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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
Q2 		$89.2M Buy
214,643
+30,963
+17% +$11.5M 0.41% 40
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
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 $3.38T AUM 44.17% 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

Sanctuary Advisors's UNH Position: Q2 2026 in Review

Sanctuary Advisors increased its UnitedHealth (UNH) stake by 17% in Q2 2026, buying an estimated $11.5M and bringing the position to 214,643 shares worth $89.2M. The position accounts for 0.41% of the portfolio, ranked #40.

Sanctuary Advisors first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sanctuary Advisors held 214,643 shares of UnitedHealth worth $89.2M as of Q2 2026.
  • Sanctuary Advisors bought 30,963 UnitedHealth shares in Q2 2026, an estimated $11.5M.
  • UnitedHealth made up 0.41% of Sanctuary Advisors's portfolio in Q2 2026, its #40 holding.
  • Sanctuary Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.