Capstone Investment Advisors’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 | $4.72M | Buy |
17,459
+16,842
| +2,730% | +$5.02M | 0.01% | 432 |
|
|
2025
Q4 | $204K | Sell |
617
-23,249
| -97% | -$7.88M | ﹤0.01% | 1499 |
|
|
2025
Q3 | $8.24M | Sell |
23,866
-32,083
| -57% | -$9.7M | 0.02% | 352 |
|
|
2025
Q2 | $17.5M | Buy |
55,949
+42,195
| +307% | +$16.1M | 0.04% | 166 |
|
|
2025
Q1 | $7.2M | Sell |
13,754
-33,340
| -71% | -$17M | 0.02% | 371 |
|
|
2024
Q4 | $23.8M | Buy |
47,094
+35,542
| +308% | +$20.2M | 0.06% | 189 |
|
|
2024
Q3 | $6.75M | Sell |
11,552
-11,329
| -50% | -$6.41M | 0.02% | 390 |
|
|
2024
Q2 | $11.7M | Buy |
22,881
+2,164
| +10% | +$1.06M | 0.04% | 280 |
|
|
2024
Q1 | $10.2M | Buy |
20,717
+18,723
| +939% | +$9.52M | 0.04% | 273 |
|
|
2023
Q4 | $1.05M | Sell |
1,994
-4,404
| -69% | -$2.35M | ﹤0.01% | 1036 |
|
|
2023
Q3 | $3.23M | Buy |
+6,398
| New | +$3.15M | 0.01% | 558 |
|
|
2023
Q2 | – | Sell |
-5,782
| Closed | -$2.83M | – | 1914 |
|
|
2023
Q1 | $2.73M | Buy |
5,782
+5,781
| +578,100% | +$2.79M | 0.01% | 505 |
|
|
2022
Q4 | $530 | Buy |
+1
| New | +$530 | ﹤0.01% | 1489 |
|
|
2022
Q3 | – | Sell |
-25,165
| Closed | -$13.2M | – | 1767 |
|
|
2022
Q2 | $12.9M | Buy |
25,165
+10,167
| +68% | +$5.11M | 0.06% | 201 |
|
|
2022
Q1 | $7.65M | Sell |
14,998
-5,189
| -26% | -$2.5M | 0.02% | 560 |
|
|
2021
Q4 | $10.1M | Sell |
20,187
-50,070
| -71% | -$22.7M | 0.02% | 597 |
|
|
2021
Q3 | $27.5M | Buy |
70,257
+68,980
| +5,402% | +$28.6M | 0.05% | 330 |
|
|
2021
Q2 | $511K | Buy |
1,277
+4
| +0.3% | +$1.59K | ﹤0.01% | 1375 |
|
|
2021
Q1 | $474K | Buy |
+1,273
| New | +$441K | ﹤0.01% | 1293 |
|
|
2020
Q2 | – | Sell |
-6,749
| Closed | -$1.93M | – | 1368 |
|
|
2020
Q1 | $1.68M | Sell |
6,749
-30,556
| -82% | -$8.41M | 0.03% | 569 |
|
|
2019
Q4 | $11M | Sell |
37,305
-10,112
| -21% | -$2.65M | 0.06% | 340 |
|
|
2019
Q3 | $10.3M | Sell |
47,417
-531
| -1% | -$128K | 0.07% | 283 |
|
|
2019
Q2 | $11.7M | Buy |
47,948
+17,199
| +56% | +$4.14M | 0.08% | 254 |
|
|
2019
Q1 | $7.6M | Buy |
+30,749
| New | +$7.84M | 0.07% | 276 |
|
|
2018
Q3 | – | Sell |
-3,946
| Closed | -$1.03M | – | 1343 |
|
|
2018
Q2 | $968K | Buy |
+3,946
| New | +$948K | 0.01% | 386 |
|
|
2017
Q2 | – | Sell |
-22,878
| Closed | -$3.75M | – | 941 |
|
|
2017
Q1 | $3.75M | Buy |
22,878
+15,778
| +222% | +$2.58M | 0.09% | 179 |
|
|
2016
Q4 | $1.14M | Buy |
+7,100
| New | +$1.06M | 0.04% | 385 |
|
|
2016
Q2 | – | Sell |
-21,837
| Closed | -$2.81M | – | 853 |
|
|
2016
Q1 | $2.81M | Buy |
21,837
+17,637
| +420% | +$2.09M | 0.09% | 151 |
|
|
2015
Q4 | $494K | Buy |
+4,200
| New | +$491K | 0.01% | 345 |
|
|
2014
Q4 | – | Sell |
-3,842
| Closed | -$331K | – | 419 |
|
|
2014
Q3 | $331K | Sell |
3,842
-6,364
| -62% | -$538K | ﹤0.01% | 397 |
|
|
2014
Q2 | $834K | Buy |
+10,206
| New | +$803K | 0.01% | 326 |
|
Other funds holding UNH
VCM
VPM
Capstone Investment Advisors's UNH Position: Q1 2026 in Review
Capstone Investment Advisors increased its UnitedHealth (UNH) stake by 2,730% in Q1 2026, buying an estimated $5.02M and bringing the position to 17,459 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #432.
Capstone Investment Advisors first reported a position in UNH in Q2 2014 and has held it in 31 quarters since. The position peaked at $27.5M in Q3 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Capstone Investment Advisors held 17,459 shares of UnitedHealth worth $4.72M as of Q1 2026.
- Capstone Investment Advisors bought 16,842 UnitedHealth shares in Q1 2026, an estimated $5.02M.
- UnitedHealth made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #432 holding.
- Capstone Investment Advisors first reported a position in UnitedHealth in Q2 2014 and has held it in 31 quarters since.
- Capstone Investment Advisors's UnitedHealth position peaked at $27.5M in Q3 2021.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.