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
2026 Q2	$3.83M	Sell	9,224 -465	-5%	-$172K	0.13%	108
2026 Q1	$2.62M	Sell	9,689 -1,529	-14%	-$455K	0.1%	116
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's UNH Position: Q2 2026 in Review

SageView Advisory Group reduced its UnitedHealth (UNH) stake by 4.8% in Q2 2026, selling an estimated $172K and leaving 9,224 shares worth $3.83M. The position accounts for 0.13% of the portfolio, ranked #108.

SageView Advisory Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.53M in Q4 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

SageView Advisory Group held 9,224 shares of UnitedHealth worth $3.83M as of Q2 2026.
SageView Advisory Group sold 465 UnitedHealth shares in Q2 2026, an estimated $172K.
UnitedHealth made up 0.13% of SageView Advisory Group's portfolio in Q2 2026, its #108 holding.
SageView Advisory Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's UnitedHealth position peaked at $5.53M in Q4 2023.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.