sell	1,502 -15	-1%	-$7.38K	0.06%	161
2023 Q2	$729K	Sell	1,517 -275	-15%	-$134K	0.05%	175
2023 Q1	$847K	Sell	1,792 -421	-19%	-$203K	0.06%	173
2022 Q4	$1.17M	Sell	2,213 -2	-0.1%	-$1.06K	0.07%	195
2022 Q3	$1.12M	Buy	2,215 +5	+0.2%	+$2.63K	0.08%	187
2022 Q2	$1.14M	Hold	2,210	–	–	0.07%	194
2022 Q1	$1.13M	Sell	2,210 -46	-2%	-$22.2K	0.06%	191
2021 Q4	$1.14M	Sell	2,256 -5	-0.2%	-$2.26K	0.07%	189
2021 Q3	$883K	Hold	2,261	–	–	0.05%	198
2021 Q2	$905K	Sell	2,261 -8	-0.4%	-$3.19K	0.06%	200
2021 Q1	$844K	Sell	2,269 -1	-0%	-$347	0.06%	191
2020 Q4	$797K	Sell	2,270 -2	-0.1%	-$670	0.06%	176
2020 Q3	$710K	Sell	2,272 -1,115	-33%	-$342K	0.06%	171
2020 Q2	$999K	Sell	3,387 -37	-1%	-$10.6K	0.09%	155
2020 Q1	$852K	Sell	3,424 -38	-1%	-$10.5K	0.08%	163
2019 Q4	$1.02M	Sell	3,462 -35	-1%	-$9.16K	0.07%	180
2019 Q3	$760K	Sell	3,497 -3	-0.1%	-$724	0.06%	193
2019 Q2	$855K	Sell	3,500 -13	-0.4%	-$3.13K	0.06%	190
2019 Q1	$868K	Sell	3,513 -8	-0.2%	-$2.04K	0.07%	181
2018 Q4	$875K	Sell	3,521 -65	-2%	-$17.2K	0.08%	167
2018 Q3	$953K	Sell	3,586 -19	-0.5%	-$4.94K	0.07%	188
2018 Q2	$884K	Sell	3,605 -462	-11%	-$111K	0.07%	184
2018 Q1	$870K	Sell	4,067 -60	-1%	-$13.7K	0.07%	193
2017 Q4	$908K	Sell	4,127 -539	-12%	-$114K	0.08%	185
2017 Q3	$916K	Buy	4,666 +502	+12%	+$97K	0.08%	194
2017 Q2	$771K	Sell	4,164 -58	-1%	-$10.2K	0.07%	206
2017 Q1	$695K	Sell	4,222 -5	-0.1%	-$819	0.06%	204
2016 Q4	$679K	Sell	4,227 -93	-2%	-$13.9K	0.06%	201
2016 Q3	$606K	Sell	4,320 -42	-1%	-$5.88K	0.05%	204
2016 Q2	$614K	Buy	4,362 +59	+1%	+$7.87K	0.06%	196
2016 Q1	$555K	Hold	4,303	–	–	0.06%	189
2015 Q4	$507K	Hold	4,303	–	–	0.05%	191
2015 Q3	$498K	Hold	4,303	–	–	0.05%	188
2015 Q2	$523K	Sell	4,303 -17	-0.4%	-$2.01K	0.05%	191
2015 Q1	$512K	Sell	4,320 -16	-0.4%	-$1.78K	0.05%	198
2014 Q4	$439K	Hold	4,336	–	–	0.04%	235
2014 Q3	$375K	Hold	4,336	–	–	0.04%	268
2014 Q2	$354K	Sell	4,336 -4,911	-53%	-$386K	0.03%	287
2014 Q1	$758K	Sell	9,247 -13,346	-59%	-$1M	0.08%	171
2013 Q4	$1.7M	Sell	22,593 -3,963	-15%	-$285K	0.15%	157
2013 Q3	$1.9M	Sell	26,556 -2,979	-10%	-$213K	0.17%	135
2013 Q2	$1.94M	Buy	+29,535	New	+$1.84M	0.19%	129

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

SSI Investment Management's UNH Position: Q1 2026 in Review

SSI Investment Management held its UnitedHealth (UNH) position steady in Q1 2026 at 901 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #225.

SSI Investment Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.94M in Q2 2013. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

SSI Investment Management held 901 shares of UnitedHealth worth $244K as of Q1 2026.
SSI Investment Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.02% of SSI Investment Management's portfolio in Q1 2026, its #225 holding.
SSI Investment Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
SSI Investment Management's UnitedHealth position peaked at $1.94M in Q2 2013.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.