Sax Wealth Advisors’s UnitedHealth UNH Stock Holding History

Sax Wealth Advisors’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	$622K	Buy	2,300 +1,617	+237%	+$599K	0.03%	298
2026 Q1	$225K	Sell	683 -148	-18%	-$44.1K	0.01%	449
2025 Q4	$274K	Sell	831 -43	-5%	-$14.6K	0.01%	421
2025 Q3	$302K	Buy	874 +168	+24%	+$50.8K	0.02%	347
2025 Q2	$220K	Buy	706 +47	+7%	+$18K	0.01%	399
2025 Q1	$345K	Sell	659 -31	-4%	-$15.8K	0.02%	270
2024 Q4	$349K	Buy	690 +13	+2%	+$7.39K	0.03%	241
2024 Q3	$396K	Buy	677 +225	+50%	+$127K	0.04%	188
2024 Q2	$230K	Buy	+452	New	+$222K	0.02%	248

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sax Wealth Advisors's UNH Position: Q2 2026 in Review

Sax Wealth Advisors increased its UnitedHealth (UNH) stake by 237% in Q2 2026, buying an estimated $599K and bringing the position to 2,300 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #298.

Sax Wealth Advisors first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sax Wealth Advisors held 2,300 shares of UnitedHealth worth $622K as of Q2 2026.
Sax Wealth Advisors bought 1,617 UnitedHealth shares in Q2 2026, an estimated $599K.
UnitedHealth made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #298 holding.
Sax Wealth Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.