SWP
UNH icon

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
Q2 		$5.29M Buy
12,729
+3,272
+35% +$1.21M 0.08% 126
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sagespring Wealth Partners's UNH Position: Q2 2026 in Review

Sagespring Wealth Partners increased its UnitedHealth (UNH) stake by 35% in Q2 2026, buying an estimated $1.21M and bringing the position to 12,729 shares worth $5.29M. The position accounts for 0.08% of the portfolio, ranked #126.

Sagespring Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.86M in Q4 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sagespring Wealth Partners held 12,729 shares of UnitedHealth worth $5.29M as of Q2 2026.
  • Sagespring Wealth Partners bought 3,272 UnitedHealth shares in Q2 2026, an estimated $1.21M.
  • UnitedHealth made up 0.08% of Sagespring Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Sagespring Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's UnitedHealth position peaked at $8.86M in Q4 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.