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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
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
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

SGL Investment Advisors's UNH Position: Q1 2026 in Review

SGL Investment Advisors reduced its UnitedHealth (UNH) stake by 0.97% in Q1 2026, selling an estimated $6.85K and leaving 2,355 shares worth $905K. The position accounts for 0.34% of the portfolio, ranked #63.

SGL Investment Advisors first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SGL Investment Advisors held 2,355 shares of UnitedHealth worth $905K as of Q1 2026.
  • SGL Investment Advisors sold 23 UnitedHealth shares in Q1 2026, an estimated $6.85K.
  • UnitedHealth made up 0.34% of SGL Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • SGL Investment Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's UnitedHealth position peaked at $1.75M in Q3 2024.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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