Blue Fin Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.76M | Buy |
16,254
+83
| +0.5% | +$30.8K | 0.98% | 22 |
|
|
2026
Q1 | $4.38M | Buy |
16,171
+47
| +0.3% | +$14K | 0.72% | 30 |
|
|
2025
Q4 | $5.32M | Sell |
16,124
-531
| -3% | -$180K | 0.83% | 25 |
|
|
2025
Q3 | $5.75M | Sell |
16,655
-65
| -0.4% | -$19.7K | 0.9% | 22 |
|
|
2025
Q2 | $5.22M | Buy |
16,720
+106
| +0.6% | +$40.5K | 0.89% | 21 |
|
|
2025
Q1 | $8.7M | Buy |
16,614
+295
| +2% | +$151K | 1.69% | 15 |
|
|
2024
Q4 | $8.26M | Sell |
16,319
-73
| -0.4% | -$41.5K | 1.52% | 14 |
|
|
2024
Q3 | $9.58M | Buy |
16,392
+199
| +1% | +$113K | 1.82% | 12 |
|
|
2024
Q2 | $8.25M | Buy |
16,193
+259
| +2% | +$127K | 1.65% | 12 |
|
|
2024
Q1 | $7.88M | Buy |
15,934
+639
| +4% | +$325K | 1.76% | 12 |
|
|
2023
Q4 | $8.05M | Buy |
15,295
+434
| +3% | +$231K | 2.07% | 10 |
|
|
2023
Q3 | $7.49M | Buy |
14,861
+234
| +2% | +$115K | 2.19% | 10 |
|
|
2023
Q2 | $7.03M | Buy |
14,627
+416
| +3% | +$203K | 2.01% | 10 |
|
|
2023
Q1 | $6.92M | Buy |
14,211
+355
| +3% | +$171K | 2.24% | 11 |
|
|
2022
Q4 | $7.35M | Sell |
13,856
-229
| -2% | -$121K | 2.69% | 8 |
|
|
2022
Q3 | $7.11M | Buy |
14,085
+42
| +0.3% | +$22.1K | 2.69% | 8 |
|
|
2022
Q2 | $7.21M | Buy |
14,043
+37
| +0.3% | +$18.6K | 2.55% | 8 |
|
|
2022
Q1 | $7.14M | Buy |
14,006
+119
| +0.9% | +$57.4K | 2.07% | 9 |
|
|
2021
Q4 | $6.97M | Sell |
13,887
-449
| -3% | -$203K | 1.93% | 9 |
|
|
2021
Q3 | $5.6M | Buy |
14,336
+270
| +2% | +$112K | 1.71% | 12 |
|
|
2021
Q2 | $5.63M | Sell |
14,066
-470
| -3% | -$187K | 1.74% | 12 |
|
|
2021
Q1 | $5.41M | Buy |
14,536
+185
| +1% | +$64.1K | 1.85% | 12 |
|
|
2020
Q4 | $5.03M | Buy |
14,351
+476
| +3% | +$160K | 1.8% | 13 |
|
|
2020
Q3 | $4.33M | Sell |
13,875
-114
| -0.8% | -$35K | 1.75% | 13 |
|
|
2020
Q2 | $4.13M | Buy |
13,989
+77
| +0.6% | +$22.1K | 1.83% | 12 |
|
|
2020
Q1 | $3.47M | Buy |
13,912
+702
| +5% | +$193K | 1.91% | 12 |
|
|
2019
Q4 | $3.88M | Buy |
13,210
+305
| +2% | +$79.8K | 1.83% | 11 |
|
|
2019
Q3 | $2.8M | Sell |
12,905
-12
| -0.1% | -$2.9K | 1.47% | 15 |
|
|
2019
Q2 | $3.15M | Buy |
12,917
+738
| +6% | +$178K | 1.62% | 15 |
|
|
2019
Q1 | $3.01M | Buy |
12,179
+1,324
| +12% | +$338K | 1.58% | 15 |
|
|
2018
Q4 | $2.7M | Buy |
10,855
+166
| +2% | +$43.9K | 1.61% | 15 |
|
|
2018
Q3 | $2.84M | Buy |
10,689
+722
| +7% | +$188K | 1.41% | 17 |
|
|
2018
Q2 | $2.44M | Buy |
9,967
+542
| +6% | +$130K | 1.31% | 20 |
|
|
2018
Q1 | $2.02M | Buy |
9,425
+4,510
| +92% | +$1.03M | 1.14% | 24 |
|
|
2017
Q4 | $1.08M | Buy |
4,915
+1,365
| +38% | +$289K | 0.63% | 49 |
|
|
2017
Q3 | $695K | Buy |
3,550
+1,165
| +49% | +$225K | 0.43% | 70 |
|
|
2017
Q2 | $442K | Buy |
2,385
+1,135
| +91% | +$199K | 0.28% | 84 |
|
|
2017
Q1 | $205K | Buy |
+1,250
| New | +$205K | 0.13% | 132 |
|
Other funds holding UNH
VAM
Blue Fin Capital's UNH Position: Q2 2026 in Review
Blue Fin Capital increased its UnitedHealth (UNH) stake by 0.51% in Q2 2026, buying an estimated $30.8K and bringing the position to 16,254 shares worth $6.76M. The position accounts for 0.98% of the portfolio, ranked #22.
Blue Fin Capital first reported a position in UNH in Q1 2017 and has held it in 38 quarters since. The position peaked at $9.58M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Blue Fin Capital held 16,254 shares of UnitedHealth worth $6.76M as of Q2 2026.
- Blue Fin Capital bought 83 UnitedHealth shares in Q2 2026, an estimated $30.8K.
- UnitedHealth made up 0.98% of Blue Fin Capital's portfolio in Q2 2026, its #22 holding.
- Blue Fin Capital first reported a position in UnitedHealth in Q1 2017 and has held it in 38 quarters since.
- Blue Fin Capital's UnitedHealth position peaked at $9.58M in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.