Brasada 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 | – | Sell |
-12,462
| Closed | -$4.19M | – | 169 |
|
|
2025
Q4 | $4.19M | Sell |
12,462
-2,874
| -19% | -$974K | 0.71% | 53 |
|
|
2025
Q3 | $5.42M | Buy |
+15,336
| New | +$4.64M | 0.91% | 35 |
|
|
2025
Q2 | – | Sell |
-6,335
| Closed | -$3.5M | – | 151 |
|
|
2025
Q1 | $3.5M | Buy |
6,335
+140
| +2% | +$71.6K | 0.7% | 50 |
|
|
2024
Q4 | $3.35M | Buy |
6,195
+225
| +4% | +$128K | 0.59% | 57 |
|
|
2024
Q3 | $3.54M | Buy |
5,970
+290
| +5% | +$164K | 0.62% | 54 |
|
|
2024
Q2 | $2.86M | Buy |
5,680
+535
| +10% | +$262K | 0.5% | 62 |
|
|
2024
Q1 | $2.55M | Buy |
5,145
+41
| +0.8% | +$20.8K | 0.45% | 71 |
|
|
2023
Q4 | $2.69M | Buy |
5,104
+471
| +10% | +$251K | 0.52% | 52 |
|
|
2023
Q3 | $2.44M | Buy |
4,633
+364
| +9% | +$179K | 0.57% | 47 |
|
|
2023
Q2 | $2.05M | Sell |
4,269
-45
| -1% | -$22K | 0.44% | 57 |
|
|
2023
Q1 | $2.04M | Buy |
4,314
+251
| +6% | +$121K | 0.45% | 56 |
|
|
2022
Q4 | $2.15M | Buy |
4,063
+42
| +1% | +$22.2K | 0.5% | 54 |
|
|
2022
Q3 | $2.03M | Sell |
4,021
-56
| -1% | -$29.4K | 0.48% | 55 |
|
|
2022
Q2 | $2.09M | Buy |
4,077
+121
| +3% | +$60.8K | 0.47% | 54 |
|
|
2022
Q1 | $2.02M | Buy |
+3,956
| New | +$1.91M | 0.38% | 61 |
|
|
2021
Q1 | – | Sell |
-2,595
| Closed | -$910K | – | 174 |
|
|
2020
Q4 | $910K | Buy |
2,595
+152
| +6% | +$51K | 0.21% | 86 |
|
|
2020
Q3 | $762K | Sell |
2,443
-90
| -4% | -$27.6K | 0.19% | 87 |
|
|
2020
Q2 | $747K | Buy |
2,533
+150
| +6% | +$43K | 0.21% | 84 |
|
|
2020
Q1 | $594K | Buy |
2,383
+26
| +1% | +$7.16K | 0.21% | 70 |
|
|
2019
Q4 | $693K | Buy |
2,357
+28
| +1% | +$7.33K | 0.17% | 95 |
|
|
2019
Q3 | $506K | Buy |
2,329
+332
| +17% | +$80.1K | 0.14% | 111 |
|
|
2019
Q2 | $490K | Buy |
1,997
+30
| +2% | +$7.22K | 0.13% | 114 |
|
|
2019
Q1 | $486K | Sell |
1,967
-44
| -2% | -$11.2K | 0.15% | 109 |
|
|
2018
Q4 | $501K | Buy |
2,011
+282
| +16% | +$74.5K | 0.17% | 95 |
|
|
2018
Q3 | $460K | Sell |
1,729
-22
| -1% | -$5.72K | 0.13% | 126 |
|
|
2018
Q2 | $430K | Buy |
1,751
+260
| +17% | +$62.4K | 0.13% | 134 |
|
|
2018
Q1 | $319K | Buy |
1,491
+64
| +4% | +$14.6K | 0.1% | 152 |
|
|
2017
Q4 | $315K | Buy |
+1,427
| New | +$302K | 0.11% | 133 |
|
Other funds holding UNH
VCM
VPM
Brasada Capital Management's UNH Position: Q1 2026 in Review
Brasada Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 12,462 shares — an estimated $4.19M sold.
Brasada Capital Management first reported a position in UNH in Q4 2017 and held it in 28 quarters. The position peaked at $5.42M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Brasada Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- Brasada Capital Management sold 12,462 UnitedHealth shares in Q1 2026, an estimated $4.19M.
- Brasada Capital Management first reported a position in UnitedHealth in Q4 2017 and held it in 28 quarters.
- Brasada Capital Management's UnitedHealth position peaked at $5.42M in Q3 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.