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Capstone Wealth Management Group (Oregon)’s UnitedHealth UNH Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		– Sell
-609
Closed -$201K – 134
2025
Q4 		$201K Sell
609
-50
-8% -$16.9K 0.12% 128
2025
Q3 		$228K Buy
+659
New +$199K 0.15% 110

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

Capstone Wealth Management Group (Oregon)'s UNH Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 609 shares — an estimated $201K sold.

Capstone Wealth Management Group (Oregon) first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 609 UnitedHealth shares in Q1 2026, an estimated $201K.
  • Capstone Wealth Management Group (Oregon) first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
  • Capstone Wealth Management Group (Oregon)'s UnitedHealth position peaked at $228K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.