Basso Capital Management’s UnitedHealth UNH Stock Holding History

Basso 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	$9.74K	Hold	36	–	–	0.01%	129
2025 Q4	$11.9K	Buy	+36	New	+$12.2K	0.01%	110

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

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

Basso Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 36 shares worth $9.74K. The position accounts for 0.01% of the portfolio, ranked #129.

Basso Capital Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.9K in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Basso Capital Management held 36 shares of UnitedHealth worth $9.74K as of Q1 2026.
Basso Capital Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.01% of Basso Capital Management's portfolio in Q1 2026, its #129 holding.
Basso Capital Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
Basso Capital Management's UnitedHealth position peaked at $11.9K in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Basso Capital Management's 13F filing for Q1 2026, filed 15 May 2026.