Southeast Asset Advisors’s UnitedHealth UNH Stock Holding History

Southeast Asset 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	$424K	Buy	1,568 +818	+109%	+$244K	0.05%	143
2025 Q4	$248K	Sell	750 -10	-1%	-$3.39K	0.02%	199
2025 Q3	$262K	Buy	760 +24	+3%	+$7.26K	0.03%	183
2025 Q2	$230K	Sell	736 -7	-0.9%	-$2.67K	0.03%	179
2025 Q1	$389K	Sell	743 -17	-2%	-$8.69K	0.05%	140
2024 Q4	$384K	Buy	760 +91	+14%	+$51.7K	0.05%	126
2024 Q3	$391K	Buy	669 +1	+0.1%	+$566	0.04%	127
2024 Q2	$340K	Hold	668	–	–	0.04%	131
2024 Q1	$331K	Hold	668	–	–	0.04%	133
2023 Q4	$352K	Hold	668	–	–	0.05%	125
2023 Q3	$337K	Buy	668 +1	+0.1%	+$492	0.05%	112
2023 Q2	$321K	Hold	667	–	–	0.05%	123
2023 Q1	$315K	Buy	+667	New	+$322K	0.05%	115

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Southeast Asset Advisors's UNH Position: Q1 2026 in Review

Southeast Asset Advisors increased its UnitedHealth (UNH) stake by 109% in Q1 2026, buying an estimated $244K and bringing the position to 1,568 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #143.

Southeast Asset Advisors first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Southeast Asset Advisors held 1,568 shares of UnitedHealth worth $424K as of Q1 2026.
Southeast Asset Advisors bought 818 UnitedHealth shares in Q1 2026, an estimated $244K.
UnitedHealth made up 0.05% of Southeast Asset Advisors's portfolio in Q1 2026, its #143 holding.
Southeast Asset Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.