SMA
UNH icon

Sage Mountain Advisors’s UnitedHealth UNH Stock Holding History

Sage Mountain Advisors’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 		– Sell
-8,289
Closed -$2.74M – 549
2025
Q4 		$2.74M Buy
8,289
+8
+0.1% +$2.71K 0.15% 74
2025
Q3 		$2.86M Buy
8,281
+2,016
+32% +$610K 0.16% 73
2025
Q2 		$1.95M Sell
6,265
-58
-0.9% -$22.2K 0.13% 81
2025
Q1 		$3.31M Sell
6,323
-223
-3% -$114K 0.24% 53
2024
Q4 		$3.31M Buy
6,546
+1,323
+25% +$752K 0.24% 55
2024
Q3 		$3.05M Buy
5,223
+503
+11% +$285K 0.26% 50
2024
Q2 		$2.4M Buy
4,720
+939
+25% +$460K 0.22% 54
2024
Q1 		$1.87M Sell
3,781
-141
-4% -$71.7K 0.19% 58
2023
Q4 		$2.06M Buy
3,922
+394
+11% +$210K 0.24% 54
2023
Q3 		$1.78M Buy
3,528
+479
+16% +$236K 0.24% 52
2023
Q2 		$1.47M Buy
3,049
+205
+7% +$100K 0.21% 57
2023
Q1 		$1.34M Buy
2,844
+1,146
+67% +$553K 0.22% 56
2022
Q4 		$900K Buy
1,698
+209
+14% +$111K 0.2% 43
2022
Q3 		$752K Sell
1,489
-249
-14% -$131K 0.2% 43
2022
Q2 		$893K Buy
1,738
+95
+6% +$47.7K 0.16% 104
2022
Q1 		$838K Sell
1,643
-771
-32% -$372K 0.13% 145
2021
Q4 		$1.21M Buy
2,414
+220
+10% +$99.6K 0.15% 112
2021
Q3 		$857K Buy
2,194
+31
+1% +$12.8K 0.12% 156
2021
Q2 		$866K Buy
2,163
+477
+28% +$190K 0.14% 143
2021
Q1 		$627K Buy
1,686
+365
+28% +$126K 0.13% 133
2020
Q4 		$463K Buy
+1,321
New +$443K 0.15% 99

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

Sage Mountain Advisors's UNH Position: Q1 2026 in Review

Sage Mountain Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 8,289 shares — an estimated $2.74M sold.

Sage Mountain Advisors first reported a position in UNH in Q4 2020 and held it in 21 quarters. The position peaked at $3.31M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sage Mountain Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 8,289 UnitedHealth shares in Q1 2026, an estimated $2.74M.
  • Sage Mountain Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 21 quarters.
  • Sage Mountain Advisors's UnitedHealth position peaked at $3.31M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.