Sage Private Wealth Group’s UnitedHealth UNH Stock Holding History

Sage Private Wealth 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	$488K	Buy	1,804 +50	+3%	+$14.9K	0.25%	52
2025 Q4	$579K	Buy	1,754 +31	+2%	+$10.5K	0.31%	43
2025 Q3	$595K	Buy	1,723 +72	+4%	+$21.8K	0.33%	41
2025 Q2	$515K	Buy	1,651 +857	+108%	+$328K	0.33%	36
2025 Q1	$416K	Buy	794 +44	+6%	+$22.5K	0.32%	48
2024 Q4	$379K	Buy	750 +281	+60%	+$160K	0.28%	50
2024 Q3	$274K	Sell	469 -25	-5%	-$14.1K	0.22%	77
2024 Q2	$252K	Buy	494 +23	+5%	+$11.3K	0.21%	73
2024 Q1	$233K	Buy	+471	New	+$239K	0.19%	74
2022 Q4	–	Sell	-103	Closed	-$52K	–	172
2022 Q3	$52K	Hold	103	–	–	0.07%	83
2022 Q2	$53K	Hold	103	–	–	0.08%	80
2022 Q1	$53K	Hold	103	–	–	0.05%	85
2021 Q4	$51K	Hold	103	–	–	0.06%	86
2021 Q3	$40K	Hold	103	–	–	0.06%	92
2021 Q2	$41K	Hold	103	–	–	0.06%	91
2021 Q1	$38K	Hold	103	–	–	0.07%	96
2020 Q4	$36K	Buy	+103	New	+$34.5K	0.1%	89

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sage Private Wealth Group's UNH Position: Q1 2026 in Review

Sage Private Wealth Group increased its UnitedHealth (UNH) stake by 2.9% in Q1 2026, buying an estimated $14.9K and bringing the position to 1,804 shares worth $488K. The position accounts for 0.25% of the portfolio, ranked #52.

Sage Private Wealth Group first reported a position in UNH in Q4 2020 and has held it in 17 quarters since. The position peaked at $595K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sage Private Wealth Group held 1,804 shares of UnitedHealth worth $488K as of Q1 2026.
Sage Private Wealth Group bought 50 UnitedHealth shares in Q1 2026, an estimated $14.9K.
UnitedHealth made up 0.25% of Sage Private Wealth Group's portfolio in Q1 2026, its #52 holding.
Sage Private Wealth Group first reported a position in UnitedHealth in Q4 2020 and has held it in 17 quarters since.
Sage Private Wealth Group's UnitedHealth position peaked at $595K in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.