Sage Investment Advisers’s UnitedHealth UNH Stock Holding History

Sage Investment Advisers’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	$324K	Sell	779 -451	-37%	-$167K	0.22%	75
2026 Q1	$337K	Sell	1,230 -389	-24%	-$116K	0.25%	71
2025 Q4	$535K	Buy	+1,619	New	+$549K	0.4%	53
2024 Q3	$331K	Buy	566 +159	+39%	+$89.9K	0.35%	51
2024 Q2	$207K	Hold	407	–	–	0.23%	64
2024 Q1	$201K	Hold	407	–	–	0.23%	65
2023 Q4	$214K	Hold	407	–	–	0.26%	61
2023 Q3	$205K	Buy	+407	New	+$200K	0.28%	56
2023 Q2	–	Sell	-457	Closed	-$216K	–	66
2023 Q1	$216K	Sell	457 -50	-10%	-$24.1K	0.29%	55
2022 Q4	$269K	Sell	507 -100	-16%	-$53K	0.38%	50
2022 Q3	$307K	Hold	607	–	–	0.48%	47
2022 Q2	$312K	Buy	607 +7	+1%	+$3.52K	0.49%	49
2022 Q1	$306K	Hold	600	–	–	0.41%	52
2021 Q4	$301K	Buy	+600	New	+$272K	0.39%	54

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

PAM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sage Investment Advisers's UNH Position: Q2 2026 in Review

Sage Investment Advisers reduced its UnitedHealth (UNH) stake by 37% in Q2 2026, selling an estimated $167K and leaving 779 shares worth $324K. The position accounts for 0.22% of the portfolio, ranked #75.

Sage Investment Advisers first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $535K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sage Investment Advisers held 779 shares of UnitedHealth worth $324K as of Q2 2026.
Sage Investment Advisers sold 451 UnitedHealth shares in Q2 2026, an estimated $167K.
UnitedHealth made up 0.22% of Sage Investment Advisers's portfolio in Q2 2026, its #75 holding.
Sage Investment Advisers first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
Sage Investment Advisers's UnitedHealth position peaked at $535K in Q4 2025.
1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.