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Sandy Cove Advisors’s UnitedHealth UNH Stock Holding History

Sandy Cove 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 		$328K Buy
+788
New +$292K 0.08% 118
2025
Q2 		– Sell
-933
Closed -$489K – 134
2025
Q1 		$489K Sell
933
-118
-11% -$60.3K 0.2% 66
2024
Q4 		$532K Buy
1,051
+66
+7% +$37.5K 0.21% 66
2024
Q3 		$576K Buy
985
+34
+4% +$19.2K 0.23% 64
2024
Q2 		$484K Sell
951
-67
-7% -$32.8K 0.22% 67
2024
Q1 		$504K Buy
1,018
+52
+5% +$26.4K 0.23% 66
2023
Q4 		$509K Buy
966
+198
+26% +$106K 0.26% 61
2023
Q3 		$387K Sell
768
-55
-7% -$27.1K 0.22% 76
2023
Q2 		$395K Buy
823
+75
+10% +$36.7K 0.23% 78
2023
Q1 		$354K Hold
748
– – 0.26% 62
2022
Q4 		$397K Buy
748
+249
+50% +$132K 0.32% 46
2022
Q3 		$252K Sell
499
-55
-10% -$28.9K 0.23% 62
2022
Q2 		$284K Buy
554
+55
+11% +$27.6K 0.26% 54
2022
Q1 		$255K Hold
499
– – 0.21% 64
2021
Q4 		$251K Buy
+499
New +$226K 0.21% 64

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sandy Cove Advisors's UNH Position: Q2 2026 in Review

Sandy Cove Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 788 shares worth $328K. The stake represents 0.08% of the portfolio and ranks #118 among its holdings. This is a return to the name: Sandy Cove Advisors previously reported a position in UNH as recently as Q1 2025.

Sandy Cove Advisors first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $576K in Q3 2024. 799 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sandy Cove Advisors held 788 shares of UnitedHealth worth $328K as of Q2 2026.
  • UnitedHealth was a new Sandy Cove Advisors position in Q2 2026.
  • UnitedHealth made up 0.08% of Sandy Cove Advisors's portfolio in Q2 2026, its #118 holding.
  • Sandy Cove Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
  • Sandy Cove Advisors's UnitedHealth position peaked at $576K in Q3 2024.
  • 799 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.