DCM
UNH icon

Davis Capital Management’s UnitedHealth UNH Stock Holding History

Davis 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
Q3 		$8.08K Sell
22
-35
-61% -$14.1K ﹤0.01% 276
2026
Q2 		$23.7K Buy
57
+15
+36% +$5.56K 0.01% 210
2026
Q1 		$11.4K Sell
42
-487
-92% -$145K 0.01% 213
2025
Q4 		$175K Sell
529
-516
-49% -$175K 0.12% 85
2025
Q3 		$361K Buy
+1,045
New +$316K 0.25% 66
2025
Q1 		$542K Sell
1,035
-59
-5% -$30.2K 0.43% 61
2024
Q4 		$553K Buy
1,094
+4
+0.4% +$2.27K 0.45% 59
2024
Q3 		$637K Buy
1,090
+101
+10% +$57.1K 0.5% 54
2024
Q2 		$489K Buy
989
+223
+29% +$109K 0.43% 58
2024
Q1 		$375K Sell
766
-67
-8% -$34.1K 0.33% 63
2023
Q4 		$439K Buy
+833
New +$444K 0.42% 58
2020
Q2 		$257K Buy
872
+289
+50% +$82.8K 0.48% 57
2020
Q1 		$145K Buy
+583
New +$160K 0.31% 59

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Davis Capital Management's UNH Position: Q3 2026 in Review

Davis Capital Management reduced its UnitedHealth (UNH) stake by 61% in Q3 2026, selling an estimated $14.1K and leaving 22 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Davis Capital Management first reported a position in UNH in Q1 2020 and has held it in 13 quarters since. The position peaked at $637K in Q3 2024. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Davis Capital Management held 22 shares of UnitedHealth worth $8.08K as of Q3 2026.
  • Davis Capital Management sold 35 UnitedHealth shares in Q3 2026, an estimated $14.1K.
  • UnitedHealth made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #276 holding.
  • Davis Capital Management first reported a position in UnitedHealth in Q1 2020 and has held it in 13 quarters since.
  • Davis Capital Management's UnitedHealth position peaked at $637K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.