Core Alternative Capital’s UnitedHealth UNH Stock Holding History

Core Alternative 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 Q1	$287K	Sell	1,062 -14	-1%	-$4.17K	0.08%	96
2025 Q4	$355K	Buy	1,076 +648	+151%	+$220K	0.1%	85
2025 Q3	$148K	Sell	428 -14,751	-97%	-$4.46M	0.04%	89
2025 Q2	$4.74M	Sell	15,179 -3,793	-20%	-$1.45M	1.3%	31
2025 Q1	$9.94M	Sell	18,972 -3,038	-14%	-$1.55M	2.39%	7
2024 Q4	$11.1M	Sell	22,010 -1,955	-8%	-$1.11M	2.33%	7
2024 Q3	$14M	Buy	23,965 +6,489	+37%	+$3.67M	2.71%	5
2024 Q2	$8.9M	Sell	17,476 -10,815	-38%	-$5.3M	1.78%	13
2024 Q1	$14M	Sell	28,291 -1,703	-6%	-$866K	2.51%	6
2023 Q4	$15.8M	Sell	29,994 -6,765	-18%	-$3.61M	2.71%	4
2023 Q3	$18.5M	Sell	36,759 -228	-0.6%	-$112K	2.86%	5
2023 Q2	$17.8M	Sell	36,987 -3,222	-8%	-$1.58M	2.61%	5
2023 Q1	$19M	Sell	40,209 -1,576	-4%	-$761K	2.54%	7
2022 Q4	$22.2M	Buy	41,785 +4,959	+13%	+$2.63M	2.82%	5
2022 Q3	$18.6M	Buy	36,826 +8,995	+32%	+$4.73M	2.97%	3
2022 Q2	$14.3M	Buy	27,831 +5,827	+26%	+$2.93M	3.38%	3
2022 Q1	$11.2M	Sell	22,004 -1,647	-7%	-$794K	3%	3
2021 Q4	$10.2M	Sell	23,651 -497	-2%	-$225K	2.05%	11
2021 Q3	$9.44M	Buy	24,148 +2,648	+12%	+$1.1M	1.99%	16
2021 Q2	$8.61M	Buy	21,500 +2,492	+13%	+$994K	2%	14
2021 Q1	$7.07M	Buy	19,008 +1,329	+8%	+$461K	2.01%	13
2020 Q4	$6.2M	Buy	17,679 +168	+1%	+$56.3K	1.86%	15
2020 Q3	$5.46M	Sell	17,511 -2,814	-14%	-$864K	1.86%	23
2020 Q2	$6M	Sell	20,325 -471	-2%	-$135K	1.87%	16
2020 Q1	$5.19M	Buy	20,796 +12,249	+143%	+$3.37M	1.82%	18
2019 Q4	$2.51M	Buy	+8,547	New	+$2.24M	2.3%	12

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

Core Alternative Capital's UNH Position: Q1 2026 in Review

Core Alternative Capital reduced its UnitedHealth (UNH) stake by 1.3% in Q1 2026, selling an estimated $4.17K and leaving 1,062 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #96.

Core Alternative Capital first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.2M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Core Alternative Capital held 1,062 shares of UnitedHealth worth $287K as of Q1 2026.
Core Alternative Capital sold 14 UnitedHealth shares in Q1 2026, an estimated $4.17K.
UnitedHealth made up 0.08% of Core Alternative Capital's portfolio in Q1 2026, its #96 holding.
Core Alternative Capital first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
Core Alternative Capital's UnitedHealth position peaked at $22.2M in Q4 2022.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Core Alternative Capital's 13F filing for Q1 2026, filed 30 Apr 2026.