SFG
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Sather Financial Group’s UnitedHealth UNH Stock Holding History

Sather Financial 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 		$5.71M Sell
21,092
-33
-0.2% -$9.83K 0.35% 29
2025
Q4 		$6.97M Buy
21,125
+50
+0.2% +$16.9K 0.37% 28
2025
Q3 		$7.28M Buy
21,075
+490
+2% +$148K 0.4% 29
2025
Q2 		$6.42M Buy
20,585
+19,063
+1,252% +$7.29M 0.38% 28
2025
Q1 		$797K Buy
1,522
+96
+7% +$49.1K 0.05% 46
2024
Q4 		$721K Sell
1,426
-149
-9% -$84.7K 0.05% 46
2024
Q3 		$921K Buy
1,575
+12
+0.8% +$6.79K 0.06% 42
2024
Q2 		$796K Sell
1,563
-83
-5% -$40.7K 0.06% 45
2024
Q1 		$814K Buy
1,646
+26
+2% +$13.2K 0.06% 51
2023
Q4 		$853K Buy
1,620
+44
+3% +$23.5K 0.06% 51
2023
Q3 		$795K Buy
1,576
+36
+2% +$17.7K 0.07% 53
2023
Q2 		$740K Buy
1,540
+11
+0.7% +$5.38K 0.06% 57
2023
Q1 		$723K Sell
1,529
-44
-3% -$21.2K 0.06% 58
2022
Q4 		$834K Sell
1,573
-28
-2% -$14.8K 0.07% 62
2022
Q3 		$809K Hold
1,601
– – 0.09% 39
2022
Q2 		$822K Buy
1,601
+27
+2% +$13.6K 0.09% 41
2022
Q1 		$803K Buy
1,574
+174
+12% +$83.9K 0.07% 45
2021
Q4 		$703K Hold
1,400
– – 0.06% 43
2021
Q3 		$547K Buy
+1,400
New +$580K 0.06% 45

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

Sather Financial Group's UNH Position: Q1 2026 in Review

Sather Financial Group reduced its UnitedHealth (UNH) stake by 0.16% in Q1 2026, selling an estimated $9.83K and leaving 21,092 shares worth $5.71M. The position accounts for 0.35% of the portfolio, ranked #29.

Sather Financial Group first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.28M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sather Financial Group held 21,092 shares of UnitedHealth worth $5.71M as of Q1 2026.
  • Sather Financial Group sold 33 UnitedHealth shares in Q1 2026, an estimated $9.83K.
  • UnitedHealth made up 0.35% of Sather Financial Group's portfolio in Q1 2026, its #29 holding.
  • Sather Financial Group first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • Sather Financial Group's UnitedHealth position peaked at $7.28M in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.