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SageGuard Financial Group’s UnitedHealth UNH Stock Holding History

SageGuard Financial 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 		$530K Sell
1,275
-142
-10% -$52.6K 0.07% 136
2026
Q1 		$383K Sell
1,417
-100
-7% -$29.8K 0.06% 137
2025
Q4 		$501K Buy
+1,517
New +$514K 0.08% 116
2021
Q3 		– Sell
-7,233
Closed -$2.9M – 117
2021
Q2 		$2.9M Buy
7,233
+900
+14% +$359K 1.31% 19
2021
Q1 		$2.35M Buy
6,333
+369
+6% +$128K 1.09% 25
2020
Q4 		$2.09M Buy
+5,964
New +$2M 1.01% 23

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SageGuard Financial Group's UNH Position: Q2 2026 in Review

SageGuard Financial Group reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $52.6K and leaving 1,275 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #136.

SageGuard Financial Group first reported a position in UNH in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.9M in Q2 2021. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SageGuard Financial Group held 1,275 shares of UnitedHealth worth $530K as of Q2 2026.
  • SageGuard Financial Group sold 142 UnitedHealth shares in Q2 2026, an estimated $52.6K.
  • UnitedHealth made up 0.07% of SageGuard Financial Group's portfolio in Q2 2026, its #136 holding.
  • SageGuard Financial Group first reported a position in UnitedHealth in Q4 2020 and has held it in 6 quarters since.
  • SageGuard Financial Group's UnitedHealth position peaked at $2.9M in Q2 2021.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.