Boothbay Fund Management’s UnitedHealth UNH Stock Holding History

Boothbay Fund 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 Q4	–	Sell	-1,200	Closed	-$414K	–	2386
2025 Q3	$414K	Sell	1,200 -2,000	-63%	-$605K	0.01%	1269
2025 Q2	$998K	Buy	+3,200	New	+$1.22M	0.02%	680
2023 Q1	–	Sell	-600	Closed	-$318K	–	2508
2022 Q4	$318K	Sell	600 -1,000	-63%	-$530K	0.01%	1364
2022 Q3	$808K	Buy	1,600 +900	+129%	+$473K	0.02%	982
2022 Q2	$360K	Sell	700 -2,400	-77%	-$1.21M	0.01%	1354
2022 Q1	$1.58M	Buy	+3,100	New	+$1.5M	0.04%	679
2021 Q4	–	Sell	-10,100	Closed	-$3.95M	–	2240
2021 Q3	$3.95M	Buy	+10,100	New	+$4.18M	0.11%	219

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

Boothbay Fund Management's UNH Position: Q1 2026 in Review

Boothbay Fund Management increased its UnitedHealth (UNH) stake by 107% in Q1 2026, buying an estimated $727K and bringing the position to 4,717 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #817.

Boothbay Fund Management first reported a position in UNH in Q1 2017 and has held it in 28 quarters since. The position peaked at $9.54M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Boothbay Fund Management held 4,717 shares of UnitedHealth worth $1.28M as of Q1 2026.
Boothbay Fund Management bought 2,440 UnitedHealth shares in Q1 2026, an estimated $727K.
UnitedHealth made up 0.02% of Boothbay Fund Management's portfolio in Q1 2026, its #817 holding.
Boothbay Fund Management first reported a position in UnitedHealth in Q1 2017 and has held it in 28 quarters since.
Boothbay Fund Management's UnitedHealth position peaked at $9.54M in Q2 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.