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Saranac Partners’s UnitedHealth UNH Stock Holding History

Saranac Partners’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 		$8.34M Buy
20,032
+66
+0.3% +$24.5K 2.43% 14
2026
Q1 		$5.36M Buy
19,966
+2,145
+12% +$639K 2.29% 18
2025
Q4 		$5.88M Buy
17,821
+3,347
+23% +$1.13M 2.3% 23
2025
Q3 		$5M Buy
14,474
+1,617
+13% +$489K 0.91% 35
2025
Q2 		$4.01M Buy
12,857
+997
+8% +$381K 2.13% 26
2025
Q1 		$6.21M Buy
11,860
+1,282
+12% +$655K 3.53% 7
2024
Q4 		$5.35M Buy
+10,578
New +$6.01M 2.95% 12
2024
Q3 		– Sell
-11,251
Closed -$5.73M – 68
2024
Q2 		$5.73M Sell
11,251
-127
-1% -$62.2K 3.41% 6
2024
Q1 		$5.63M Buy
11,378
+786
+7% +$400K 3.44% 6
2023
Q4 		$5.58M Sell
10,592
-5,283
-33% -$2.82M 3.68% 5
2023
Q3 		$8M Buy
15,875
+28
+0.2% +$13.8K 4.5% 6
2023
Q2 		$7.62M Buy
15,847
+1,269
+9% +$621K 4.04% 7
2023
Q1 		$6.89M Buy
14,578
+10,492
+257% +$5.06M 4.06% 7
2022
Q4 		$2.17M Buy
+4,086
New +$2.16M 3.93% 8

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

Saranac Partners's UNH Position: Q2 2026 in Review

Saranac Partners increased its UnitedHealth (UNH) stake by 0.33% in Q2 2026, buying an estimated $24.5K and bringing the position to 20,032 shares worth $8.34M. The position accounts for 2.43% of the portfolio, ranked #14.

Saranac Partners first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Saranac Partners held 20,032 shares of UnitedHealth worth $8.34M as of Q2 2026.
  • Saranac Partners bought 66 UnitedHealth shares in Q2 2026, an estimated $24.5K.
  • UnitedHealth made up 2.43% of Saranac Partners's portfolio in Q2 2026, its #14 holding.
  • Saranac Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.