SWS Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.21M | Buy |
7,714
+2,042
| +36% | +$757K | 0.69% | 48 |
|
|
2026
Q1 | $1.53M | Buy |
5,672
+1,135
| +25% | +$338K | 0.38% | 81 |
|
|
2025
Q4 | $1.5M | Buy |
4,537
+212
| +5% | +$71.8K | 0.36% | 85 |
|
|
2025
Q3 | $1.49M | Buy |
4,325
+290
| +7% | +$87.7K | 0.36% | 85 |
|
|
2025
Q2 | $1.26M | Buy |
4,035
+175
| +5% | +$66.9K | 0.34% | 88 |
|
|
2025
Q1 | $2.02M | Sell |
3,860
-6
| -0.2% | -$3.07K | 0.66% | 57 |
|
|
2024
Q4 | $1.96M | Sell |
3,866
-33
| -0.8% | -$18.8K | 0.59% | 65 |
|
|
2024
Q3 | $2.28M | Sell |
3,899
-333
| -8% | -$188K | 0.73% | 56 |
|
|
2024
Q2 | $2.15M | Sell |
4,232
-892
| -17% | -$437K | 0.64% | 61 |
|
|
2024
Q1 | $2.54M | Buy |
5,124
+728
| +17% | +$370K | 0.76% | 54 |
|
|
2023
Q4 | $2.31M | Sell |
4,396
-372
| -8% | -$198K | 0.75% | 53 |
|
|
2023
Q3 | $2.4M | Sell |
4,768
-1,752
| -27% | -$862K | 0.89% | 42 |
|
|
2023
Q2 | $3.13M | Sell |
6,520
-234
| -3% | -$114K | 1.13% | 21 |
|
|
2023
Q1 | $3.19M | Buy |
+6,754
| New | +$3.26M | 1.19% | 18 |
|
|
2022
Q4 | – | Sell |
-5,699
| Closed | -$2.88M | – | 102 |
|
|
2022
Q3 | $2.88M | Sell |
5,699
-605
| -10% | -$318K | 1.33% | 15 |
|
|
2022
Q2 | $3.24M | Sell |
6,304
-721
| -10% | -$362K | 2.73% | 3 |
|
|
2022
Q1 | $3.59M | Sell |
7,025
-2,884
| -29% | -$1.39M | 2.35% | 5 |
|
|
2021
Q4 | $4.98M | Sell |
9,909
-102
| -1% | -$46.2K | 2.83% | 4 |
|
|
2021
Q3 | $3.91M | Buy |
10,011
+5,026
| +101% | +$2.08M | 2.42% | 6 |
|
|
2021
Q2 | $2M | Buy |
4,985
+114
| +2% | +$45.5K | 1.3% | 31 |
|
|
2021
Q1 | $1.81M | Buy |
4,871
+472
| +11% | +$164K | 1.25% | 32 |
|
|
2020
Q4 | $1.54M | Buy |
4,399
+463
| +12% | +$155K | 0.69% | 56 |
|
|
2020
Q3 | $1.23M | Buy |
3,936
+254
| +7% | +$78K | 0.61% | 55 |
|
|
2020
Q2 | $1.11M | Buy |
3,682
+328
| +10% | +$94K | 1.42% | 28 |
|
|
2020
Q1 | $836K | Buy |
+3,354
| New | +$923K | 0.6% | 56 |
|
|
2019
Q3 | $718K | Sell |
2,773
-275
| -9% | -$66.4K | 0.43% | 64 |
|
|
2019
Q2 | $794K | Buy |
+3,048
| New | +$733K | 0.5% | 61 |
|
|
2018
Q4 | $609K | Buy |
2,446
+45
| +2% | +$11.9K | 0.46% | 59 |
|
|
2018
Q3 | $639K | Buy |
2,401
+256
| +12% | +$66.6K | 0.41% | 59 |
|
|
2018
Q2 | $526K | Buy |
2,145
+1,947
| +983% | +$468K | 0.37% | 60 |
|
|
2018
Q1 | $43K | Buy |
198
+1
| +0.5% | +$228 | 0.03% | 163 |
|
|
2017
Q4 | $43K | Buy |
+197
| New | +$41.8K | 0.03% | 157 |
|
Other funds holding UNH
PAM
SWS Partners's UNH Position: Q2 2026 in Review
SWS Partners increased its UnitedHealth (UNH) stake by 36% in Q2 2026, buying an estimated $757K and bringing the position to 7,714 shares worth $3.21M. The position accounts for 0.69% of the portfolio, ranked #48.
SWS Partners first reported a position in UNH in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.98M in Q4 2021. 1,608 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- SWS Partners held 7,714 shares of UnitedHealth worth $3.21M as of Q2 2026.
- SWS Partners bought 2,042 UnitedHealth shares in Q2 2026, an estimated $757K.
- UnitedHealth made up 0.69% of SWS Partners's portfolio in Q2 2026, its #48 holding.
- SWS Partners first reported a position in UnitedHealth in Q4 2017 and has held it in 32 quarters since.
- SWS Partners's UnitedHealth position peaked at $4.98M in Q4 2021.
- 1,608 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.