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Sagard Holdings Management’s UnitedHealth UNH Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$32.5K Hold
94
– – 0.16% 47
2025
Q2 		$29.3K Buy
+94
New +$35.9K 0.08% 56

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sagard Holdings Management's UNH Position: Q3 2025 in Review

Sagard Holdings Management held its UnitedHealth (UNH) position steady in Q3 2025 at 94 shares worth $32.5K. The position accounts for 0.16% of the portfolio, ranked #47.

Sagard Holdings Management first reported a position in UNH in Q2 2025 and has held it in 2 quarters since. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Sagard Holdings Management held 94 shares of UnitedHealth worth $32.5K as of Q3 2025.
  • Sagard Holdings Management left its UnitedHealth share count unchanged in Q3 2025.
  • UnitedHealth made up 0.16% of Sagard Holdings Management's portfolio in Q3 2025, its #47 holding.
  • Sagard Holdings Management first reported a position in UnitedHealth in Q2 2025 and has held it in 2 quarters since.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.