Constitution Capital
UNH icon

Constitution Capital’s UnitedHealth UNH Stock Holding History

Constitution Capital’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
Q3 		$2.09M Sell
5,702
-75
-1% -$30.2K 0.97% 25
2026
Q2 		$2.4M Sell
5,777
-305
-5% -$113K 1.23% 24
2026
Q1 		$1.65M Sell
6,082
-660
-10% -$197K 0.82% 25
2025
Q4 		$2.23M Sell
6,742
-3,085
-31% -$1.05M 1.05% 22
2025
Q3 		$3.39M Buy
9,827
+3,125
+47% +$945K 1.59% 19
2025
Q2 		$2.09M Sell
6,702
-2,225
-25% -$850K 1.07% 23
2025
Q1 		$4.68M Buy
8,927
+190
+2% +$97.1K 2.59% 14
2024
Q4 		$4.42M Buy
8,737
+75
+0.9% +$42.6K 2.48% 13
2024
Q3 		$5.06M Sell
8,662
-902
-9% -$510K 2.7% 11
2024
Q2 		$4.87M Buy
9,564
+795
+9% +$390K 2.57% 10
2024
Q1 		$4.34M Sell
8,769
-386
-4% -$196K 2.45% 11
2023
Q4 		$4.82M Sell
9,155
-1,103
-11% -$588K 2.91% 8
2023
Q3 		$5.17M Sell
10,258
-406
-4% -$200K 3.52% 7
2023
Q2 		$5.13M Sell
10,664
-247
-2% -$121K 2.92% 9
2023
Q1 		$5.16M Buy
10,911
+139
+1% +$67.1K 3.13% 8
2022
Q4 		$5.71M Sell
10,772
-830
-7% -$440K 3.53% 9
2022
Q3 		$5.86M Buy
11,602
+1,300
+13% +$684K 3.92% 7
2022
Q2 		$5.29M Buy
10,302
+800
+8% +$402K 3.39% 10
2022
Q1 		$4.85M Buy
9,502
+3,166
+50% +$1.53M 2.66% 11
2021
Q4 		$3.18M Buy
6,336
+1,517
+31% +$687K 1.7% 16
2021
Q3 		$1.88M Buy
4,819
+425
+10% +$176K 1.13% 20
2021
Q2 		$1.76M Buy
4,394
+400
+10% +$159K 1.08% 22
2021
Q1 		$1.49M Sell
3,994
-1,740
-30% -$603K 0.98% 21
2020
Q4 		$2.01M Buy
+5,734
New +$1.92M 1.43% 19

Other funds holding UNH

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Constitution Capital's UNH Position: Q3 2026 in Review

Constitution Capital reduced its UnitedHealth (UNH) stake by 1.3% in Q3 2026, selling an estimated $30.2K and leaving 5,702 shares worth $2.09M. The position accounts for 0.97% of the portfolio, ranked #25.

Constitution Capital first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.86M in Q3 2022. 1,608 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Constitution Capital held 5,702 shares of UnitedHealth worth $2.09M as of Q3 2026.
  • Constitution Capital sold 75 UnitedHealth shares in Q3 2026, an estimated $30.2K.
  • UnitedHealth made up 0.97% of Constitution Capital's portfolio in Q3 2026, its #25 holding.
  • Constitution Capital first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Constitution Capital's UnitedHealth position peaked at $5.86M in Q3 2022.
  • 1,608 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.