Skip to main content

SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by SageView Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
9,224
Value
$3.83M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of UNH by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,224$3.83M0.1%−465−4.8%ReducedHolders
Q1 20269,689$2.62M0.1%−1,529−13.6%ReducedHolders
Q4 202511,218$3.70M0.1%−835−6.9%ReducedHolders
Q3 202512,053$4.16M0.1%+4,171+52.9%AddedHolders
Q2 20257,882$2.22M0.1%−2,096−21.0%ReducedHolders
Q1 20259,978$5.23M0.2%−509−4.9%ReducedHolders
Q4 202410,487$5.30M0.2%+1,243+13.4%AddedHolders
Q3 20249,244$5.40M0.3%−858−8.5%ReducedHolders
Q2 202410,102$5.14M0.2%+282+2.9%AddedHolders
Q1 20249,820$1.46M0.1%−1,153−10.5%ReducedHolders
Q4 202310,973$5.53M0.2%+2,299+26.5%AddedHolders
Q3 20238,674$4.37M0.3%+370+4.5%AddedHolders
Q2 20238,304$3.99M0.2%+750+9.9%AddedHolders
Q1 20237,554$3.57M0.2%+4,474+145.3%AddedHolders
Q4 20223,080$1.63M0.1%–No prior filingHolders