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Caldwell Sutter Capital’s UnitedHealth UNH Stock Holding History

Caldwell Sutter Capital’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 		$309K Buy
1,143
+112
+11% +$33.4K 0.13% 168
2025
Q4 		$340K Buy
1,031
+51
+5% +$17.3K 0.14% 148
2025
Q3 		$338K Buy
980
+65
+7% +$19.7K 0.14% 152
2025
Q2 		$285K Buy
915
+44
+5% +$16.8K 0.13% 157
2025
Q1 		$456K Sell
871
-80
-8% -$40.9K 0.22% 117
2024
Q4 		$481K Sell
951
-94
-9% -$53.4K 0.22% 114
2024
Q3 		$611K Sell
1,045
-16
-2% -$9.05K 0.28% 96
2024
Q2 		$540K Buy
1,061
+14
+1% +$6.86K 0.27% 102
2024
Q1 		$518K Sell
1,047
-1,002
-49% -$509K 0.25% 106
2023
Q4 		$1.08M Buy
2,049
+152
+8% +$81.1K 0.55% 53
2023
Q3 		$956K Sell
1,897
-1
-0.1% -$492 0.53% 52
2023
Q2 		$912K Buy
1,898
+638
+51% +$312K 0.48% 59
2023
Q1 		$595K Buy
1,260
+110
+10% +$53.1K 0.43% 59
2022
Q4 		$610K Buy
+1,150
New +$609K 0.54% 54

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caldwell Sutter Capital's UNH Position: Q1 2026 in Review

Caldwell Sutter Capital increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $33.4K and bringing the position to 1,143 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #168.

Caldwell Sutter Capital first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2023. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Caldwell Sutter Capital held 1,143 shares of UnitedHealth worth $309K as of Q1 2026.
  • Caldwell Sutter Capital bought 112 UnitedHealth shares in Q1 2026, an estimated $33.4K.
  • UnitedHealth made up 0.13% of Caldwell Sutter Capital's portfolio in Q1 2026, its #168 holding.
  • Caldwell Sutter Capital first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's UnitedHealth position peaked at $1.08M in Q4 2023.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.