CAL
UNH icon

Capital Analysts LLC’s UnitedHealth UNH Stock Holding History

Capital Analysts LLC’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 		$2.35M Sell
8,695
-321
-4% -$95.6K 0.06% 233
2025
Q4 		$2.98M Sell
9,016
-125
-1% -$42.4K 0.08% 197
2025
Q3 		$3.16M Sell
9,141
-993
-10% -$300K 0.09% 186
2025
Q2 		$3.16M Sell
10,134
-1,293
-11% -$494K 0.11% 160
2025
Q1 		$5.99M Buy
11,427
+381
+3% +$195K 0.22% 85
2024
Q4 		$5.59M Buy
11,046
+111
+1% +$63.1K 0.22% 89
2024
Q3 		$6.39M Sell
10,935
-307
-3% -$174K 0.26% 79
2024
Q2 		$5.72M Buy
11,242
+128
+1% +$62.7K 0.25% 82
2024
Q1 		$5.5M Buy
11,114
+270
+2% +$137K 0.26% 83
2023
Q4 		$5.71M Buy
10,844
+192
+2% +$102K 0.29% 79
2023
Q3 		$5.37M Buy
10,652
+6
+0.1% +$2.95K 0.3% 78
2023
Q2 		$5.12M Sell
10,646
-229
-2% -$112K 0.28% 81
2023
Q1 		$5.14M Buy
10,875
+181
+2% +$87.3K 0.29% 83
2022
Q4 		$5.67M Sell
10,694
-82
-0.8% -$43.4K 0.35% 63
2022
Q3 		$5.44M Buy
10,776
+77
+0.7% +$40.5K 0.38% 63
2022
Q2 		$5.5M Sell
10,699
-91
-0.8% -$45.7K 0.38% 61
2022
Q1 		$5.5M Sell
10,790
-540
-5% -$260K 0.35% 67
2021
Q4 		$5.69M Sell
11,330
-492
-4% -$223K 0.35% 59
2021
Q3 		$4.62M Buy
11,822
+170
+1% +$70.4K 0.3% 67
2021
Q2 		$4.67M Sell
11,652
-245
-2% -$97.7K 0.31% 69
2021
Q1 		$4.43M Buy
11,897
+730
+7% +$253K 0.31% 73
2020
Q4 		$3.92M Sell
11,167
-812
-7% -$272K 0.34% 62
2020
Q3 		$3.73M Sell
11,979
-457
-4% -$140K 0.35% 57
2020
Q2 		$3.67M Sell
12,436
-773
-6% -$221K 0.39% 59
2020
Q1 		$3.29M Sell
13,209
-733
-5% -$202K 0.4% 61
2019
Q4 		$4.1M Sell
13,942
-201
-1% -$52.6K 0.41% 64
2019
Q3 		$3.07M Buy
14,143
+154
+1% +$37.2K 0.32% 74
2019
Q2 		$3.41M Buy
13,989
+476
+4% +$114K 0.37% 65
2019
Q1 		$3.34M Sell
13,513
-669
-5% -$171K 0.39% 61
2018
Q4 		$3.53M Sell
14,182
-932
-6% -$246K 0.46% 48
2018
Q3 		$4.02M Sell
15,114
-638
-4% -$166K 0.46% 48
2018
Q2 		$3.87M Sell
15,752
-131
-0.8% -$31.5K 0.46% 42
2018
Q1 		$3.4M Sell
15,883
-26
-0.2% -$5.94K 0.42% 57
2017
Q4 		$3.51M Sell
15,909
-392
-2% -$83.1K 0.44% 53
2017
Q3 		$3.19M Sell
16,301
-505
-3% -$97.6K 0.43% 57
2017
Q2 		$3.12M Sell
16,806
-267
-2% -$46.8K 0.44% 47
2017
Q1 		$2.8M Sell
17,073
-828
-5% -$136K 0.44% 47
2016
Q4 		$2.87M Buy
17,901
+16,688
+1,376% +$2.49M 0.5% 41
2016
Q3 		$170K Buy
1,213
+100
+9% +$14K 0.03% 176
2016
Q2 		$157K Sell
1,113
-99
-8% -$13.2K 0.03% 181
2016
Q1 		$156K Buy
1,212
+51
+4% +$6.03K 0.03% 186
2015
Q4 		$137K Hold
1,161
– – 0.03% 190
2015
Q3 		$135K Sell
1,161
-57
-5% -$6.82K 0.03% 206
2015
Q2 		$149K Sell
1,218
-152
-11% -$18K 0.03% 188
2015
Q1 		$162K Sell
1,370
-27
-2% -$3K 0.03% 179
2014
Q4 		$141K Buy
1,397
+2
+0.1% +$190 0.03% 176
2014
Q3 		$120K Buy
1,395
+1
+0.1% +$85 0.03% 178
2014
Q2 		$114K Buy
1,394
+151
+12% +$11.9K 0.03% 178
2014
Q1 		$102K Buy
1,243
+1
+0.1% +$75 0.03% 175
2013
Q4 		$93.6K Buy
1,242
+1
+0.1% +$72 0.03% 174
2013
Q3 		$88.9K Buy
1,241
+215
+21% +$15.4K 0.03% 173
2013
Q2 		$67.2K Buy
+1,026
New +$63.8K 0.02% 178

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

Capital Analysts LLC's UNH Position: Q1 2026 in Review

Capital Analysts LLC reduced its UnitedHealth (UNH) stake by 3.6% in Q1 2026, selling an estimated $95.6K and leaving 8,695 shares worth $2.35M. The position accounts for 0.06% of the portfolio, ranked #233.

Capital Analysts LLC first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.39M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Capital Analysts LLC held 8,695 shares of UnitedHealth worth $2.35M as of Q1 2026.
  • Capital Analysts LLC sold 321 UnitedHealth shares in Q1 2026, an estimated $95.6K.
  • UnitedHealth made up 0.06% of Capital Analysts LLC's portfolio in Q1 2026, its #233 holding.
  • Capital Analysts LLC first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's UnitedHealth position peaked at $6.39M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.