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Sagespring Wealth Partners’s UnitedHealth UNH Stock Holding History

Sagespring Wealth Partners’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 		$2.56M Sell
9,457
-1,807
-16% -$538K 0.05% 176
2025
Q4 		$3.72M Buy
11,264
+1,460
+15% +$495K 0.07% 138
2025
Q3 		$3.39M Sell
9,804
-141
-1% -$42.6K 0.07% 142
2025
Q2 		$3.1M Sell
9,945
-6,188
-38% -$2.37M 0.07% 139
2025
Q1 		$8.45M Sell
16,133
-1,381
-8% -$706K 0.21% 58
2024
Q4 		$8.86M Buy
+17,514
New +$9.95M 0.23% 54

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

Sagespring Wealth Partners's UNH Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its UnitedHealth (UNH) stake by 16% in Q1 2026, selling an estimated $538K and leaving 9,457 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #176.

Sagespring Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.86M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sagespring Wealth Partners held 9,457 shares of UnitedHealth worth $2.56M as of Q1 2026.
  • Sagespring Wealth Partners sold 1,807 UnitedHealth shares in Q1 2026, an estimated $538K.
  • UnitedHealth made up 0.05% of Sagespring Wealth Partners's portfolio in Q1 2026, its #176 holding.
  • Sagespring Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's UnitedHealth position peaked at $8.86M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.