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Capital Investment Advisors’s UnitedHealth UNH Stock Holding History

Capital Investment Advisors’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 		$5.07M Sell
18,721
-767
-4% -$228K 0.07% 153
2025
Q4 		$6.43M Sell
19,488
-440
-2% -$149K 0.1% 137
2025
Q3 		$6.88M Sell
19,928
-472
-2% -$143K 0.11% 127
2025
Q2 		$6.36M Sell
20,400
-2,819
-12% -$1.08M 0.11% 128
2025
Q1 		$12.2M Sell
23,219
-2,077
-8% -$1.06M 0.24% 91
2024
Q4 		$12.8M Buy
25,296
+2,582
+11% +$1.47M 0.26% 88
2024
Q3 		$13.3M Buy
22,714
+1,759
+8% +$995K 0.27% 82
2024
Q2 		$10.7M Buy
20,955
+1,928
+10% +$945K 0.24% 90
2024
Q1 		$9.41M Buy
19,027
+2,129
+13% +$1.08M 0.22% 94
2023
Q4 		$8.9M Buy
16,898
+1,432
+9% +$764K 0.22% 95
2023
Q3 		$7.8M Sell
15,466
-29
-0.2% -$14.3K 0.22% 94
2023
Q2 		$7.45M Buy
15,495
+265
+2% +$130K 0.23% 89
2023
Q1 		$7.2M Sell
15,230
-126
-0.8% -$60.8K 0.21% 96
2022
Q4 		$8.14M Sell
15,356
-22
-0.1% -$11.7K 0.25% 89
2022
Q3 		$7.77M Sell
15,378
-86
-0.6% -$45.2K 0.27% 88
2022
Q2 		$7.94M Buy
15,464
+336
+2% +$169K 0.26% 88
2022
Q1 		$7.71M Sell
15,128
-421
-3% -$203K 0.24% 92
2021
Q4 		$7.81M Buy
15,549
+368
+2% +$167K 0.24% 88
2021
Q3 		$5.93M Buy
15,181
+1,213
+9% +$502K 0.2% 99
2021
Q2 		$5.59M Buy
13,968
+1,056
+8% +$421K 0.19% 101
2021
Q1 		$4.8M Buy
12,912
+371
+3% +$129K 0.18% 105
2020
Q4 		$4.4M Sell
12,541
-2,819
-18% -$945K 0.18% 100
2020
Q3 		$4.79M Sell
15,360
-102
-0.7% -$31.3K 0.23% 90
2020
Q2 		$4.56M Buy
15,462
+3,617
+31% +$1.04M 0.24% 89
2020
Q1 		$2.95M Buy
11,845
+1,214
+11% +$334K 0.19% 105
2019
Q4 		$3.13M Buy
10,631
+534
+5% +$140K 0.15% 119
2019
Q3 		$2.19M Buy
10,097
+3,718
+58% +$897K 0.12% 146
2019
Q2 		$1.56M Buy
6,379
+1,323
+26% +$318K 0.09% 166
2019
Q1 		$1.25M Sell
5,056
-333
-6% -$84.9K 0.07% 194
2018
Q4 		$1.34M Buy
5,389
+48
+0.9% +$12.7K 0.09% 172
2018
Q3 		$1.42M Sell
5,341
-47
-0.9% -$12.2K 0.08% 171
2018
Q2 		$1.32M Buy
5,388
+129
+2% +$31K 0.08% 176
2018
Q1 		$1.13M Sell
5,259
-122
-2% -$27.9K 0.07% 197
2017
Q4 		$1.19M Buy
5,381
+217
+4% +$46K 0.08% 192
2017
Q3 		$1.01M Sell
5,164
-649
-11% -$125K 0.07% 205
2017
Q2 		$1.08M Sell
5,813
-94
-2% -$16.5K 0.08% 195
2017
Q1 		$969K Sell
5,907
-1,540
-21% -$252K 0.07% 208
2016
Q4 		$1.19M Buy
7,447
+34
+0.5% +$5.08K 0.1% 177
2016
Q3 		$1.04M Buy
7,413
+746
+11% +$104K 0.09% 191
2016
Q2 		$941K Buy
6,667
+38
+0.6% +$5.07K 0.09% 196
2016
Q1 		$854K Buy
6,629
+63
+1% +$7.45K 0.08% 191
2015
Q4 		$772K Buy
6,566
+215
+3% +$25.1K 0.08% 190
2015
Q3 		$737K Buy
6,351
+119
+2% +$14.2K 0.08% 191
2015
Q2 		$760K Sell
6,232
-422
-6% -$49.9K 0.08% 196
2015
Q1 		$787K Buy
6,654
+35
+0.5% +$3.89K 0.08% 198
2014
Q4 		$669K Sell
6,619
-20
-0.3% -$1.9K 0.07% 213
2014
Q3 		$573K Sell
6,639
-39
-0.6% -$3.3K 0.07% 213
2014
Q2 		$546K Sell
6,678
-248
-4% -$19.5K 0.06% 220
2014
Q1 		$568K Sell
6,926
-292
-4% -$22K 0.07% 217
2013
Q4 		$544K Buy
+7,218
New +$519K 0.07% 213

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 Investment Advisors's UNH Position: Q1 2026 in Review

Capital Investment Advisors reduced its UnitedHealth (UNH) stake by 3.9% in Q1 2026, selling an estimated $228K and leaving 18,721 shares worth $5.07M. The position accounts for 0.07% of the portfolio, ranked #153.

Capital Investment Advisors first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $13.3M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Capital Investment Advisors held 18,721 shares of UnitedHealth worth $5.07M as of Q1 2026.
  • Capital Investment Advisors sold 767 UnitedHealth shares in Q1 2026, an estimated $228K.
  • UnitedHealth made up 0.07% of Capital Investment Advisors's portfolio in Q1 2026, its #153 holding.
  • Capital Investment Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's UnitedHealth position peaked at $13.3M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.