Concentric Capital Strategies’s UnitedHealth UNH Stock Holding History

Concentric Capital Strategies’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	$261K	Buy	+963	New	+$287K	0.02%	287
2025 Q4	–	Sell	-1,314	Closed	-$454K	–	399
2025 Q3	$454K	Sell	1,314 -3,922	-75%	-$1.19M	0.02%	268
2025 Q2	$1.63M	Buy	+5,236	New	+$2M	0.07%	200
2025 Q1	–	Sell	-695	Closed	-$352K	–	304
2024 Q4	$352K	Sell	695 -3,148	-82%	-$1.79M	0.02%	236
2024 Q3	$2.25M	Buy	3,843 +1,101	+40%	+$623K	0.09%	183
2024 Q2	$1.4M	Buy	+2,742	New	+$1.34M	0.07%	229
2024 Q1	–	Sell	-768	Closed	-$404K	–	371
2023 Q4	$404K	Sell	768 -2,967	-79%	-$1.58M	0.05%	177
2023 Q3	$1.88M	Buy	+3,735	New	+$1.84M	0.19%	109

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

Concentric Capital Strategies's UNH Position: Q1 2026 in Review

Concentric Capital Strategies opened a new position in UnitedHealth (UNH) in Q1 2026: 963 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings. This is a return to the name: Concentric Capital Strategies previously reported a position in UNH as recently as Q3 2025.

Concentric Capital Strategies first reported a position in UNH in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.25M in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Concentric Capital Strategies held 963 shares of UnitedHealth worth $261K as of Q1 2026.
UnitedHealth was a new Concentric Capital Strategies position in Q1 2026.
UnitedHealth made up 0.02% of Concentric Capital Strategies's portfolio in Q1 2026, its #287 holding.
Concentric Capital Strategies first reported a position in UnitedHealth in Q3 2023 and has held it in 8 quarters since.
Concentric Capital Strategies's UnitedHealth position peaked at $2.25M in Q3 2024.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Concentric Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.