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Arcus Capital Partners’s UnitedHealth UNH Stock Holding History

Arcus Capital Partners’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 		$705K Buy
+2,607
New +$776K 0.25% 54
2025
Q3 		– Sell
-1,768
Closed -$552K – 137
2025
Q2 		$552K Buy
1,768
+113
+7% +$43.2K 0.24% 69
2025
Q1 		$867K Buy
1,655
+282
+21% +$144K 0.35% 43
2024
Q4 		$679K Sell
1,373
-165
-11% -$93.8K 0.21% 60
2024
Q3 		$899K Sell
1,538
-123
-7% -$69.6K 0.33% 47
2024
Q2 		$846K Buy
1,661
+288
+21% +$141K 0.33% 44
2024
Q1 		$679K Buy
1,373
+326
+31% +$166K 0.21% 60
2023
Q4 		$551K Sell
1,047
-537
-34% -$286K 0.19% 62
2023
Q3 		$798K Buy
1,584
+70
+5% +$34.5K 0.25% 50
2023
Q2 		$728K Buy
1,514
+25
+2% +$12.2K 0.22% 52
2023
Q1 		$704K Buy
1,489
+3
+0.2% +$1.45K 0.24% 51
2022
Q4 		$788K Sell
1,486
-970
-39% -$514K 0.32% 37
2022
Q3 		$1.24M Buy
2,456
+703
+40% +$370K 0.52% 29
2022
Q2 		$901K Sell
1,753
-271
-13% -$136K 0.39% 38
2022
Q1 		$1.03M Sell
2,024
-149
-7% -$71.9K 0.37% 37
2021
Q4 		$1.09M Buy
2,173
+1,064
+96% +$482K 0.37% 33
2021
Q3 		$433K Buy
1,109
+8
+0.7% +$3.31K 0.16% 62
2021
Q2 		$441K Sell
1,101
-357
-24% -$142K 0.21% 70
2021
Q1 		$543K Buy
1,458
+86
+6% +$29.8K 0.04% 63
2020
Q4 		$481K Buy
+1,372
New +$460K 0.07% 61
2020
Q2 		– Sell
-1,072
Closed -$267K – 90
2020
Q1 		$267K Buy
1,072
+5
+0.5% +$1.38K 0.11% 63
2019
Q4 		$314K Buy
1,067
+4
+0.4% +$1.05K 0.11% 69
2019
Q3 		$231K Sell
1,063
-53
-5% -$12.8K 0.09% 86
2019
Q2 		$272K Buy
+1,116
New +$268K 0.1% 78

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

Arcus Capital Partners's UNH Position: Q1 2026 in Review

Arcus Capital Partners opened a new position in UnitedHealth (UNH) in Q1 2026: 2,607 shares worth $705K. The stake represents 0.25% of the portfolio and ranks #54 among its holdings. This is a return to the name: Arcus Capital Partners previously reported a position in UNH as recently as Q2 2025.

Arcus Capital Partners first reported a position in UNH in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.24M in Q3 2022. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Arcus Capital Partners held 2,607 shares of UnitedHealth worth $705K as of Q1 2026.
  • UnitedHealth was a new Arcus Capital Partners position in Q1 2026.
  • UnitedHealth made up 0.25% of Arcus Capital Partners's portfolio in Q1 2026, its #54 holding.
  • Arcus Capital Partners first reported a position in UnitedHealth in Q2 2019 and has held it in 24 quarters since.
  • Arcus Capital Partners's UnitedHealth position peaked at $1.24M in Q3 2022.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Arcus Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.