Coerente Capital Management’s UnitedHealth UNH Stock Holding History

Coerente Capital Management’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	-915	Closed	-$302K	–	50
2025 Q4	$302K	Buy	+915	New	+$310K	0.06%	44
2025 Q2	–	Sell	-605	Closed	-$317K	–	40
2025 Q1	$317K	Hold	605	–	–	0.06%	36
2024 Q4	$306K	Hold	605	–	–	0.06%	38
2024 Q3	$354K	Hold	605	–	–	0.07%	40
2024 Q2	$308K	Buy	605 +170	+39%	+$83.3K	0.06%	39
2024 Q1	$215K	Hold	435	–	–	0.04%	44
2023 Q4	$229K	Buy	+435	New	+$232K	0.05%	38
2023 Q3	–	Sell	-475	Closed	-$228K	–	37
2023 Q2	$228K	Buy	+475	New	+$232K	0.05%	34

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

Coerente Capital Management's UNH Position: Q1 2026 in Review

Coerente Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 915 shares — an estimated $302K sold.

Coerente Capital Management first reported a position in UNH in Q2 2023 and held it in 8 quarters. The position peaked at $354K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Coerente Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Coerente Capital Management sold 915 UnitedHealth shares in Q1 2026, an estimated $302K.
Coerente Capital Management first reported a position in UnitedHealth in Q2 2023 and held it in 8 quarters.
Coerente Capital Management's UnitedHealth position peaked at $354K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Coerente Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.