Satovsky Asset Management’s UnitedHealth UNH Stock Holding History

Satovsky Asset Management’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	$249K	Buy	922 +5	+0.5%	+$1.49K	0.04%	60
2025 Q4	$303K	Buy	917 +8	+0.9%	+$2.71K	0.06%	49
2025 Q3	$314K	Buy	909 +6	+0.7%	+$1.81K	0.06%	46
2025 Q2	$282K	Buy	903 +7	+0.8%	+$2.67K	0.06%	47
2025 Q1	$469K	Buy	896 +3	+0.3%	+$1.53K	0.11%	27
2024 Q4	$451K	Sell	893 -10	-1%	-$5.68K	0.1%	26
2024 Q3	$528K	Buy	903 +17	+2%	+$9.62K	0.12%	24
2024 Q2	$451K	Buy	886 +4	+0.5%	+$1.96K	0.11%	25
2024 Q1	$436K	Buy	882 +4	+0.5%	+$2.03K	0.13%	24
2023 Q4	$462K	Buy	878 +3	+0.3%	+$1.6K	0.14%	24
2023 Q3	$441K	Buy	875 +3	+0.3%	+$1.48K	0.15%	24
2023 Q2	$419K	Buy	872 +3	+0.3%	+$1.47K	0.14%	26
2023 Q1	$411K	Buy	869 +3	+0.3%	+$1.45K	0.15%	25
2022 Q4	$459K	Buy	866 +3	+0.3%	+$1.59K	0.19%	23
2022 Q3	$436K	Buy	863 +3	+0.3%	+$1.58K	0.25%	21
2022 Q2	$442K	Buy	860 +3	+0.4%	+$1.51K	0.26%	20
2022 Q1	$437K	Buy	857 +2	+0.2%	+$965	0.29%	19
2021 Q4	$429K	Buy	855 +3	+0.4%	+$1.36K	0.29%	18
2021 Q3	$333K	Buy	852 +3	+0.4%	+$1.24K	0.25%	20
2021 Q2	$340K	Buy	849 +3	+0.4%	+$1.2K	0.26%	19
2021 Q1	$315K	Sell	846 -254	-23%	-$88K	0.28%	17
2020 Q4	$386K	Buy	+1,100	New	+$369K	0.36%	14

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Satovsky Asset Management's UNH Position: Q1 2026 in Review

Satovsky Asset Management increased its UnitedHealth (UNH) stake by 0.55% in Q1 2026, buying an estimated $1.49K and bringing the position to 922 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #60.

Satovsky Asset Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $528K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Satovsky Asset Management held 922 shares of UnitedHealth worth $249K as of Q1 2026.
Satovsky Asset Management bought 5 UnitedHealth shares in Q1 2026, an estimated $1.49K.
UnitedHealth made up 0.04% of Satovsky Asset Management's portfolio in Q1 2026, its #60 holding.
Satovsky Asset Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Satovsky Asset Management's UnitedHealth position peaked at $528K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.