Catalina Capital Group’s UnitedHealth UNH Stock Holding History

Catalina Capital Group’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	$251K	Sell	926 -105	-10%	-$31.3K	0.15%	120
2025 Q4	$340K	Sell	1,031 -106	-9%	-$35.9K	0.21%	89
2025 Q3	$393K	Buy	1,137 +95	+9%	+$28.7K	0.24%	86
2025 Q2	$325K	Sell	1,042 -713	-41%	-$273K	0.22%	93
2025 Q1	$919K	Sell	1,755 -2,279	-56%	-$1.17M	0.6%	38
2024 Q4	$2.04M	Buy	4,034 +60	+2%	+$34.1K	0.67%	32
2024 Q3	$2.32M	Buy	3,974 +594	+18%	+$336K	0.78%	27
2024 Q2	$1.72M	Buy	3,380 +353	+12%	+$173K	0.65%	31
2024 Q1	$1.5M	Buy	3,027 +1,454	+92%	+$739K	0.62%	34
2023 Q4	$828K	Buy	+1,573	New	+$839K	0.55%	33

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Catalina Capital Group's UNH Position: Q1 2026 in Review

Catalina Capital Group reduced its UnitedHealth (UNH) stake by 10% in Q1 2026, selling an estimated $31.3K and leaving 926 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #120.

Catalina Capital Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.32M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Catalina Capital Group held 926 shares of UnitedHealth worth $251K as of Q1 2026.
Catalina Capital Group sold 105 UnitedHealth shares in Q1 2026, an estimated $31.3K.
UnitedHealth made up 0.15% of Catalina Capital Group's portfolio in Q1 2026, its #120 holding.
Catalina Capital Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's UnitedHealth position peaked at $2.32M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.