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 Q2	–	Sell	-1,804	Closed	-$488K	–	105
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sage Private Wealth Group's UNH Position: Q2 2026 in Review

Sage Private Wealth Group sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,804 shares — an estimated $488K sold.

Sage Private Wealth Group first reported a position in UNH in Q4 2020 and held it in 17 quarters. The position peaked at $595K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sage Private Wealth Group reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Sage Private Wealth Group sold 1,804 UnitedHealth shares in Q2 2026, an estimated $488K.
Sage Private Wealth Group first reported a position in UnitedHealth in Q4 2020 and held it in 17 quarters.
Sage Private Wealth Group's UnitedHealth position peaked at $595K in Q3 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.