Anfield Capital Management’s UnitedHealth UNH Stock Holding History

Anfield 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	$63.3K	Buy	234 +154	+193%	+$45.9K	0.02%	224
2025 Q4	$26.4K	Buy	80 +55	+220%	+$18.6K	0.01%	236
2025 Q3	$8.63K	Sell	25 -3	-11%	-$907	﹤0.01%	350
2025 Q2	$8.73K	Buy	28 +3	+12%	+$1.15K	﹤0.01%	312
2025 Q1	$13.1K	Hold	25	–	–	﹤0.01%	212
2024 Q4	$12.6K	Sell	25 -15	-38%	-$8.52K	﹤0.01%	215
2024 Q3	$23.4K	Buy	40 +15	+60%	+$8.48K	0.01%	171
2024 Q2	$12.7K	Buy	+25	New	+$12.3K	0.01%	168
2023 Q2	–	Sell	-719	Closed	-$340K	–	74
2023 Q1	$340K	Hold	719	–	–	0.16%	59
2022 Q4	$381K	Buy	+719	New	+$381K	0.19%	56
2021 Q3	–	Sell	-64	Closed	-$26K	–	251
2021 Q2	$26K	Buy	+64	New	+$25.5K	0.01%	139
2020 Q1	–	Sell	-1,472	Closed	-$435K	–	366
2019 Q4	$435K	Buy	+1,472	New	+$385K	0.18%	87

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Anfield Capital Management increased its UnitedHealth (UNH) stake by 193% in Q1 2026, buying an estimated $45.9K and bringing the position to 234 shares worth $63.3K. The position accounts for 0.02% of the portfolio, ranked #224.

Anfield Capital Management first reported a position in UNH in Q4 2019 and has held it in 12 quarters since. The position peaked at $435K in Q4 2019. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Anfield Capital Management held 234 shares of UnitedHealth worth $63.3K as of Q1 2026.
Anfield Capital Management bought 154 UnitedHealth shares in Q1 2026, an estimated $45.9K.
UnitedHealth made up 0.02% of Anfield Capital Management's portfolio in Q1 2026, its #224 holding.
Anfield Capital Management first reported a position in UnitedHealth in Q4 2019 and has held it in 12 quarters since.
Anfield Capital Management's UnitedHealth position peaked at $435K in Q4 2019.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.