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Aljian Capital Management’s UnitedHealth UNH Stock Holding History

Aljian 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aljian Capital Management's UNH Position: Q1 2026 in Review

Aljian Capital Management reduced its UnitedHealth (UNH) stake by 9.3% in Q1 2026, selling an estimated $369K and leaving 12,146 shares worth $3.29M. The position accounts for 0.68% of the portfolio, ranked #21.

Aljian Capital Management first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Aljian Capital Management held 12,146 shares of UnitedHealth worth $3.29M as of Q1 2026.
  • Aljian Capital Management sold 1,239 UnitedHealth shares in Q1 2026, an estimated $369K.
  • UnitedHealth made up 0.68% of Aljian Capital Management's portfolio in Q1 2026, its #21 holding.
  • Aljian Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Aljian Capital Management's UnitedHealth position peaked at $9.5M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.