Curi RMB Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.18M | Buy |
8,046
+452
| +6% | +$135K | 0.04% | 319 |
|
|
2025
Q4 | $2.51M | Sell |
7,594
-316
| -4% | -$107K | 0.04% | 303 |
|
|
2025
Q3 | $2.73M | Sell |
7,910
-155
| -2% | -$46.9K | 0.05% | 292 |
|
|
2025
Q2 | $2.52M | Sell |
8,065
-70,183
| -90% | -$26.8M | 0.05% | 293 |
|
|
2025
Q1 | $41M | Sell |
78,248
-10,719
| -12% | -$5.48M | 1.01% | 19 |
|
|
2024
Q4 | $45M | Buy |
88,967
+1,941
| +2% | +$1.1M | 1.04% | 19 |
|
|
2024
Q3 | $50.9M | Sell |
87,026
-1,355
| -2% | -$766K | 1.16% | 16 |
|
|
2024
Q2 | $45M | Buy |
88,381
+892
| +1% | +$437K | 1.08% | 18 |
|
|
2024
Q1 | $43.3M | Buy |
87,489
+32,593
| +59% | +$16.6M | 0.99% | 19 |
|
|
2023
Q4 | $28.9M | Sell |
54,896
-5,283
| -9% | -$2.82M | 0.88% | 28 |
|
|
2023
Q3 | $30.3M | Buy |
60,179
+814
| +1% | +$401K | 1.04% | 22 |
|
|
2023
Q2 | $28.5M | Buy |
59,365
+2,105
| +4% | +$1.03M | 0.94% | 25 |
|
|
2023
Q1 | $27.1M | Buy |
57,260
+910
| +2% | +$439K | 0.95% | 28 |
|
|
2022
Q4 | $29.9M | Sell |
56,350
-4,114
| -7% | -$2.18M | 1.06% | 19 |
|
|
2022
Q3 | $30.5M | Sell |
60,464
-3,480
| -5% | -$1.83M | 1.14% | 17 |
|
|
2022
Q2 | $32.8M | Sell |
63,944
-5,518
| -8% | -$2.77M | 1.13% | 22 |
|
|
2022
Q1 | $35.4M | Buy |
69,462
+501
| +0.7% | +$242K | 1.12% | 25 |
|
|
2021
Q4 | $34.6M | Sell |
68,961
-11
| -0% | -$4.98K | 1.04% | 28 |
|
|
2021
Q3 | $26.9M | Buy |
68,972
+1,567
| +2% | +$649K | 0.88% | 33 |
|
|
2021
Q2 | $27M | Buy |
67,405
+4,916
| +8% | +$1.96M | 0.9% | 30 |
|
|
2021
Q1 | $23.3M | Buy |
62,489
+673
| +1% | +$233K | 0.86% | 33 |
|
|
2020
Q4 | $21.7M | Buy |
61,816
+474
| +0.8% | +$159K | 0.79% | 31 |
|
|
2020
Q3 | $19.1M | Buy |
61,342
+82
| +0.1% | +$25.2K | 0.83% | 31 |
|
|
2020
Q2 | $18.1M | Sell |
61,260
-2,174
| -3% | -$623K | 0.8% | 29 |
|
|
2020
Q1 | $15.8M | Sell |
63,434
-5,029
| -7% | -$1.38M | 0.75% | 32 |
|
|
2019
Q4 | $20.1M | Sell |
68,463
-13,092
| -16% | -$3.43M | 0.56% | 38 |
|
|
2019
Q3 | $17.7M | Buy |
81,555
+6,910
| +9% | +$1.67M | 0.47% | 47 |
|
|
2019
Q2 | $18.2M | Buy |
74,645
+12,920
| +21% | +$3.11M | 0.46% | 48 |
|
|
2019
Q1 | $15.3M | Buy |
61,725
+8,072
| +15% | +$2.06M | 0.39% | 61 |
|
|
2018
Q4 | $13.4M | Buy |
53,653
+898
| +2% | +$237K | 0.34% | 80 |
|
|
2018
Q3 | $14M | Buy |
52,755
+1,085
| +2% | +$282K | 0.34% | 99 |
|
|
2018
Q2 | $12.7M | Sell |
51,670
-3,183
| -6% | -$764K | 0.3% | 97 |
|
|
2018
Q1 | $11.7M | Buy |
54,853
+37,821
| +222% | +$8.64M | 0.3% | 95 |
|
|
2017
Q4 | $3.75M | Buy |
17,032
+4,600
| +37% | +$975K | 0.1% | 276 |
|
|
2017
Q3 | $2.44M | Sell |
12,432
-28
| -0.2% | -$5.41K | 0.06% | 342 |
|
|
2017
Q2 | $2.31M | Sell |
12,460
-10,775
| -46% | -$1.89M | 0.07% | 351 |
|
|
2017
Q1 | $3.81M | Buy |
23,235
+6,622
| +40% | +$1.08M | 0.16% | 168 |
|
|
2016
Q4 | $2.66M | Sell |
16,613
-1,141
| -6% | -$170K | 0.14% | 168 |
|
|
2016
Q3 | $2.48M | Buy |
17,754
+14,921
| +527% | +$2.09M | 0.14% | 178 |
|
|
2016
Q2 | $400K | Sell |
2,833
-62
| -2% | -$8.27K | 0.02% | 326 |
|
|
2016
Q1 | $373K | Buy |
2,895
+754
| +35% | +$89.2K | 0.02% | 291 |
|
|
2015
Q4 | $251K | Buy |
2,141
+329
| +18% | +$38.5K | 0.01% | 371 |
|
|
2015
Q3 | $210K | Buy |
1,812
+53
| +3% | +$6.34K | 0.01% | 407 |
|
|
2015
Q2 | $215K | Buy |
1,759
+16
| +0.9% | +$1.89K | 0.01% | 395 |
|
|
2015
Q1 | $206K | Buy |
+1,743
| New | +$194K | 0.01% | 463 |
|
|
2014
Q3 | – | Sell |
-3,220
| Closed | -$263K | – | 459 |
|
|
2014
Q2 | $263K | Hold |
3,220
| – | – | 0.02% | 373 |
|
|
2014
Q1 | $264K | Buy |
3,220
+75
| +2% | +$5.64K | 0.02% | 319 |
|
|
2013
Q4 | $237K | Sell |
3,145
-158
| -5% | -$11.3K | 0.02% | 322 |
|
|
2013
Q3 | $236K | Buy |
+3,303
| New | +$236K | 0.02% | 333 |
|
Other funds holding UNH
VCM
VPM
Curi RMB Capital's UNH Position: Q1 2026 in Review
Curi RMB Capital increased its UnitedHealth (UNH) stake by 6% in Q1 2026, buying an estimated $135K and bringing the position to 8,046 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #319.
Curi RMB Capital first reported a position in UNH in Q3 2013 and has held it in 49 quarters since. The position peaked at $50.9M in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Curi RMB Capital held 8,046 shares of UnitedHealth worth $2.18M as of Q1 2026.
- Curi RMB Capital bought 452 UnitedHealth shares in Q1 2026, an estimated $135K.
- UnitedHealth made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #319 holding.
- Curi RMB Capital first reported a position in UnitedHealth in Q3 2013 and has held it in 49 quarters since.
- Curi RMB Capital's UnitedHealth position peaked at $50.9M in Q3 2024.
- 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.