BEC
UNH icon

Blue Edge Capital’s UnitedHealth UNH Stock Holding History

Blue Edge Capital’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 		$4.54M Sell
16,783
-30
-0.2% -$8.93K 0.6% 44
2025
Q4 		$5.55M Buy
16,813
+800
+5% +$271K 0.74% 36
2025
Q3 		$5.53M Sell
16,013
-627
-4% -$190K 0.79% 35
2025
Q2 		$5.19M Sell
16,640
-153
-0.9% -$58.5K 0.77% 35
2025
Q1 		$8.8M Buy
16,793
+192
+1% +$98.2K 1.41% 21
2024
Q4 		$8.4M Sell
16,601
-41
-0.2% -$23.3K 1.32% 20
2024
Q3 		$9.73M Buy
16,642
+8
+0% +$4.53K 1.52% 19
2024
Q2 		$8.47M Sell
16,634
-28
-0.2% -$13.7K 1.4% 22
2024
Q1 		$8.24M Buy
+16,662
New +$8.47M 1.38% 22
2023
Q4 		– Sell
-16,464
Closed -$8.3M – 105
2023
Q3 		$8.3M Buy
16,464
+302
+2% +$149K 1.74% 17
2023
Q2 		$7.77M Buy
16,162
+259
+2% +$127K 1.56% 17
2023
Q1 		$7.52M Sell
15,903
-9
-0.1% -$4.34K 1.62% 19
2022
Q4 		$8.44M Sell
15,912
-161
-1% -$85.3K 1.92% 14
2022
Q3 		$8.12M Buy
16,073
+34
+0.2% +$17.9K 2.01% 15
2022
Q2 		$8.24M Sell
16,039
-118
-0.7% -$59.3K 1.91% 14
2022
Q1 		$8.24M Buy
16,157
+2,005
+14% +$967K 1.65% 15
2021
Q4 		$7.11M Sell
14,152
-209
-1% -$94.6K 1.37% 24
2021
Q3 		$5.61M Sell
14,361
-34
-0.2% -$14.1K 1.17% 27
2021
Q2 		$5.76M Sell
14,395
-279
-2% -$111K 1.2% 24
2021
Q1 		$5.46M Buy
14,674
+471
+3% +$163K 1.21% 23
2020
Q4 		$4.98M Buy
14,203
+188
+1% +$63K 1.2% 23
2020
Q3 		$4.37M Sell
14,015
-179
-1% -$55K 1.19% 24
2020
Q2 		$4.19M Buy
14,194
+1,893
+15% +$542K 1.25% 23
2020
Q1 		$3.07M Buy
12,301
+3,176
+35% +$874K 1.11% 27
2019
Q4 		$2.68M Sell
9,125
-3,063
-25% -$801K 0.85% 28
2019
Q3 		$2.65M Sell
12,188
-58
-0.5% -$14K 0.91% 29
2019
Q2 		$2.99M Buy
12,246
+3,109
+34% +$748K 1.05% 27
2019
Q1 		$2.26M Sell
9,137
-3,051
-25% -$778K 0.86% 30
2018
Q4 		$3.04M Sell
12,188
-77
-0.6% -$20.3K 1.31% 20
2018
Q3 		$3.26M Buy
12,265
+57
+0.5% +$14.8K 1.21% 21
2018
Q2 		$3M Buy
12,208
+148
+1% +$35.5K 1.2% 22
2018
Q1 		$2.58M Sell
12,060
-193
-2% -$44.1K 1.04% 26
2017
Q4 		$2.7M Buy
12,253
+116
+1% +$24.6K 1.08% 24
2017
Q3 		$2.38M Sell
12,137
-375
-3% -$72.4K 1.08% 25
2017
Q2 		$2.32M Sell
12,512
-17
-0.1% -$2.98K 1.09% 25
2017
Q1 		$2.05M Hold
12,529
– – 1.03% 25
2016
Q4 		$2.01M Hold
12,529
– – 1.13% 25
2016
Q3 		$1.75M Hold
12,529
– – 0.96% 31
2016
Q2 		$1.77M Sell
12,529
-17
-0.1% -$2.27K 0.98% 30
2016
Q1 		$1.62M Buy
12,546
+37
+0.3% +$4.38K 0.96% 33
2015
Q4 		$1.47M Buy
12,509
+59
+0.5% +$6.9K 0.96% 34
2015
Q3 		$1.44M Sell
12,450
-80
-0.6% -$9.57K 1.03% 34
2015
Q2 		$1.53M Sell
12,530
-109
-0.9% -$12.9K 1% 31
2015
Q1 		$1.5M Hold
12,639
– – 1% 31
2014
Q4 		$1.28M Sell
12,639
-85
-0.7% -$8.06K 0.87% 35
2014
Q3 		$1.1M Sell
12,724
-507
-4% -$42.8K 0.77% 39
2014
Q2 		$1.08M Hold
13,231
– – 0.73% 42
2014
Q1 		$1.08M Hold
13,231
– – 0.76% 36
2013
Q4 		$996K Buy
+13,231
New +$950K 0.73% 46

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

Blue Edge Capital's UNH Position: Q1 2026 in Review

Blue Edge Capital reduced its UnitedHealth (UNH) stake by 0.18% in Q1 2026, selling an estimated $8.93K and leaving 16,783 shares worth $4.54M. The position accounts for 0.6% of the portfolio, ranked #44.

Blue Edge Capital first reported a position in UNH in Q4 2013 and has held it in 49 quarters since. The position peaked at $9.73M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Blue Edge Capital held 16,783 shares of UnitedHealth worth $4.54M as of Q1 2026.
  • Blue Edge Capital sold 30 UnitedHealth shares in Q1 2026, an estimated $8.93K.
  • UnitedHealth made up 0.6% of Blue Edge Capital's portfolio in Q1 2026, its #44 holding.
  • Blue Edge Capital first reported a position in UnitedHealth in Q4 2013 and has held it in 49 quarters since.
  • Blue Edge Capital's UnitedHealth position peaked at $9.73M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.