SWP Financial’s UnitedHealth UNH Stock Holding History

SWP Financial’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
2026 Q2	$444K	Buy	1,068 +42	+4%	+$15.6K	0.21%	50
2026 Q1	$278K	Hold	1,026	–	–	0.14%	60
2025 Q4	$339K	Hold	1,026	–	–	0.17%	53
2025 Q3	$354K	Hold	1,026	–	–	0.18%	52
2025 Q2	$320K	Hold	1,026	–	–	0.18%	56
2025 Q1	$537K	Hold	1,026	–	–	0.33%	42
2024 Q4	$519K	Hold	1,026	–	–	0.31%	42
2024 Q3	$600K	Hold	1,026	–	–	0.37%	27
2024 Q2	$523K	Sell	1,026 -4	-0.4%	-$1.96K	0.35%	26
2024 Q1	$510K	Buy	1,030 +4	+0.4%	+$2.03K	0.36%	27
2023 Q4	$540K	Buy	+1,026	New	+$547K	0.42%	24

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

SWP Financial's UNH Position: Q2 2026 in Review

SWP Financial increased its UnitedHealth (UNH) stake by 4.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,068 shares worth $444K. The position accounts for 0.21% of the portfolio, ranked #50.

SWP Financial first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $600K in Q3 2024. 1,679 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

SWP Financial held 1,068 shares of UnitedHealth worth $444K as of Q2 2026.
SWP Financial bought 42 UnitedHealth shares in Q2 2026, an estimated $15.6K.
UnitedHealth made up 0.21% of SWP Financial's portfolio in Q2 2026, its #50 holding.
SWP Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
SWP Financial's UnitedHealth position peaked at $600K in Q3 2024.
1,679 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.