Blueshift Asset Management’s UnitedHealth UNH Stock Holding History

Blueshift Asset 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	$1.46M	Buy	5,401 +4,605	+579%	+$1.37M	0.44%	37
2025 Q4	$263K	Buy	796 +83	+12%	+$28.1K	0.08%	355
2025 Q3	$246K	Sell	713 -4,723	-87%	-$1.43M	0.08%	356
2025 Q2	$1.7M	Buy	+5,436	New	+$2.08M	0.52%	33
2024 Q3	–	Sell	-559	Closed	-$285K	–	478
2024 Q2	$285K	Buy	+559	New	+$274K	0.1%	257
2023 Q2	–	Sell	-928	Closed	-$439K	–	481
2023 Q1	$439K	Buy	928 +414	+81%	+$200K	0.18%	157
2022 Q4	$273K	Sell	514 -367	-42%	-$194K	0.13%	241
2022 Q3	$445K	Buy	+881	New	+$463K	0.1%	307
2022 Q2	–	Sell	-13,814	Closed	-$7.04M	–	1014
2022 Q1	$7.04M	Buy	13,814 +7,989	+137%	+$3.85M	0.64%	22
2021 Q4	$2.92M	Sell	5,825 -25,714	-82%	-$11.6M	0.26%	101
2021 Q3	$12.3M	Buy	31,539 +29,888	+1,810%	+$12.4M	0.69%	19
2021 Q2	$661K	Sell	1,651 -7,159	-81%	-$2.85M	0.04%	471
2021 Q1	$3.28M	Buy	+8,810	New	+$3.05M	0.34%	65
2020 Q4	–	Sell	-16,461	Closed	-$5.13M	–	884
2020 Q3	$5.13M	Buy	+16,461	New	+$5.06M	0.7%	23
2020 Q1	–	Sell	-8,074	Closed	-$2.37M	–	688
2019 Q4	$2.37M	Sell	8,074 -17,774	-69%	-$4.65M	0.27%	88
2019 Q3	$5.62M	Buy	+25,848	New	+$6.24M	0.85%	5
2019 Q1	–	Sell	-7,421	Closed	-$1.85M	–	939
2018 Q4	$1.85M	Buy	+7,421	New	+$1.96M	0.34%	50

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

Blueshift Asset Management's UNH Position: Q1 2026 in Review

Blueshift Asset Management increased its UnitedHealth (UNH) stake by 579% in Q1 2026, buying an estimated $1.37M and bringing the position to 5,401 shares worth $1.46M. The position accounts for 0.44% of the portfolio, ranked #37.

Blueshift Asset Management first reported a position in UNH in Q4 2018 and has held it in 17 quarters since. The position peaked at $12.3M in Q3 2021. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Blueshift Asset Management held 5,401 shares of UnitedHealth worth $1.46M as of Q1 2026.
Blueshift Asset Management bought 4,605 UnitedHealth shares in Q1 2026, an estimated $1.37M.
UnitedHealth made up 0.44% of Blueshift Asset Management's portfolio in Q1 2026, its #37 holding.
Blueshift Asset Management first reported a position in UnitedHealth in Q4 2018 and has held it in 17 quarters since.
Blueshift Asset Management's UnitedHealth position peaked at $12.3M in Q3 2021.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Blueshift Asset Management's 13F filing for Q1 2026, filed 14 May 2026.