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Saxon Interests’s UnitedHealth UNH Stock Holding History

Saxon Interests’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 		$718K Sell
1,728
-202
-10% -$74.9K 0.2% 116
2026
Q1 		$522K Sell
1,930
-945
-33% -$281K 0.18% 137
2025
Q4 		$949K Sell
2,875
-455
-14% -$154K 0.33% 73
2025
Q3 		$1.03M Sell
3,330
-236
-7% -$71.4K 0.4% 58
2025
Q2 		$1.87M Hold
3,566
– – 0.87% 27
2025
Q1 		$1.87M Buy
3,566
+129
+4% +$65.9K 0.87% 27
2024
Q4 		$1.74M Buy
3,437
+1,136
+49% +$645K 0.77% 33
2024
Q3 		$1.35M Buy
2,301
+148
+7% +$83.7K 0.61% 42
2024
Q2 		$1.1M Buy
2,153
+62
+3% +$30.4K 0.52% 52
2024
Q1 		$1.03M Buy
2,091
+243
+13% +$124K 0.49% 55
2023
Q4 		$973K Sell
1,848
-3,212
-63% -$1.71M 0.49% 58
2023
Q3 		$2.55M Buy
5,060
+3,150
+165% +$1.55M 1.72% 14
2023
Q2 		$918K Buy
1,910
+5
+0.3% +$2.44K 0.49% 69
2023
Q1 		$900K Buy
1,905
+66
+4% +$31.9K 0.51% 64
2022
Q4 		$901K Buy
1,839
+1
+0.1% +$530 0.51% 63
2022
Q3 		$969K Sell
1,838
-49
-3% -$25.8K 0.59% 45
2022
Q2 		$969K Sell
1,887
-9
-0.5% -$4.52K 0.59% 45
2022
Q1 		$967K Buy
1,896
+1,106
+140% +$533K 0.52% 53
2021
Q4 		$371K Buy
+790
New +$358K 0.21% 84

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 $3.38T AUM 44.17% 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

Saxon Interests's UNH Position: Q2 2026 in Review

Saxon Interests reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $74.9K and leaving 1,728 shares worth $718K. The position accounts for 0.2% of the portfolio, ranked #116.

Saxon Interests first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.55M in Q3 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Saxon Interests held 1,728 shares of UnitedHealth worth $718K as of Q2 2026.
  • Saxon Interests sold 202 UnitedHealth shares in Q2 2026, an estimated $74.9K.
  • UnitedHealth made up 0.2% of Saxon Interests's portfolio in Q2 2026, its #116 holding.
  • Saxon Interests first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Saxon Interests's UnitedHealth position peaked at $2.55M in Q3 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.