Sumitomo Mitsui Financial Group’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 | – | Sell |
-102,260
| Closed | -$33.8M | – | 214 |
|
|
2025
Q4 | $33.8M | Buy |
102,260
+8,226
| +9% | +$2.79M | 0.6% | 27 |
|
|
2025
Q3 | $32.5M | Buy |
94,034
+23,124
| +33% | +$6.99M | 0.57% | 25 |
|
|
2025
Q2 | $22.1M | Buy |
70,910
+18,420
| +35% | +$7.04M | 0.36% | 31 |
|
|
2025
Q1 | $27.5M | Buy |
52,490
+8,316
| +19% | +$4.25M | 0.5% | 25 |
|
|
2024
Q4 | $22.3M | Buy |
44,174
+2,469
| +6% | +$1.4M | 0.3% | 32 |
|
|
2024
Q3 | $24.4M | Buy |
41,705
+1,341
| +3% | +$758K | 0.55% | 25 |
|
|
2024
Q2 | $20.6M | Buy |
40,364
+3,864
| +11% | +$1.89M | 0.64% | 23 |
|
|
2024
Q1 | $18.1M | Buy |
36,500
+2,693
| +8% | +$1.37M | 0.56% | 23 |
|
|
2023
Q4 | $17.8M | Buy |
33,807
+3,415
| +11% | +$1.82M | 0.56% | 27 |
|
|
2023
Q3 | $15.3M | Buy |
30,392
+1,992
| +7% | +$980K | 0.49% | 28 |
|
|
2023
Q2 | $13.7M | Sell |
28,400
-221
| -0.8% | -$108K | 0.43% | 28 |
|
|
2023
Q1 | $13.5M | Buy |
28,621
+1,448
| +5% | +$699K | 0.42% | 28 |
|
|
2022
Q4 | $14.4M | Sell |
27,173
-487
| -2% | -$258K | 0.54% | 27 |
|
|
2022
Q3 | $14M | Sell |
27,660
-1,477
| -5% | -$777K | 0.59% | 25 |
|
|
2022
Q2 | $15M | Buy |
29,137
+726
| +3% | +$365K | 0.42% | 34 |
|
|
2022
Q1 | $14.5M | Buy |
28,411
+944
| +3% | +$455K | 0.43% | 40 |
|
|
2021
Q4 | $13.8M | Buy |
27,467
+3,144
| +13% | +$1.42M | 0.4% | 34 |
|
|
2021
Q3 | $9.5M | Buy |
24,323
+2,743
| +13% | +$1.14M | 0.22% | 48 |
|
|
2021
Q2 | $8.64M | Buy |
21,580
+1,969
| +10% | +$785K | 0.19% | 48 |
|
|
2021
Q1 | $7.3M | Buy |
19,611
+2,951
| +18% | +$1.02M | 0.17% | 44 |
|
|
2020
Q4 | $5.84M | Buy |
16,660
+266
| +2% | +$89.2K | 0.14% | 41 |
|
|
2020
Q3 | $5.11M | Buy |
16,394
+1,186
| +8% | +$364K | 0.17% | 42 |
|
|
2020
Q2 | $4.49M | Sell |
15,208
-1,308
| -8% | -$375K | 0.15% | 31 |
|
|
2020
Q1 | $4.12M | Buy |
16,516
+2,794
| +20% | +$769K | 0.2% | 28 |
|
|
2019
Q4 | $4.03M | Buy |
13,722
+91
| +0.7% | +$23.8K | 0.32% | 24 |
|
|
2019
Q3 | $2.96M | Buy |
13,631
+1,771
| +15% | +$427K | 0.25% | 35 |
|
|
2019
Q2 | $2.89M | Sell |
11,860
-461
| -4% | -$111K | 0.23% | 36 |
|
|
2019
Q1 | $3.05M | Sell |
12,321
-168
| -1% | -$42.8K | 0.27% | 30 |
|
|
2018
Q4 | $3.08M | Sell |
12,489
-2,141
| -15% | -$566K | 0.19% | 30 |
|
|
2018
Q3 | $3.89M | Buy |
14,630
+949
| +7% | +$247K | 0.32% | 24 |
|
|
2018
Q2 | $3.36M | Buy |
13,681
+3,089
| +29% | +$742K | 0.34% | 21 |
|
|
2018
Q1 | $2.27M | Buy |
10,592
+10,550
| +25,119% | +$2.41M | 0.21% | 31 |
|
|
2017
Q4 | $9K | Buy |
+42
| New | +$8.9K | ﹤0.01% | 95 |
|
Other funds holding UNH
VCM
VPM
Sumitomo Mitsui Financial Group's UNH Position: Q1 2026 in Review
Sumitomo Mitsui Financial Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 102,260 shares — an estimated $33.8M sold.
Sumitomo Mitsui Financial Group first reported a position in UNH in Q4 2017 and held it in 33 quarters. The position peaked at $33.8M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Sumitomo Mitsui Financial Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- Sumitomo Mitsui Financial Group sold 102,260 UnitedHealth shares in Q1 2026, an estimated $33.8M.
- Sumitomo Mitsui Financial Group first reported a position in UnitedHealth in Q4 2017 and held it in 33 quarters.
- Sumitomo Mitsui Financial Group's UnitedHealth position peaked at $33.8M in Q4 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.