Saxony Capital Management’s UnitedHealth UNH Stock Holding History

Saxony Capital Management’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	$258K	Buy	+620	New	+$230K	0.12%	140
2025 Q2	–	Sell	-542	Closed	-$284K	–	140
2025 Q1	$284K	Buy	542 +10	+2%	+$5.11K	0.25%	87
2024 Q4	$269K	Sell	532 -2	-0.4%	-$1.14K	0.24%	98
2024 Q3	$312K	Buy	534 +4	+0.8%	+$2.26K	0.29%	87
2024 Q2	$270K	Buy	530 +18	+4%	+$8.82K	0.3%	89
2024 Q1	$253K	Sell	512 -329	-39%	-$167K	0.31%	78
2023 Q4	$443K	Buy	+841	New	+$449K	0.59%	41

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Saxony Capital Management's UNH Position: Q2 2026 in Review

Saxony Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 620 shares worth $258K. The stake represents 0.12% of the portfolio and ranks #140 among its holdings. This is a return to the name: Saxony Capital Management previously reported a position in UNH as recently as Q1 2025.

Saxony Capital Management first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. The position peaked at $443K in Q4 2023. 869 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Saxony Capital Management held 620 shares of UnitedHealth worth $258K as of Q2 2026.
UnitedHealth was a new Saxony Capital Management position in Q2 2026.
UnitedHealth made up 0.12% of Saxony Capital Management's portfolio in Q2 2026, its #140 holding.
Saxony Capital Management first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
Saxony Capital Management's UnitedHealth position peaked at $443K in Q4 2023.
869 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.