Advisors Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.55M | Sell |
16,816
-3,292
| -16% | -$980K | 0.05% | 215 |
|
|
2025
Q4 | $6.64M | Buy |
20,108
+377
| +2% | +$128K | 0.08% | 193 |
|
|
2025
Q3 | $6.81M | Sell |
19,731
-148
| -0.7% | -$44.8K | 0.08% | 186 |
|
|
2025
Q2 | $6.2M | Sell |
19,879
-78,238
| -80% | -$29.9M | 0.09% | 184 |
|
|
2025
Q1 | $51.4M | Buy |
98,117
+4,492
| +5% | +$2.3M | 0.8% | 37 |
|
|
2024
Q4 | $47.4M | Sell |
93,625
-1,562
| -2% | -$888K | 0.75% | 33 |
|
|
2024
Q3 | $55.7M | Buy |
95,187
+173
| +0.2% | +$97.8K | 0.91% | 25 |
|
|
2024
Q2 | $48.4M | Buy |
95,014
+7,723
| +9% | +$3.79M | 0.84% | 27 |
|
|
2024
Q1 | $43.2M | Buy |
87,291
+4,867
| +6% | +$2.47M | 0.79% | 36 |
|
|
2023
Q4 | $43.4M | Buy |
82,424
+783
| +1% | +$418K | 0.88% | 28 |
|
|
2023
Q3 | $41.2M | Buy |
81,641
+11,755
| +17% | +$5.79M | 1.04% | 24 |
|
|
2023
Q2 | $33.6M | Buy |
69,886
+6,277
| +10% | +$3.07M | 0.8% | 34 |
|
|
2023
Q1 | $30.1M | Buy |
63,609
+46,378
| +269% | +$22.4M | 0.78% | 39 |
|
|
2022
Q4 | $9.14M | Sell |
17,231
-2,032
| -11% | -$1.08M | 0.25% | 112 |
|
|
2022
Q3 | $9.9M | Buy |
19,263
+5,264
| +38% | +$2.77M | 0.26% | 107 |
|
|
2022
Q2 | $7.19M | Buy |
13,999
+3,932
| +39% | +$1.97M | 0.22% | 113 |
|
|
2022
Q1 | $5.13M | Sell |
10,067
-2,057
| -17% | -$992K | 0.14% | 144 |
|
|
2021
Q4 | $6.09M | Buy |
12,124
+453
| +4% | +$205K | 0.17% | 145 |
|
|
2021
Q3 | $4.56M | Sell |
11,671
-3
| -0% | -$1.24K | 0.14% | 149 |
|
|
2021
Q2 | $4.67M | Buy |
11,674
+1,864
| +19% | +$743K | 0.15% | 148 |
|
|
2021
Q1 | $3.65M | Sell |
9,810
-1,317
| -12% | -$456K | 0.13% | 151 |
|
|
2020
Q4 | $3.9M | Buy |
11,127
+376
| +3% | +$126K | 0.15% | 147 |
|
|
2020
Q3 | $3.35M | Buy |
10,751
+695
| +7% | +$213K | 0.16% | 135 |
|
|
2020
Q2 | $2.97M | Buy |
10,056
+2,228
| +28% | +$638K | 0.15% | 141 |
|
|
2020
Q1 | $1.95M | Buy |
7,828
+1,438
| +23% | +$396K | 0.12% | 144 |
|
|
2019
Q4 | $1.88M | Buy |
6,390
+3,558
| +126% | +$931K | 0.09% | 181 |
|
|
2019
Q3 | $616K | Buy |
2,832
+1,297
| +84% | +$313K | 0.03% | 213 |
|
|
2019
Q2 | $375K | Buy |
1,535
+205
| +15% | +$49.3K | 0.02% | 231 |
|
|
2019
Q1 | $327K | Sell |
1,330
-150
| -10% | -$38.3K | 0.02% | 232 |
|
|
2018
Q4 | $369K | Buy |
1,480
+43
| +3% | +$11.4K | 0.03% | 232 |
|
|
2018
Q3 | $382K | Buy |
1,437
+190
| +15% | +$49.4K | 0.03% | 191 |
|
|
2018
Q2 | $306K | Buy |
1,247
+72
| +6% | +$17.3K | 0.02% | 191 |
|
|
2018
Q1 | $251K | Buy |
1,175
+2
| +0.2% | +$457 | 0.02% | 183 |
|
|
2017
Q4 | $259K | Buy |
1,173
+2
| +0.2% | +$424 | 0.02% | 179 |
|
|
2017
Q3 | $229K | Buy |
1,171
+32
| +3% | +$6.18K | 0.02% | 175 |
|
|
2017
Q2 | $211K | Buy |
+1,139
| New | +$200K | 0.02% | 177 |
|
Other funds holding UNH
VCM
VPM
Advisors Capital Management's UNH Position: Q1 2026 in Review
Advisors Capital Management reduced its UnitedHealth (UNH) stake by 16% in Q1 2026, selling an estimated $980K and leaving 16,816 shares worth $4.55M. The position accounts for 0.05% of the portfolio, ranked #215.
Advisors Capital Management first reported a position in UNH in Q2 2017 and has held it in 36 quarters since. The position peaked at $55.7M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Advisors Capital Management held 16,816 shares of UnitedHealth worth $4.55M as of Q1 2026.
- Advisors Capital Management sold 3,292 UnitedHealth shares in Q1 2026, an estimated $980K.
- UnitedHealth made up 0.05% of Advisors Capital Management's portfolio in Q1 2026, its #215 holding.
- Advisors Capital Management first reported a position in UnitedHealth in Q2 2017 and has held it in 36 quarters since.
- Advisors Capital Management's UnitedHealth position peaked at $55.7M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.