SGL Investment Advisors’s UnitedHealth UNH Stock Holding History

SGL Investment 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	$606K	Sell	1,482 -873	-37%	-$324K	0.21%	87
2026 Q1	$905K	Sell	2,355 -23	-1%	-$6.85K	0.34%	63
2025 Q4	$639K	Sell	2,378 -4	-0.2%	-$1.36K	0.26%	79
2025 Q3	$795K	Buy	2,382 +1,726	+263%	+$522K	0.33%	63
2025 Q2	$202K	Sell	656 -1,244	-65%	-$475K	0.1%	120
2025 Q1	$733K	Buy	1,900 +133	+8%	+$68K	0.38%	53
2024 Q4	$932K	Sell	1,767 -1,178	-40%	-$669K	0.47%	43
2024 Q3	$1.75M	Buy	+2,945	New	+$1.67M	0.9%	35

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SGL Investment Advisors's UNH Position: Q2 2026 in Review

SGL Investment Advisors reduced its UnitedHealth (UNH) stake by 37% in Q2 2026, selling an estimated $324K and leaving 1,482 shares worth $606K. The position accounts for 0.21% of the portfolio, ranked #87.

SGL Investment Advisors first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

SGL Investment Advisors held 1,482 shares of UnitedHealth worth $606K as of Q2 2026.
SGL Investment Advisors sold 873 UnitedHealth shares in Q2 2026, an estimated $324K.
UnitedHealth made up 0.21% of SGL Investment Advisors's portfolio in Q2 2026, its #87 holding.
SGL Investment Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's UnitedHealth position peaked at $1.75M in Q3 2024.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.