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 | $27.4M | Buy |
101,100
+31,600
| +45% | +$9.41M | 0.05% | 142 |
|
|
2025
Q4 | $22.9M | Sell |
69,500
-100,300
| -59% | -$34M | 0.04% | 162 |
|
|
2025
Q3 | $58.6M | Buy |
169,800
+65,400
| +63% | +$19.8M | 0.11% | 88 |
|
|
2025
Q2 | $32.6M | Sell |
104,400
-13,000
| -11% | -$4.97M | 0.08% | 102 |
|
|
2025
Q1 | $61.5M | Sell |
117,400
-61,400
| -34% | -$31.4M | 0.16% | 64 |
|
|
2024
Q4 | $90.4M | Buy |
178,800
+83,300
| +87% | +$47.3M | 0.22% | 54 |
|
|
2024
Q3 | $55.8M | Sell |
95,500
-1,000
| -1% | -$566K | 0.17% | 73 |
|
|
2024
Q2 | $49.1M | Buy |
96,500
+18,000
| +23% | +$8.82M | 0.15% | 85 |
|
|
2024
Q1 | $38.8M | Sell |
78,500
-61,500
| -44% | -$31.3M | 0.14% | 104 |
|
|
2023
Q4 | $73.7M | Buy |
140,000
+40,600
| +41% | +$21.7M | 0.22% | 61 |
|
|
2023
Q3 | $50.1M | Buy |
99,400
+30,500
| +44% | +$15M | 0.23% | 50 |
|
|
2023
Q2 | $33.1M | Sell |
68,900
-14,600
| -17% | -$7.14M | 0.16% | 81 |
|
|
2023
Q1 | $39.5M | Buy |
83,500
+6,000
| +8% | +$2.9M | 0.2% | 51 |
|
|
2022
Q4 | $41.1M | Buy |
77,500
+800
| +1% | +$424K | 0.3% | 47 |
|
|
2022
Q3 | $38.7M | Sell |
76,700
-81,400
| -51% | -$42.8M | 0.23% | 44 |
|
|
2022
Q2 | $81.2M | Sell |
158,100
-271,900
| -63% | -$137M | 0.4% | 26 |
|
|
2022
Q1 | $219M | Sell |
430,000
-640,600
| -60% | -$309M | 0.6% | 20 |
|
|
2021
Q4 | $538M | Buy |
1,070,600
+246,600
| +30% | +$112M | 0.9% | 14 |
|
|
2021
Q3 | $322M | Buy |
824,000
+47,500
| +6% | +$19.7M | 0.64% | 21 |
|
|
2021
Q2 | $311M | Buy |
776,500
+154,500
| +25% | +$61.6M | 0.7% | 18 |
|
|
2021
Q1 | $231M | Buy |
622,000
+188,100
| +43% | +$65.2M | 0.68% | 24 |
|
|
2020
Q4 | $152M | Buy |
433,900
+107,100
| +33% | +$35.9M | 0.51% | 28 |
|
|
2020
Q3 | $102M | Buy |
326,800
+60,100
| +23% | +$18.5M | 0.52% | 26 |
|
|
2020
Q2 | $78.7M | Buy |
266,700
+115,800
| +77% | +$33.2M | 0.52% | 26 |
|
|
2020
Q1 | $37.6M | Sell |
150,900
-253,800
| -63% | -$69.8M | 0.61% | 18 |
|
|
2019
Q4 | $119M | Buy |
404,700
+172,800
| +75% | +$45.2M | 0.64% | 22 |
|
|
2019
Q3 | $50.4M | Sell |
231,900
-2,900
| -1% | -$700K | 0.35% | 54 |
|
|
2019
Q2 | $57.3M | Buy |
234,800
+67,500
| +40% | +$16.2M | 0.41% | 46 |
|
|
2019
Q1 | $41.4M | Buy |
167,300
+72,600
| +77% | +$18.5M | 0.38% | 55 |
|
|
2018
Q4 | $23.6M | Buy |
94,700
+45,700
| +93% | +$12.1M | 0.29% | 56 |
|
|
2018
Q3 | $13M | Buy |
49,000
+33,400
| +214% | +$8.69M | 0.15% | 112 |
|
|
2018
Q2 | $3.83M | Buy |
+15,600
| New | +$3.75M | 0.06% | 184 |
|
|
2017
Q2 | – | Sell |
-15,600
| Closed | -$2.56M | – | 942 |
|
|
2017
Q1 | $2.56M | Buy |
15,600
+3,500
| +29% | +$573K | 0.06% | 238 |
|
|
2016
Q4 | $1.94M | Buy |
+12,100
| New | +$1.81M | 0.06% | 288 |
|
|
2013
Q3 | – | Sell |
-54,000
| Closed | -$3.54M | – | 563 |
|
|
2013
Q2 | $3.54M | Buy |
+54,000
| New | +$3.36M | 0.04% | 179 |
|
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.