Sanctuary Advisors’s UnitedHealth UNH Stock Holding History

Sanctuary Advisors’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	$49.7M	Buy	183,680 +19,712	+12%	+$5.87M	0.27%	73
2025 Q4	$54.1M	Buy	163,968 +16,093	+11%	+$5.45M	0.3%	64
2025 Q3	$51.1M	Buy	147,875 +22,436	+18%	+$6.79M	0.29%	62
2025 Q2	$39.1M	Sell	125,439 -2,195	-2%	-$839K	0.24%	79
2025 Q1	$66.8M	Sell	127,634 -9,352	-7%	-$4.78M	0.47%	38
2024 Q4	$74.7M	Sell	136,986 -8,292	-6%	-$4.71M	0.47%	36
2024 Q3	$85.8M	Buy	145,278 +21,084	+17%	+$11.9M	0.54%	29
2024 Q2	$61.5M	Buy	+124,194	New	+$60.9M	0.45%	40

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sanctuary Advisors's UNH Position: Q1 2026 in Review

Sanctuary Advisors increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $5.87M and bringing the position to 183,680 shares worth $49.7M. The position accounts for 0.27% of the portfolio, ranked #73.

Sanctuary Advisors first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $85.8M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sanctuary Advisors held 183,680 shares of UnitedHealth worth $49.7M as of Q1 2026.
Sanctuary Advisors bought 19,712 UnitedHealth shares in Q1 2026, an estimated $5.87M.
UnitedHealth made up 0.27% of Sanctuary Advisors's portfolio in Q1 2026, its #73 holding.
Sanctuary Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's UnitedHealth position peaked at $85.8M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.