Sunbelt Securities’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 | $1.47M | Buy |
5,429
+4,013
| +283% | +$1.2M | 0.09% | 187 |
|
|
2025
Q4 | $467K | Buy |
1,416
+66
| +5% | +$22.4K | 0.03% | 419 |
|
|
2025
Q3 | $466K | Sell |
1,350
-905
| -40% | -$274K | 0.03% | 404 |
|
|
2025
Q2 | $1.14M | Buy |
2,255
+311
| +16% | +$119K | 0.1% | 184 |
|
|
2025
Q1 | $1.02M | Sell |
1,944
-311
| -14% | -$159K | 0.09% | 190 |
|
|
2024
Q4 | $1.15M | Sell |
2,255
-535
| -19% | -$304K | 0.1% | 184 |
|
|
2024
Q3 | $1.63M | Buy |
2,790
+24
| +0.9% | +$13.6K | 0.16% | 131 |
|
|
2024
Q2 | $1.41M | Sell |
2,766
-734
| -21% | -$360K | 0.14% | 140 |
|
|
2024
Q1 | $1.73M | Sell |
3,500
-1,385
| -28% | -$704K | 0.19% | 110 |
|
|
2023
Q4 | $2.57M | Buy |
4,885
+76
| +2% | +$40.5K | 0.32% | 68 |
|
|
2023
Q3 | $2.42M | Buy |
4,809
+80
| +2% | +$39.4K | 0.34% | 62 |
|
|
2023
Q2 | $2.27M | Buy |
4,729
+162
| +4% | +$79.2K | 0.33% | 62 |
|
|
2023
Q1 | $2.15M | Sell |
4,567
-184
| -4% | -$88.8K | 0.35% | 67 |
|
|
2022
Q4 | $2.52M | Sell |
4,751
-105
| -2% | -$55.6K | 0.49% | 45 |
|
|
2022
Q3 | $2.45M | Sell |
4,856
-94
| -2% | -$49.4K | 0.52% | 42 |
|
|
2022
Q2 | $2.54M | Sell |
4,950
-288
| -5% | -$145K | 0.54% | 38 |
|
|
2022
Q1 | $2.73M | Sell |
5,238
-77
| -1% | -$37.1K | 0.5% | 47 |
|
|
2021
Q4 | $2.62M | Sell |
5,315
-176
| -3% | -$79.7K | 0.43% | 60 |
|
|
2021
Q3 | $2.31M | Hold |
5,491
| – | – | 0.41% | 60 |
|
|
2021
Q2 | $2.31M | Buy |
5,491
+163
| +3% | +$65K | 0.41% | 60 |
|
|
2021
Q1 | $1.98M | Buy |
5,328
+32
| +0.6% | +$11.1K | 0.39% | 65 |
|
|
2020
Q4 | $1.86M | Sell |
5,296
-105
| -2% | -$35.2K | 0.38% | 62 |
|
|
2020
Q3 | $1.69M | Buy |
5,401
+318
| +6% | +$97.7K | 0.47% | 60 |
|
|
2020
Q2 | $1.5M | Sell |
5,083
-7,340
| -59% | -$2.1M | 0.52% | 53 |
|
|
2020
Q1 | $3.2M | Buy |
12,423
+4,797
| +63% | +$1.32M | 0.14% | 76 |
|
|
2019
Q4 | $2.24M | Sell |
7,626
-17
| -0.2% | -$4.45K | 0.24% | 102 |
|
|
2019
Q3 | $1.66M | Buy |
7,643
+3,014
| +65% | +$727K | 0.19% | 117 |
|
|
2019
Q2 | $1.13M | Buy |
4,629
+1,998
| +76% | +$481K | 0.49% | 58 |
|
|
2019
Q1 | $650K | Buy |
2,631
+126
| +5% | +$32.1K | 0.33% | 89 |
|
|
2018
Q4 | $334K | Sell |
2,505
-351
| -12% | -$92.7K | 0.19% | 140 |
|
|
2018
Q3 | $760K | Buy |
2,856
+87
| +3% | +$22.6K | 0.41% | 65 |
|
|
2018
Q2 | $679K | Sell |
2,769
-66
| -2% | -$15.8K | 0.41% | 69 |
|
|
2018
Q1 | $607K | Sell |
2,835
-3
| -0.1% | -$685 | 0.56% | 50 |
|
|
2017
Q4 | $626K | Sell |
2,838
-74
| -3% | -$15.7K | 0.61% | 44 |
|
|
2017
Q3 | $570K | Buy |
2,912
+1,738
| +148% | +$336K | 0.6% | 50 |
|
|
2017
Q2 | $218K | Buy |
+1,174
| New | +$206K | 0.41% | 72 |
|
Other funds holding UNH
VCM
VPM
Sunbelt Securities's UNH Position: Q1 2026 in Review
Sunbelt Securities increased its UnitedHealth (UNH) stake by 283% in Q1 2026, buying an estimated $1.2M and bringing the position to 5,429 shares worth $1.47M. The position accounts for 0.09% of the portfolio, ranked #187.
Sunbelt Securities first reported a position in UNH in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.2M in Q1 2020. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Sunbelt Securities held 5,429 shares of UnitedHealth worth $1.47M as of Q1 2026.
- Sunbelt Securities bought 4,013 UnitedHealth shares in Q1 2026, an estimated $1.2M.
- UnitedHealth made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #187 holding.
- Sunbelt Securities first reported a position in UnitedHealth in Q2 2017 and has held it in 36 quarters since.
- Sunbelt Securities's UnitedHealth position peaked at $3.2M in Q1 2020.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.