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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
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 $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

Saxon Interests's UNH Position: Q1 2026 in Review

Saxon Interests reduced its UnitedHealth (UNH) stake by 33% in Q1 2026, selling an estimated $281K and leaving 1,930 shares worth $522K. The position accounts for 0.18% of the portfolio, ranked #137.

Saxon Interests first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q3 2023. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Saxon Interests held 1,930 shares of UnitedHealth worth $522K as of Q1 2026.
  • Saxon Interests sold 945 UnitedHealth shares in Q1 2026, an estimated $281K.
  • UnitedHealth made up 0.18% of Saxon Interests's portfolio in Q1 2026, its #137 holding.
  • Saxon Interests first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's UnitedHealth position peaked at $2.55M in Q3 2023.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.