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Alcosta Capital Management’s UnitedHealth UNH Stock Holding History

Alcosta Capital Management’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
2025
Q2 		– Sell
-8,638
Closed -$4.52M – 28
2025
Q1 		$4.52M Sell
8,638
-54
-0.6% -$27.6K 3.02% 20
2024
Q4 		$4.4M Buy
8,692
+21
+0.2% +$11.9K 2.56% 21
2024
Q3 		$5.07M Buy
8,671
+64
+0.7% +$36.2K 3.03% 16
2024
Q2 		$4.38M Sell
8,607
-49
-0.6% -$24K 2.7% 18
2024
Q1 		$4.28M Sell
8,656
-31
-0.4% -$15.8K 2.87% 17
2023
Q4 		$4.57M Sell
8,687
-50
-0.6% -$26.7K 3.31% 14
2023
Q3 		$4.41M Buy
8,737
+32
+0.4% +$15.7K 3.67% 11
2023
Q2 		$4.18M Sell
8,705
-2,303
-21% -$1.13M 3.39% 12
2023
Q1 		$5.2M Sell
11,008
-3,376
-23% -$1.63M 4.98% 5
2022
Q4 		$7.63M Sell
14,384
-230
-2% -$122K 7.68% 1
2022
Q3 		$7.38M Sell
14,614
-437
-3% -$230K 7.23% 2
2022
Q2 		$7.73M Sell
15,051
-13
-0.1% -$6.53K 7.36% 1
2022
Q1 		$7.68M Sell
15,064
-314
-2% -$151K 5.52% 3
2021
Q4 		$7.72M Buy
15,378
+63
+0.4% +$28.5K 4.64% 7
2021
Q3 		$5.98M Buy
15,315
+112
+0.7% +$46.4K 3.65% 11
2021
Q2 		$6.09M Buy
15,203
+1,136
+8% +$453K 3.75% 12
2021
Q1 		$5.23M Sell
14,067
-209
-1% -$72.4K 3.8% 8
2020
Q4 		$5.01M Buy
+14,276
New +$4.79M 3.7% 10

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Alcosta Capital Management's UNH Position: Q2 2025 in Review

Alcosta Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 8,638 shares — an estimated $4.52M sold.

Alcosta Capital Management first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $7.73M in Q2 2022. 3,182 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Alcosta Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Alcosta Capital Management sold 8,638 UnitedHealth shares in Q2 2025, an estimated $4.52M.
  • Alcosta Capital Management first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Alcosta Capital Management's UnitedHealth position peaked at $7.73M in Q2 2022.
  • 3,182 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Alcosta Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.