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Sargent Investment Group’s UnitedHealth UNH Stock Holding History

Sargent Investment Group’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 		$1.46M Buy
5,388
+262
+5% +$78K 0.19% 96
2025
Q4 		$1.69M Buy
+5,126
New +$1.74M 0.21% 80
2025
Q3 		– Sell
-2,478
Closed -$609K – 225
2025
Q2 		$609K Sell
2,478
-3,377
-58% -$1.29M 0.08% 140
2025
Q1 		$3.07M Sell
5,855
-652
-10% -$333K 0.49% 44
2024
Q4 		$3.52M Buy
6,507
+1,772
+37% +$1.01M 0.58% 36
2024
Q3 		$2.77M Buy
4,735
+867
+22% +$490K 0.5% 43
2024
Q2 		$1.97M Buy
3,868
+942
+32% +$462K 0.4% 53
2024
Q1 		$1.45M Buy
2,926
+69
+2% +$35.1K 0.32% 67
2023
Q4 		$1.5M Buy
2,857
+271
+10% +$145K 0.33% 62
2023
Q3 		$1.3M Sell
2,586
-7
-0.3% -$3.44K 0.31% 65
2023
Q2 		$1.25M Buy
2,593
+289
+13% +$141K 0.3% 67
2023
Q1 		$1.14M Buy
2,304
+61
+3% +$29.4K 0.3% 73
2022
Q4 		$1.19M Buy
2,243
+16
+0.7% +$8.47K 0.37% 68
2022
Q3 		$1.16M Buy
2,227
+37
+2% +$19.5K 0.36% 65
2022
Q2 		$1.13M Hold
2,190
– – 0.35% 62
2022
Q1 		$1.12M Sell
2,190
-3
-0.1% -$1.45K 0.28% 63
2021
Q4 		$1.1M Hold
2,193
– – 0.25% 64
2021
Q3 		$857K Buy
2,193
+33
+2% +$13.7K 0.21% 79
2021
Q2 		$865K Sell
2,160
-8
-0.4% -$3.19K 0.21% 77
2021
Q1 		$807K Sell
2,168
-50
-2% -$17.3K 0.21% 81
2020
Q4 		$778K Sell
2,218
-755
-25% -$253K 0.25% 74
2020
Q3 		$927K Sell
2,973
-20
-0.7% -$6.14K 0.34% 60
2020
Q2 		$891K Hold
2,993
– – 0.33% 56
2020
Q1 		$746K Buy
2,993
+111
+4% +$30.5K 0.34% 56
2019
Q4 		$847K Buy
2,882
+54
+2% +$14.1K 0.31% 64
2019
Q3 		$615K Buy
2,828
+1,003
+55% +$242K 0.28% 76
2019
Q2 		$445K Hold
1,825
– – 0.2% 91
2019
Q1 		$451K Hold
1,825
– – 0.22% 84
2018
Q4 		$455K Buy
+1,825
New +$482K 0.28% 69

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sargent Investment Group's UNH Position: Q1 2026 in Review

Sargent Investment Group increased its UnitedHealth (UNH) stake by 5.1% in Q1 2026, buying an estimated $78K and bringing the position to 5,388 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #96.

Sargent Investment Group first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.52M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sargent Investment Group held 5,388 shares of UnitedHealth worth $1.46M as of Q1 2026.
  • Sargent Investment Group bought 262 UnitedHealth shares in Q1 2026, an estimated $78K.
  • UnitedHealth made up 0.19% of Sargent Investment Group's portfolio in Q1 2026, its #96 holding.
  • Sargent Investment Group first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Sargent Investment Group's UnitedHealth position peaked at $3.52M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.