Azimuth Capital Investment Management’s UnitedHealth UNH Stock Holding History

Azimuth Capital Investment 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	$6.97M	Sell	25,743 -227	-0.9%	-$67.6K	0.26%	123
2025 Q4	$8.57M	Sell	25,970 -358	-1%	-$121K	0.31%	111
2025 Q3	$9.09M	Sell	26,328 -911	-3%	-$276K	0.33%	104
2025 Q2	$8.5M	Sell	27,239 -23,450	-46%	-$8.96M	0.32%	116
2025 Q1	$26.5M	Sell	50,689 -3,177	-6%	-$1.62M	1.06%	23
2024 Q4	$27.2M	Buy	53,866 +561	+1%	+$319K	1.06%	17
2024 Q3	$31.2M	Buy	53,305 +18,162	+52%	+$10.3M	1.21%	14
2024 Q2	$17.9M	Buy	35,143 +174	+0.5%	+$85.3K	0.73%	38
2024 Q1	$17.3M	Buy	34,969 +453	+1%	+$230K	0.71%	43
2023 Q4	$18.2M	Sell	34,516 -15	-0%	-$8K	0.82%	34
2023 Q3	$17.4M	Sell	34,531 -9,980	-22%	-$4.91M	0.86%	33
2023 Q2	$21.4M	Sell	44,511 -411	-0.9%	-$201K	1.02%	21
2023 Q1	$21.2M	Sell	44,922 -680	-1%	-$328K	1.04%	18
2022 Q4	$24.2M	Sell	45,602 -329	-0.7%	-$174K	1.23%	14
2022 Q3	$23.2M	Buy	45,931 +71	+0.2%	+$37.3K	1.27%	12
2022 Q2	$23.6M	Buy	+45,860	New	+$23M	1.19%	14

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

Azimuth Capital Investment Management's UNH Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its UnitedHealth (UNH) stake by 0.87% in Q1 2026, selling an estimated $67.6K and leaving 25,743 shares worth $6.97M. The position accounts for 0.26% of the portfolio, ranked #123.

Azimuth Capital Investment Management first reported a position in UNH in Q2 2022 and has held it in 16 quarters since. The position peaked at $31.2M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Azimuth Capital Investment Management held 25,743 shares of UnitedHealth worth $6.97M as of Q1 2026.
Azimuth Capital Investment Management sold 227 UnitedHealth shares in Q1 2026, an estimated $67.6K.
UnitedHealth made up 0.26% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #123 holding.
Azimuth Capital Investment Management first reported a position in UnitedHealth in Q2 2022 and has held it in 16 quarters since.
Azimuth Capital Investment Management's UnitedHealth position peaked at $31.2M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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