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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
Q2 		$208K Sell
500
-200
-29% -$74.1K ﹤0.01% 1163
2026
Q1 		$189K Buy
700
+100
+17% +$29.8K 0.01% 1070
2025
Q4 		$44.9K Buy
+600
New +$203K ﹤0.01% 1000

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Savvy Advisors Inc's UNH Position: Q2 2026 in Review

Savvy Advisors Inc increased its UnitedHealth (UNH) stake by 82% in Q2 2026, buying an estimated $2.07M and bringing the position to 12,367 shares worth $5.14M. The position accounts for 0.11% of the portfolio, ranked #152.

Savvy Advisors Inc first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Savvy Advisors Inc held 12,367 shares of UnitedHealth worth $5.14M as of Q2 2026.
  • Savvy Advisors Inc bought 5,587 UnitedHealth shares in Q2 2026, an estimated $2.07M.
  • UnitedHealth made up 0.11% of Savvy Advisors Inc's portfolio in Q2 2026, its #152 holding.
  • Savvy Advisors Inc first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.