SRC
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Sage Rhino Capital’s UnitedHealth UNH Stock Holding History

Sage Rhino Capital’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 		$249K Sell
919
-52
-5% -$15.5K 0.05% 230
2025
Q4 		$321K Sell
971
-59
-6% -$20K 0.06% 191
2025
Q3 		$356K Buy
1,030
+76
+8% +$23K 0.07% 168
2025
Q2 		$298K Sell
954
-88
-8% -$33.6K 0.06% 179
2025
Q1 		$546K Sell
1,042
-29
-3% -$14.8K 0.13% 122
2024
Q4 		$542K Sell
1,071
-35
-3% -$19.9K 0.12% 122
2024
Q3 		$647K Sell
1,106
-13
-1% -$7.35K 0.14% 115
2024
Q2 		$570K Sell
1,119
-25
-2% -$12.3K 0.14% 122
2024
Q1 		$566K Buy
1,144
+19
+2% +$9.66K 0.13% 123
2023
Q4 		$592K Sell
1,125
-35
-3% -$18.7K 0.15% 112
2023
Q3 		$585K Buy
1,160
+5
+0.4% +$2.46K 0.16% 109
2023
Q2 		$555K Sell
1,155
-244
-17% -$119K 0.15% 107
2023
Q1 		$661K Buy
1,399
+27
+2% +$13K 0.19% 97
2022
Q4 		$727K Sell
1,372
-1
-0.1% -$530 0.23% 87
2022
Q3 		$693K Sell
1,373
-196
-12% -$103K 0.28% 62
2022
Q2 		$806K Sell
1,569
-304
-16% -$153K 0.31% 53
2022
Q1 		$955K Sell
1,873
-24
-1% -$11.6K 0.29% 61
2021
Q4 		$953K Sell
1,897
-194
-9% -$87.8K 0.27% 66
2021
Q3 		$817K Buy
2,091
+34
+2% +$14.1K 0.25% 68
2021
Q2 		$824K Buy
2,057
+18
+0.9% +$7.18K 0.24% 71
2021
Q1 		$759K Buy
2,039
+6
+0.3% +$2.08K 0.25% 73
2020
Q4 		$713K Sell
2,033
-6
-0.3% -$2.01K 0.28% 67
2020
Q3 		$636K Sell
2,039
-8
-0.4% -$2.46K 0.31% 64
2020
Q2 		$604K Buy
2,047
+80
+4% +$22.9K 0.32% 66
2020
Q1 		$491K Sell
1,967
-100
-5% -$27.5K 0.35% 61
2019
Q4 		$610K Sell
2,067
-111
-5% -$29K 0.35% 65
2019
Q3 		$473K Buy
2,178
+10
+0.5% +$2.41K 0.3% 67
2019
Q2 		$529K Sell
2,168
-25
-1% -$6.01K 0.34% 61
2019
Q1 		$542K Buy
+2,193
New +$559K 0.36% 59

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 Rhino Capital's UNH Position: Q1 2026 in Review

Sage Rhino Capital reduced its UnitedHealth (UNH) stake by 5.4% in Q1 2026, selling an estimated $15.5K and leaving 919 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #230.

Sage Rhino Capital first reported a position in UNH in Q1 2019 and has held it in 29 quarters since. The position peaked at $955K in Q1 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sage Rhino Capital held 919 shares of UnitedHealth worth $249K as of Q1 2026.
  • Sage Rhino Capital sold 52 UnitedHealth shares in Q1 2026, an estimated $15.5K.
  • UnitedHealth made up 0.05% of Sage Rhino Capital's portfolio in Q1 2026, its #230 holding.
  • Sage Rhino Capital first reported a position in UnitedHealth in Q1 2019 and has held it in 29 quarters since.
  • Sage Rhino Capital's UnitedHealth position peaked at $955K in Q1 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.