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Safeguard Investment Advisory Group’s UnitedHealth UNH Stock Holding History

Safeguard Investment Advisory 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
2026
Q2 		$1.95M Buy
4,682
+887
+23% +$329K 0.45% 29
2026
Q1 		$1.03M Sell
3,795
-27
-0.7% -$8.04K 0.28% 39
2025
Q4 		$1.26M Buy
3,822
+45
+1% +$15.3K 0.32% 31
2025
Q3 		$1.3M Buy
3,777
+694
+23% +$210K 0.32% 33
2025
Q2 		$962K Buy
3,083
+6
+0.2% +$2.29K 0.24% 45
2025
Q1 		$1.61M Buy
3,077
+584
+23% +$299K 0.44% 27
2024
Q4 		$1.26M Buy
2,493
+7
+0.3% +$3.98K 0.35% 31
2024
Q3 		$1.45M Sell
2,486
-263
-10% -$149K 0.41% 24
2024
Q2 		$1.4M Buy
2,749
+515
+23% +$252K 0.44% 27
2024
Q1 		$1.11M Sell
2,234
-51
-2% -$25.9K 0.38% 29
2023
Q4 		$1.2M Buy
2,285
+28
+1% +$14.9K 0.45% 28
2023
Q3 		$1.14M Sell
2,257
-25
-1% -$12.3K 0.5% 29
2023
Q2 		$1.1M Buy
2,282
+69
+3% +$33.7K 0.47% 33
2023
Q1 		$1.05M Buy
2,213
+20
+0.9% +$9.65K 0.5% 33
2022
Q4 		$1.16M Buy
2,193
+17
+0.8% +$9.01K 0.72% 32
2022
Q3 		$1.1M Buy
2,176
+18
+0.8% +$9.46K 0.75% 29
2022
Q2 		$1.1M Hold
2,158
– – 0.68% 32
2022
Q1 		$1.1M Buy
2,158
+60
+3% +$28.9K 0.75% 27
2021
Q4 		$1.05M Sell
2,098
-75
-3% -$34K 0.61% 31
2021
Q3 		$849K Buy
2,173
+7
+0.3% +$2.9K 0.55% 34
2021
Q2 		$867K Buy
2,166
+99
+5% +$39.5K 0.62% 29
2021
Q1 		$769K Sell
2,067
-105
-5% -$36.4K 0.69% 29
2020
Q4 		$761K Buy
+2,172
New +$728K 0.67% 29

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's UNH Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $329K and bringing the position to 4,682 shares worth $1.95M. The position accounts for 0.45% of the portfolio, ranked #29.

Safeguard Investment Advisory Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Safeguard Investment Advisory Group held 4,682 shares of UnitedHealth worth $1.95M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 887 UnitedHealth shares in Q2 2026, an estimated $329K.
  • UnitedHealth made up 0.45% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Safeguard Investment Advisory Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.