Sageworth Trust’s UnitedHealth UNH Stock Holding History

Sageworth Trust’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	–	Sell	-937	Closed	-$254K	–	175
2026 Q1	$254K	Buy	+937	New	+$279K	0.01%	152
2025 Q4	–	Sell	-2,806	Closed	-$969K	–	260
2025 Q3	$969K	Buy	+2,806	New	+$849K	0.05%	105
2024 Q3	–	Sell	-2,210	Closed	-$1.13M	–	127
2024 Q2	$1.13M	Buy	+2,210	New	+$1.08M	0.07%	48
2023 Q2	–	Sell	-264	Closed	-$125K	–	420
2023 Q1	$125K	Buy	264 +172	+187%	+$83K	0.01%	99
2022 Q4	$49K	Buy	92 +10	+12%	+$5.3K	﹤0.01%	127
2022 Q3	$41K	Sell	82 -463	-85%	-$243K	﹤0.01%	123
2022 Q2	$280K	Buy	545 +463	+565%	+$233K	0.02%	65
2022 Q1	$42K	Hold	82	–	–	﹤0.01%	104
2021 Q4	$41K	Hold	82	–	–	﹤0.01%	120
2021 Q3	$32K	Sell	82 -991	-92%	-$410K	﹤0.01%	265
2021 Q2	$430K	Buy	+1,073	New	+$428K	0.03%	74
2020 Q3	–	Sell	-9	Closed	-$3K	–	339
2020 Q2	$3K	Buy	+9	New	+$2.58K	﹤0.01%	158
2019 Q2	–	Sell	-14	Closed	-$3K	–	281
2019 Q1	$3K	Buy	14 +7	+100%	+$1.78K	﹤0.01%	212
2018 Q4	$2K	Sell	7 -106	-94%	-$28K	﹤0.01%	126
2018 Q3	$30K	Buy	+113	New	+$29.4K	﹤0.01%	113
2018 Q2	–	Sell	-69	Closed	-$15K	–	205
2018 Q1	$15K	Buy	69 +28	+68%	+$6.39K	﹤0.01%	65
2017 Q4	$9K	Buy	+41	New	+$8.69K	﹤0.01%	58
2015 Q1	–	Sell	-4,958	Closed	-$501K	–	80
2014 Q4	$501K	Buy	+4,958	New	+$470K	0.15%	55

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

Sageworth Trust's UNH Position: Q2 2026 in Review

Sageworth Trust sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 937 shares — an estimated $254K sold.

Sageworth Trust first reported a position in UNH in Q4 2014 and held it in 18 quarters. The position peaked at $1.13M in Q2 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sageworth Trust reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Sageworth Trust sold 937 UnitedHealth shares in Q2 2026, an estimated $254K.
Sageworth Trust first reported a position in UnitedHealth in Q4 2014 and held it in 18 quarters.
Sageworth Trust's UnitedHealth position peaked at $1.13M in Q2 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.