SageView Advisory Group’s UnitedHealth UNH Stock Holding History

SageView Advisory 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
2025 Q4	$3.7M	Sell	11,218 -835	-7%	-$283K	0.13%	101
2025 Q3	$4.16M	Buy	12,053 +4,171	+53%	+$1.26M	0.14%	95
2025 Q2	$2.22M	Sell	7,882 -2,096	-21%	-$801K	0.08%	124
2025 Q1	$5.23M	Sell	9,978 -509	-5%	-$260K	0.22%	51
2024 Q4	$5.3M	Buy	10,487 +1,243	+13%	+$706K	0.23%	53
2024 Q3	$5.4M	Sell	9,244 -858	-8%	-$485K	0.27%	45
2024 Q2	$5.14M	Buy	10,102 +282	+3%	+$138K	0.24%	51
2024 Q1	$1.46M	Sell	9,820 -1,153	-11%	-$586K	0.07%	147
2023 Q4	$5.53M	Buy	10,973 +2,299	+27%	+$1.23M	0.24%	59
2023 Q3	$4.37M	Buy	8,674 +370	+4%	+$182K	0.25%	56
2023 Q2	$3.99M	Buy	8,304 +750	+10%	+$367K	0.22%	62
2023 Q1	$3.57M	Buy	7,554 +4,474	+145%	+$2.16M	0.23%	70
2022 Q4	$1.63M	Buy	+3,080	New	+$1.63M	0.13%	109

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's UNH Position: Q4 2025 in Review

SageView Advisory Group reduced its UnitedHealth (UNH) stake by 6.9% in Q4 2025, selling an estimated $283K and leaving 11,218 shares worth $3.7M. The position accounts for 0.13% of the portfolio, ranked #101.

SageView Advisory Group first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.53M in Q4 2023. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

SageView Advisory Group held 11,218 shares of UnitedHealth worth $3.7M as of Q4 2025.
SageView Advisory Group sold 835 UnitedHealth shares in Q4 2025, an estimated $283K.
UnitedHealth made up 0.13% of SageView Advisory Group's portfolio in Q4 2025, its #101 holding.
SageView Advisory Group first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's UnitedHealth position peaked at $5.53M in Q4 2023.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.