1015 Capital Partners’s UnitedHealth UNH Stock Holding History

1015 Capital Partners’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	$706K	Buy	1,699 +13	+0.8%	+$4.82K	0.59%	37
2026 Q1	$456K	Sell	1,686 -38	-2%	-$11.3K	0.44%	42
2025 Q4	$569K	Buy	+1,724	New	+$584K	0.56%	37

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

1015 Capital Partners's UNH Position: Q2 2026 in Review

1015 Capital Partners increased its UnitedHealth (UNH) stake by 0.77% in Q2 2026, buying an estimated $4.82K and bringing the position to 1,699 shares worth $706K. The position accounts for 0.59% of the portfolio, ranked #37.

1015 Capital Partners first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

1015 Capital Partners held 1,699 shares of UnitedHealth worth $706K as of Q2 2026.
1015 Capital Partners bought 13 UnitedHealth shares in Q2 2026, an estimated $4.82K.
UnitedHealth made up 0.59% of 1015 Capital Partners's portfolio in Q2 2026, its #37 holding.
1015 Capital Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.