Aljian 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
Q2 | $4M | Sell |
9,618
-2,528
| -21% | -$937K | 0.74% | 20 |
|
|
2026
Q1 | $3.29M | Sell |
12,146
-1,239
| -9% | -$369K | 0.68% | 21 |
|
|
2025
Q4 | $4.42M | Sell |
13,385
-553
| -4% | -$187K | 0.88% | 17 |
|
|
2025
Q3 | $4.81M | Sell |
13,938
-3,677
| -21% | -$1.11M | 0.97% | 18 |
|
|
2025
Q2 | $5.5M | Sell |
17,615
-241
| -1% | -$92.1K | 1.21% | 14 |
|
|
2025
Q1 | $9.35M | Sell |
17,856
-282
| -2% | -$144K | 2.22% | 9 |
|
|
2024
Q4 | $9.18M | Buy |
18,138
+1,895
| +12% | +$1.08M | 2% | 9 |
|
|
2024
Q3 | $9.5M | Buy |
16,243
+2,017
| +14% | +$1.14M | 2.22% | 9 |
|
|
2024
Q2 | $7.24M | Sell |
14,226
-336
| -2% | -$165K | 2.4% | 8 |
|
|
2024
Q1 | $7.2M | Buy |
14,562
+939
| +7% | +$477K | 2.68% | 8 |
|
|
2023
Q4 | $7.17M | Buy |
13,623
+682
| +5% | +$364K | 2.9% | 8 |
|
|
2023
Q3 | $6.52M | Buy |
12,941
+1,695
| +15% | +$834K | 3.02% | 8 |
|
|
2023
Q2 | $5.41M | Buy |
11,246
+90
| +0.8% | +$44K | 2.43% | 8 |
|
|
2023
Q1 | $5.27M | Buy |
11,156
+177
| +2% | +$85.4K | 2.66% | 8 |
|
|
2022
Q4 | $5.82M | Buy |
10,979
+286
| +3% | +$151K | 3.36% | 7 |
|
|
2022
Q3 | $5.44M | Buy |
10,693
+1,255
| +13% | +$660K | 2.99% | 7 |
|
|
2022
Q2 | $4.83M | Sell |
9,438
-358
| -4% | -$180K | 2.64% | 8 |
|
|
2022
Q1 | $5.06M | Sell |
9,796
-1,377
| -12% | -$664K | 2.05% | 9 |
|
|
2021
Q4 | $5.61M | Buy |
11,173
+384
| +4% | +$174K | 2.13% | 9 |
|
|
2021
Q3 | $4.23M | Buy |
10,789
+706
| +7% | +$292K | 1.85% | 13 |
|
|
2021
Q2 | $4.04M | Sell |
10,083
-1,436
| -12% | -$573K | 1.73% | 13 |
|
|
2021
Q1 | $4.3M | Buy |
11,519
+508
| +5% | +$176K | 2.06% | 10 |
|
|
2020
Q4 | $3.86M | Buy |
11,011
+220
| +2% | +$73.7K | 1.96% | 9 |
|
|
2020
Q3 | $3.36M | Buy |
10,791
+713
| +7% | +$219K | 1.88% | 11 |
|
|
2020
Q2 | $2.97M | Buy |
10,078
+32
| +0.3% | +$9.17K | 1.91% | 13 |
|
|
2020
Q1 | $2.5M | Buy |
10,046
+303
| +3% | +$83.4K | 2.06% | 12 |
|
|
2019
Q4 | $2.86M | Sell |
9,743
-1,638
| -14% | -$429K | 2.14% | 12 |
|
|
2019
Q3 | $2.47M | Sell |
11,381
-193
| -2% | -$46.6K | 2.05% | 14 |
|
|
2019
Q2 | $2.82M | Buy |
11,574
+337
| +3% | +$81.1K | 2.33% | 11 |
|
|
2019
Q1 | $2.78M | Buy |
11,237
+279
| +3% | +$71.2K | 2.36% | 11 |
|
|
2018
Q4 | $2.73M | Buy |
+10,958
| New | +$2.89M | 2.72% | 8 |
|
Other funds holding UNH
Aljian Capital Management's UNH Position: Q2 2026 in Review
Aljian Capital Management reduced its UnitedHealth (UNH) stake by 21% in Q2 2026, selling an estimated $937K and leaving 9,618 shares worth $4M. The position accounts for 0.74% of the portfolio, ranked #20.
Aljian Capital Management first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.5M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Aljian Capital Management held 9,618 shares of UnitedHealth worth $4M as of Q2 2026.
- Aljian Capital Management sold 2,528 UnitedHealth shares in Q2 2026, an estimated $937K.
- UnitedHealth made up 0.74% of Aljian Capital Management's portfolio in Q2 2026, its #20 holding.
- Aljian Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Aljian Capital Management's UnitedHealth position peaked at $9.5M in Q3 2024.
- 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.