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 | $9.9M | Buy |
36,600
+7,300
| +25% | +$2.17M | 0.02% | 284 |
|
|
2025
Q4 | $9.67M | Sell |
29,300
-16,100
| -35% | -$5.46M | 0.02% | 268 |
|
|
2025
Q3 | $15.7M | Buy |
45,400
+14,800
| +48% | +$4.48M | 0.03% | 245 |
|
|
2025
Q2 | $9.55M | Sell |
30,600
-5,300
| -15% | -$2.03M | 0.02% | 257 |
|
|
2025
Q1 | $18.8M | Sell |
35,900
-21,200
| -37% | -$10.8M | 0.05% | 183 |
|
|
2024
Q4 | $28.9M | Buy |
57,100
+21,400
| +60% | +$12.2M | 0.07% | 163 |
|
|
2024
Q3 | $20.9M | Sell |
35,700
-4,300
| -11% | -$2.43M | 0.06% | 174 |
|
|
2024
Q2 | $20.4M | Sell |
40,000
-8,300
| -17% | -$4.07M | 0.06% | 185 |
|
|
2024
Q1 | $23.9M | Sell |
48,300
-149,600
| -76% | -$76.1M | 0.09% | 146 |
|
|
2023
Q4 | $104M | Buy |
197,900
+23,600
| +14% | +$12.6M | 0.31% | 42 |
|
|
2023
Q3 | $87.9M | Buy |
174,300
+500
| +0.3% | +$246K | 0.4% | 23 |
|
|
2023
Q2 | $83.5M | Buy |
173,800
+5,600
| +3% | +$2.74M | 0.41% | 29 |
|
|
2023
Q1 | $79.5M | Buy |
168,200
+41,000
| +32% | +$19.8M | 0.4% | 23 |
|
|
2022
Q4 | $67.4M | Buy |
127,200
+73,100
| +135% | +$38.7M | 0.49% | 20 |
|
|
2022
Q3 | $27.3M | Buy |
54,100
+34,400
| +175% | +$18.1M | 0.17% | 72 |
|
|
2022
Q2 | $10.1M | Sell |
19,700
-56,700
| -74% | -$28.5M | 0.05% | 257 |
|
|
2022
Q1 | $39M | Sell |
76,400
-78,400
| -51% | -$37.8M | 0.11% | 143 |
|
|
2021
Q4 | $77.7M | Buy |
154,800
+22,400
| +17% | +$10.1M | 0.13% | 135 |
|
|
2021
Q3 | $51.7M | Sell |
132,400
-1,400
| -1% | -$580K | 0.1% | 170 |
|
|
2021
Q2 | $53.6M | Buy |
133,800
+13,800
| +12% | +$5.5M | 0.12% | 152 |
|
|
2021
Q1 | $44.6M | Sell |
120,000
-4,800
| -4% | -$1.66M | 0.13% | 157 |
|
|
2020
Q4 | $43.8M | Buy |
124,800
+32,200
| +35% | +$10.8M | 0.15% | 115 |
|
|
2020
Q3 | $28.9M | Buy |
92,600
+15,600
| +20% | +$4.79M | 0.15% | 123 |
|
|
2020
Q2 | $22.7M | Buy |
77,000
+64,200
| +502% | +$18.4M | 0.15% | 121 |
|
|
2020
Q1 | $3.19M | Sell |
12,800
-86,400
| -87% | -$23.8M | 0.05% | 391 |
|
|
2019
Q4 | $29.2M | Buy |
99,200
+15,200
| +18% | +$3.98M | 0.16% | 146 |
|
|
2019
Q3 | $18.3M | Buy |
84,000
+24,000
| +40% | +$5.79M | 0.13% | 156 |
|
|
2019
Q2 | $14.6M | Sell |
60,000
-23,700
| -28% | -$5.7M | 0.11% | 204 |
|
|
2019
Q1 | $20.7M | Buy |
83,700
+34,500
| +70% | +$8.8M | 0.19% | 117 |
|
|
2018
Q4 | $12.3M | Buy |
49,200
+7,700
| +19% | +$2.03M | 0.15% | 110 |
|
|
2018
Q3 | $11M | Buy |
+41,500
| New | +$10.8M | 0.13% | 130 |
|
|
2017
Q2 | – | Sell |
-1,500
| Closed | -$245K | – | 940 |
|
|
2017
Q1 | $245K | Sell |
1,500
-6,100
| -80% | -$999K | 0.01% | 748 |
|
|
2016
Q4 | $1.22M | Buy |
+7,600
| New | +$1.14M | 0.04% | 365 |
|
|
2013
Q3 | – | Sell |
-33,100
| Closed | -$2.17M | – | 562 |
|
|
2013
Q2 | $2.17M | Buy |
+33,100
| New | +$2.06M | 0.02% | 241 |
|
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.