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SFMG Wealth Advisors’s UnitedHealth UNH Stock Holding History

SFMG 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
Q1 		$606K Buy
2,238
+120
+6% +$35.7K 0.04% 163
2025
Q4 		$699K Sell
2,118
-14
-0.7% -$4.74K 0.05% 148
2025
Q3 		$736K Buy
2,132
+401
+23% +$121K 0.05% 129
2025
Q2 		$540K Buy
1,731
+90
+5% +$34.4K 0.04% 146
2025
Q1 		$859K Sell
1,641
-230
-12% -$118K 0.07% 112
2024
Q4 		$946K Buy
1,871
+334
+22% +$190K 0.07% 101
2024
Q3 		$898K Buy
1,537
+56
+4% +$31.7K 0.07% 102
2024
Q2 		$754K Sell
1,481
-90
-6% -$44.1K 0.07% 107
2024
Q1 		$777K Buy
1,571
+107
+7% +$54.4K 0.07% 105
2023
Q4 		$771K Buy
1,464
+61
+4% +$32.5K 0.07% 103
2023
Q3 		$708K Sell
1,403
-6
-0.4% -$2.95K 0.07% 102
2023
Q2 		$677K Sell
1,409
-170
-11% -$83.1K 0.07% 104
2023
Q1 		$746K Buy
1,579
+8
+0.5% +$3.86K 0.08% 100
2022
Q4 		$833K Sell
1,571
-30
-2% -$15.9K 0.09% 96
2022
Q3 		$800K Buy
1,601
+134
+9% +$70.5K 0.09% 96
2022
Q2 		$753K Buy
1,467
+490
+50% +$246K 0.09% 100
2022
Q1 		$498K Sell
977
-522
-35% -$252K 0.05% 145
2021
Q4 		$753K Buy
1,499
+21
+1% +$9.51K 0.07% 116
2021
Q3 		$578K Buy
1,478
+93
+7% +$38.5K 0.06% 129
2021
Q2 		$555K Buy
1,385
+47
+4% +$18.7K 0.06% 140
2021
Q1 		$498K Buy
1,338
+15
+1% +$5.2K 0.06% 141
2020
Q4 		$464K Buy
1,323
+647
+96% +$217K 0.06% 132
2020
Q3 		$211K Buy
+676
New +$208K 0.03% 164

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

SFMG Wealth Advisors's UNH Position: Q1 2026 in Review

SFMG Wealth Advisors increased its UnitedHealth (UNH) stake by 5.7% in Q1 2026, buying an estimated $35.7K and bringing the position to 2,238 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #163.

SFMG Wealth Advisors first reported a position in UNH in Q3 2020 and has held it in 23 quarters since. The position peaked at $946K in Q4 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SFMG Wealth Advisors held 2,238 shares of UnitedHealth worth $606K as of Q1 2026.
  • SFMG Wealth Advisors bought 120 UnitedHealth shares in Q1 2026, an estimated $35.7K.
  • UnitedHealth made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #163 holding.
  • SFMG Wealth Advisors first reported a position in UnitedHealth in Q3 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's UnitedHealth position peaked at $946K in Q4 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.