Bluefin Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 26 |
|
|
2025
Q3 | – | Sell |
-43,800
| Closed | -$13.7M | – | 158 |
|
|
2025
Q2 | $13.7M | Buy |
+43,800
| New | +$16.7M | 10.3% | 2 |
|
|
2022
Q4 | – | Sell |
-2,700
| Closed | -$1.36M | – | 656 |
|
|
2022
Q3 | $1.36M | Buy |
+2,700
| New | +$1.42M | 0.12% | 109 |
|
|
2022
Q2 | – | Sell |
-2,200
| Closed | -$1.12M | – | 744 |
|
|
2022
Q1 | $1.12M | Sell |
2,200
-8,300
| -79% | -$4M | 0.1% | 120 |
|
|
2021
Q4 | $5.27M | Sell |
10,500
-3,622
| -26% | -$1.64M | 0.37% | 51 |
|
|
2021
Q3 | $5.52M | Sell |
14,122
-1,220
| -8% | -$505K | 0.55% | 31 |
|
|
2021
Q2 | $6.14M | Buy |
15,342
+8,902
| +138% | +$3.55M | 0.39% | 48 |
|
|
2021
Q1 | $2.4M | Sell |
6,440
-705
| -10% | -$244K | 0.11% | 104 |
|
|
2020
Q4 | $2.51M | Buy |
+7,145
| New | +$2.39M | 0.15% | 82 |
|
|
2020
Q3 | – | Sell |
-2,790
| Closed | -$823K | – | 562 |
|
|
2020
Q2 | $823K | Buy |
+2,790
| New | +$799K | 0.07% | 123 |
|
|
2020
Q1 | – | Sell |
-36,464
| Closed | -$10.7M | – | 657 |
|
|
2019
Q4 | $10.7M | Buy |
36,464
+30,421
| +503% | +$7.96M | 0.71% | 31 |
|
|
2019
Q3 | $1.31M | Buy |
6,043
+4,963
| +460% | +$1.2M | 0.19% | 90 |
|
|
2019
Q2 | $264K | Sell |
1,080
-1,816
| -63% | -$437K | 0.04% | 199 |
|
|
2019
Q1 | $716K | Sell |
2,896
-204
| -7% | -$52K | 0.1% | 120 |
|
|
2018
Q4 | $772K | Buy |
3,100
+929
| +43% | +$245K | 0.08% | 123 |
|
|
2018
Q3 | $578K | Buy |
+2,171
| New | +$565K | 0.05% | 213 |
|
|
2018
Q1 | – | Sell |
-7,650
| Closed | -$1.69M | – | 579 |
|
|
2017
Q4 | $1.69M | Buy |
+7,650
| New | +$1.62M | 0.1% | 117 |
|
|
2016
Q4 | – | Sell |
-1,340
| Closed | -$188K | – | 613 |
|
|
2016
Q3 | $188K | Sell |
1,340
-5,098
| -79% | -$714K | 0.01% | 271 |
|
|
2016
Q2 | $909K | Buy |
+6,438
| New | +$858K | 0.09% | 150 |
|
|
2016
Q1 | – | Sell |
-9,652
| Closed | -$1.14M | – | 726 |
|
|
2015
Q4 | $1.14M | Sell |
9,652
-5,542
| -36% | -$648K | 0.09% | 214 |
|
|
2015
Q3 | $1.76M | Sell |
15,194
-630
| -4% | -$75.4K | 0.11% | 140 |
|
|
2015
Q2 | $1.93M | Buy |
15,824
+12,058
| +320% | +$1.43M | 0.12% | 148 |
|
|
2015
Q1 | $445K | Sell |
3,766
-1,426
| -27% | -$158K | 0.04% | 280 |
|
|
2014
Q4 | $525K | Sell |
5,192
-14,718
| -74% | -$1.39M | 0.03% | 344 |
|
|
2014
Q3 | $1.72M | Buy |
19,910
+7,209
| +57% | +$609K | 0.09% | 206 |
|
|
2014
Q2 | $1M | Buy |
12,701
+7,226
| +132% | +$569K | 0.04% | 317 |
|
|
2014
Q1 | $400K | Buy |
+5,475
| New | +$412K | 0.03% | 355 |
|
|
2013
Q3 | – | Sell |
-3,855
| Closed | -$300K | – | 560 |
|
|
2013
Q2 | $300K | Buy |
+3,855
| New | +$240K | 0.03% | 393 |
|
Other funds holding UNH
VCM
VPM
Bluefin Capital Management's UNH Position: Q1 2026 in Review
Bluefin Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 0 shares worth $1.27M. The position accounts for 0.81% of the portfolio, ranked #26.
Bluefin Capital Management first reported a position in UNH in Q2 2013 and has held it in 27 quarters since. The position peaked at $13.7M in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Bluefin Capital Management held 0 shares of UnitedHealth worth $1.27M as of Q1 2026.
- Bluefin Capital Management left its UnitedHealth share count unchanged in Q1 2026.
- UnitedHealth made up 0.81% of Bluefin Capital Management's portfolio in Q1 2026, its #26 holding.
- Bluefin Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 27 quarters since.
- Bluefin Capital Management's UnitedHealth position peaked at $13.7M in Q2 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.