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Savvy Advisors Inc’s UnitedHealth UNH Stock Holding History

Savvy Advisors Inc’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 		$1.83M Buy
6,780
+206
+3% +$61.3K 0.05% 285
2025
Q4 		$2.17M Buy
6,574
+1,808
+38% +$613K 0.07% 209
2025
Q3 		$1.65M Sell
4,766
-2,446
-34% -$740K 0.08% 191
2025
Q2 		$2.25M Buy
7,212
+2,221
+45% +$849K 0.15% 103
2025
Q1 		$2.61M Buy
4,991
+639
+15% +$327K 0.26% 68
2024
Q4 		$2.2M Buy
4,352
+1,040
+31% +$591K 0.26% 66
2024
Q3 		$1.94M Buy
3,312
+1,724
+109% +$975K 0.39% 53
2024
Q2 		$809K Buy
1,588
+669
+73% +$328K 0.26% 91
2024
Q1 		$455K Buy
919
+331
+56% +$168K 0.26% 103
2023
Q4 		$310K Buy
+588
New +$314K 0.3% 105

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

Savvy Advisors Inc's UNH Position: Q1 2026 in Review

Savvy Advisors Inc increased its UnitedHealth (UNH) stake by 3.1% in Q1 2026, buying an estimated $61.3K and bringing the position to 6,780 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #285.

Savvy Advisors Inc first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.61M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Savvy Advisors Inc held 6,780 shares of UnitedHealth worth $1.83M as of Q1 2026.
  • Savvy Advisors Inc bought 206 UnitedHealth shares in Q1 2026, an estimated $61.3K.
  • UnitedHealth made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #285 holding.
  • Savvy Advisors Inc first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's UnitedHealth position peaked at $2.61M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.