Stifel Financial’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 | $176M | Sell |
650,763
-2,041
| -0.3% | -$608K | 0.16% | 147 |
|
|
2025
Q4 | $216M | Buy |
652,804
+24,703
| +4% | +$8.37M | 0.19% | 124 |
|
|
2025
Q3 | $217M | Sell |
628,101
-1,077,635
| -63% | -$326M | 0.2% | 122 |
|
|
2025
Q2 | $532M | Buy |
1,705,736
+98,231
| +6% | +$37.5M | 0.52% | 38 |
|
|
2025
Q1 | $842M | Sell |
1,607,505
-43,841
| -3% | -$22.4M | 0.9% | 12 |
|
|
2024
Q4 | $835M | Sell |
1,651,346
-17,207
| -1% | -$9.78M | 0.87% | 13 |
|
|
2024
Q3 | $976M | Sell |
1,668,553
-29,964
| -2% | -$16.9M | 1.02% | 9 |
|
|
2024
Q2 | $865M | Sell |
1,698,517
-23,540
| -1% | -$11.5M | 0.97% | 11 |
|
|
2024
Q1 | $852M | Buy |
1,722,057
+10,285
| +0.6% | +$5.23M | 0.97% | 11 |
|
|
2023
Q4 | $901M | Sell |
1,711,772
-5,709
| -0.3% | -$3.04M | 1.13% | 7 |
|
|
2023
Q3 | $866M | Sell |
1,717,481
-2,478
| -0.1% | -$1.22M | 1.22% | 4 |
|
|
2023
Q2 | $827M | Sell |
1,719,959
-103,450
| -6% | -$50.6M | 1.13% | 5 |
|
|
2023
Q1 | $862M | Sell |
1,823,409
-150,181
| -8% | -$72.5M | 1.24% | 3 |
|
|
2022
Q4 | $1.05B | Sell |
1,973,590
-3,378
| -0.2% | -$1.79M | 1.57% | 3 |
|
|
2022
Q3 | $999M | Sell |
1,976,968
-22,734
| -1% | -$12M | 1.64% | 3 |
|
|
2022
Q2 | $1.03B | Buy |
1,999,702
+17,645
| +0.9% | +$8.86M | 1.61% | 3 |
|
|
2022
Q1 | $1.01B | Buy |
1,982,057
+20,749
| +1% | +$10M | 1.38% | 4 |
|
|
2021
Q4 | $985M | Buy |
1,961,308
+59,576
| +3% | +$27M | 1.3% | 6 |
|
|
2021
Q3 | $743M | Buy |
1,901,732
+46,067
| +2% | +$19.1M | 1.09% | 8 |
|
|
2021
Q2 | $743M | Sell |
1,855,665
-17,183
| -0.9% | -$6.85M | 1.11% | 7 |
|
|
2021
Q1 | $697M | Sell |
1,872,848
-2,037
| -0.1% | -$706K | 1.15% | 6 |
|
|
2020
Q4 | $658M | Buy |
1,874,885
+65,483
| +4% | +$21.9M | 1.17% | 6 |
|
|
2020
Q3 | $564M | Buy |
1,809,402
+27,377
| +2% | +$8.41M | 1.16% | 7 |
|
|
2020
Q2 | $526M | Buy |
1,782,025
+66,861
| +4% | +$19.2M | 1.21% | 6 |
|
|
2020
Q1 | $425M | Sell |
1,715,164
-25,932
| -1% | -$7.14M | 1.17% | 6 |
|
|
2019
Q4 | $512M | Buy |
1,741,096
+287,859
| +20% | +$75.3M | 1.07% | 6 |
|
|
2019
Q3 | $316M | Buy |
1,453,237
+69,890
| +5% | +$16.9M | 0.81% | 14 |
|
|
2019
Q2 | $337M | Sell |
1,383,347
-105,406
| -7% | -$25.4M | 0.87% | 9 |
|
|
2019
Q1 | $367M | Buy |
1,488,753
+24,760
| +2% | +$6.31M | 1.04% | 6 |
|
|
2018
Q4 | $363M | Buy |
1,463,993
+25,710
| +2% | +$6.79M | 1.17% | 4 |
|
|
2018
Q3 | $383M | Buy |
1,438,283
+23,106
| +2% | +$6.01M | 1.1% | 5 |
|
|
2018
Q2 | $347M | Sell |
1,415,177
-45,686
| -3% | -$11M | 1.06% | 5 |
|
|
2018
Q1 | $312M | Buy |
1,460,863
+22,691
| +2% | +$5.18M | 0.99% | 7 |
|
|
2017
Q4 | $317M | Buy |
1,438,172
+3,967
| +0.3% | +$841K | 1.01% | 5 |
|
|
2017
Q3 | $281M | Buy |
1,434,205
+58,381
| +4% | +$11.3M | 0.98% | 7 |
|
|
2017
Q2 | $255M | Buy |
1,375,824
+32,287
| +2% | +$5.66M | 0.94% | 8 |
|
|
2017
Q1 | $220M | Buy |
1,343,537
+141,902
| +12% | +$23.2M | 0.85% | 12 |
|
|
2016
Q4 | $192M | Buy |
1,201,635
+14,644
| +1% | +$2.19M | 0.82% | 16 |
|
|
2016
Q3 | $166M | Buy |
1,186,991
+10,938
| +0.9% | +$1.53M | 0.75% | 19 |
|
|
2016
Q2 | $166M | Buy |
1,176,053
+2,029
| +0.2% | +$271K | 0.77% | 19 |
|
|
2016
Q1 | $151M | Buy |
1,174,024
+33,843
| +3% | +$4M | 0.81% | 18 |
|
|
2015
Q4 | $134M | Buy |
1,140,181
+82,370
| +8% | +$9.63M | 0.7% | 19 |
|
|
2015
Q3 | $123M | Buy |
1,057,811
+16,781
| +2% | +$2.01M | 0.69% | 20 |
|
|
2015
Q2 | $127M | Sell |
1,041,030
-15,402
| -1% | -$1.82M | 0.66% | 21 |
|
|
2015
Q1 | $125M | Sell |
1,056,432
-4,276
| -0.4% | -$475K | 0.68% | 16 |
|
|
2014
Q4 | $107M | Buy |
1,060,708
+817,432
| +336% | +$77.5M | 0.6% | 23 |
|
|
2014
Q3 | $21M | Sell |
243,276
-1,138
| -0.5% | -$96.2K | 0.18% | 127 |
|
|
2014
Q2 | $20M | Sell |
244,414
-12,614
| -5% | -$992K | 0.18% | 132 |
|
|
2014
Q1 | $21.1M | Buy |
+257,028
| New | +$19.3M | 0.2% | 114 |
|
Other funds holding UNH
VCM
VPM
Stifel Financial's UNH Position: Q1 2026 in Review
Stifel Financial reduced its UnitedHealth (UNH) stake by 0.31% in Q1 2026, selling an estimated $608K and leaving 650,763 shares worth $176M. The position accounts for 0.16% of the portfolio, ranked #147.
Stifel Financial first reported a position in UNH in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.05B in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Stifel Financial held 650,763 shares of UnitedHealth worth $176M as of Q1 2026.
- Stifel Financial sold 2,041 UnitedHealth shares in Q1 2026, an estimated $608K.
- UnitedHealth made up 0.16% of Stifel Financial's portfolio in Q1 2026, its #147 holding.
- Stifel Financial first reported a position in UnitedHealth in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's UnitedHealth position peaked at $1.05B in Q4 2022.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.