Sumitomo Mitsui Financial Group’s UnitedHealth UNH Stock Holding History

Sumitomo Mitsui Financial Group’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
2025 Q2	–	Sell	-7,500	Closed	-$115K	–	252
2025 Q1	$115K	Buy	+7,500	New	+$3.83M	﹤0.01%	130

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

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.