Bluefin Capital Management’s UnitedHealth UNH Stock Holding History

Bluefin 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
2025 Q3	–	Sell	-50,000	Closed	-$143K	–	159
2025 Q2	$143K	Buy	+50,000	New	+$19.1M	0.11%	95
2016 Q4	–	Sell	-11,000	Closed	-$3K	–	614
2016 Q3	$3K	Sell	11,000 -43,500	-80%	-$6.09M	﹤0.01%	423
2016 Q2	$14K	Buy	+54,500	New	+$7.27M	﹤0.01%	417
2016 Q1	–	Sell	-48,400	Closed	-$27K	–	727
2015 Q4	$27K	Buy	+48,400	New	+$5.66M	﹤0.01%	538
2014 Q4	–	Sell	-31,100	Closed	-$51K	–	911
2014 Q3	$51K	Buy	+31,100	New	+$2.63M	﹤0.01%	741

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

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.