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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sumitomo Mitsui Financial Group's UNH Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in UnitedHealth (UNH) in Q2 2026: 150 shares worth $62.3K. The stake represents ﹤0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in UNH as recently as Q4 2025.

Sumitomo Mitsui Financial Group first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $33.8M in Q4 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 150 shares of UnitedHealth worth $62.3K as of Q2 2026.
  • UnitedHealth was a new Sumitomo Mitsui Financial Group position in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #188 holding.
  • Sumitomo Mitsui Financial Group first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
  • Sumitomo Mitsui Financial Group's UnitedHealth position peaked at $33.8M in Q4 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.