SC
UNH icon

Savant Capital’s UnitedHealth UNH Stock Holding History

Savant Capital’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 		$7.07M Sell
26,143
-744
-3% -$222K 0.03% 226
2025
Q4 		$8.88M Sell
26,887
-210
-0.8% -$71.2K 0.05% 188
2025
Q3 		$9.36M Buy
27,097
+8,019
+42% +$2.43M 0.06% 169
2025
Q2 		$5.95M Sell
19,078
-717
-4% -$274K 0.04% 200
2025
Q1 		$10.4M Sell
19,795
-2,071
-9% -$1.06M 0.09% 137
2024
Q4 		$11.1M Buy
21,866
+910
+4% +$517K 0.09% 147
2024
Q3 		$12.3M Buy
20,956
+4,904
+31% +$2.77M 0.1% 131
2024
Q2 		$8.17M Sell
16,052
-1,208
-7% -$592K 0.08% 158
2024
Q1 		$8.54M Sell
17,260
-188
-1% -$95.6K 0.1% 138
2023
Q4 		$9.19M Buy
17,448
+1,099
+7% +$586K 0.12% 124
2023
Q3 		$8.24M Sell
16,349
-521
-3% -$256K 0.12% 125
2023
Q2 		$8.11M Buy
16,870
+4,745
+39% +$2.32M 0.13% 120
2023
Q1 		$5.73M Buy
12,125
+1,501
+14% +$724K 0.11% 131
2022
Q4 		$5.62M Buy
10,624
+96
+0.9% +$50.9K 0.14% 88
2022
Q3 		$5.32M Sell
10,528
-202
-2% -$106K 0.17% 79
2022
Q2 		$5.51M Buy
10,730
+828
+8% +$416K 0.17% 74
2022
Q1 		$5.05M Buy
9,902
+297
+3% +$143K 0.17% 75
2021
Q4 		$4.82M Buy
9,605
+490
+5% +$222K 0.16% 76
2021
Q3 		$3.56M Buy
9,115
+460
+5% +$191K 0.13% 89
2021
Q2 		$3.47M Buy
8,655
+41
+0.5% +$16.3K 0.14% 82
2021
Q1 		$3.21M Buy
8,614
+145
+2% +$50.2K 0.17% 80
2020
Q4 		$2.97M Buy
8,469
+87
+1% +$29.2K 0.17% 82
2020
Q3 		$2.61M Sell
8,382
-65
-0.8% -$20K 0.18% 85
2020
Q2 		$2.49M Buy
8,447
+250
+3% +$71.6K 0.19% 91
2020
Q1 		$2.04M Buy
8,197
+2,937
+56% +$808K 0.19% 99
2019
Q4 		$1.55M Buy
5,260
+292
+6% +$76.4K 0.19% 106
2019
Q3 		$1.08M Sell
4,968
-65
-1% -$15.7K 0.15% 113
2019
Q2 		$1.23M Buy
5,033
+11
+0.2% +$2.65K 0.17% 105
2019
Q1 		$1.24M Sell
5,022
-7
-0.1% -$1.78K 0.23% 85
2018
Q4 		$1.25M Sell
5,029
-38
-0.7% -$10K 0.26% 78
2018
Q3 		$1.35M Sell
5,067
-46
-0.9% -$12K 0.24% 80
2018
Q2 		$1.25M Buy
5,113
+47
+0.9% +$11.3K 0.27% 69
2018
Q1 		$1.08M Buy
5,066
+60
+1% +$13.7K 0.23% 78
2017
Q4 		$1.1M Sell
5,006
-37
-0.7% -$7.84K 0.23% 80
2017
Q3 		$988K Buy
5,043
+117
+2% +$22.6K 0.22% 77
2017
Q2 		$913K Sell
4,926
-48
-1% -$8.42K 0.22% 76
2017
Q1 		$816K Buy
4,974
+294
+6% +$48.1K 0.2% 77
2016
Q4 		$749K Buy
4,680
+475
+11% +$71K 0.2% 81
2016
Q3 		$589K Sell
4,205
-80
-2% -$11.2K 0.16% 107
2016
Q2 		$605K Buy
4,285
+853
+25% +$114K 0.17% 102
2016
Q1 		$442K Sell
3,432
-60
-2% -$7.1K 0.13% 125
2015
Q4 		$411K Sell
3,492
-677
-16% -$79.1K 0.13% 127
2015
Q3 		$484K Buy
4,169
+487
+13% +$58.3K 0.17% 98
2015
Q2 		$449K Hold
3,682
– – 0.15% 116
2015
Q1 		$436K Hold
3,682
– – 0.15% 113
2014
Q4 		$372K Buy
3,682
+232
+7% +$22K 0.14% 125
2014
Q3 		$298K Hold
3,450
– – 0.13% 140
2014
Q2 		$282K Hold
3,450
– – 0.12% 140
2014
Q1 		$283K Buy
3,450
+78
+2% +$5.87K 0.13% 131
2013
Q4 		$254K Sell
3,372
-83
-2% -$5.96K 0.12% 133
2013
Q3 		$247K Buy
3,455
+60
+2% +$4.29K 0.13% 127
2013
Q2 		$222K Buy
+3,395
New +$211K 0.13% 137

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

Savant Capital's UNH Position: Q1 2026 in Review

Savant Capital reduced its UnitedHealth (UNH) stake by 2.8% in Q1 2026, selling an estimated $222K and leaving 26,143 shares worth $7.07M. The position accounts for 0.03% of the portfolio, ranked #226.

Savant Capital first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Savant Capital held 26,143 shares of UnitedHealth worth $7.07M as of Q1 2026.
  • Savant Capital sold 744 UnitedHealth shares in Q1 2026, an estimated $222K.
  • UnitedHealth made up 0.03% of Savant Capital's portfolio in Q1 2026, its #226 holding.
  • Savant Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's UnitedHealth position peaked at $12.3M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.