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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Safeguard Investment Advisory Group's UNH Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its UnitedHealth (UNH) stake by 0.71% in Q1 2026, selling an estimated $8.04K and leaving 3,795 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #39.

Safeguard Investment Advisory Group first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.61M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Safeguard Investment Advisory Group held 3,795 shares of UnitedHealth worth $1.03M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 27 UnitedHealth shares in Q1 2026, an estimated $8.04K.
  • UnitedHealth made up 0.28% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #39 holding.
  • Safeguard Investment Advisory Group first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's UnitedHealth position peaked at $1.61M in Q1 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.