Eagle Capital Management (New York)’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 | $1.59B | Buy |
5,859,325
+158,879
| +3% | +$47.3M | 5.32% | 4 |
|
|
2025
Q4 | $1.88B | Buy |
5,700,446
+285,934
| +5% | +$96.9M | 5.86% | 3 |
|
|
2025
Q3 | $1.87B | Buy |
5,414,512
+42,892
| +0.8% | +$13M | 5.95% | 4 |
|
|
2025
Q2 | $1.68B | Buy |
5,371,620
+2,673,994
| +99% | +$1.02B | 5.52% | 4 |
|
|
2025
Q1 | $1.41B | Buy |
2,697,626
+398,515
| +17% | +$204M | 5.15% | 5 |
|
|
2024
Q4 | $1.16B | Buy |
2,299,111
+8,953
| +0.4% | +$5.09M | 4.24% | 8 |
|
|
2024
Q3 | $1.34B | Sell |
2,290,158
-2,799
| -0.1% | -$1.58M | 4.97% | 7 |
|
|
2024
Q2 | $1.17B | Buy |
2,292,957
+687,328
| +43% | +$337M | 4.33% | 8 |
|
|
2024
Q1 | $794M | Sell |
1,605,629
-180,898
| -10% | -$92M | 3.07% | 18 |
|
|
2023
Q4 | $941M | Sell |
1,786,527
-40,933
| -2% | -$21.8M | 3.99% | 11 |
|
|
2023
Q3 | $921M | Sell |
1,827,460
-49,190
| -3% | -$24.2M | 4.27% | 10 |
|
|
2023
Q2 | $902M | Sell |
1,876,650
-128,513
| -6% | -$62.8M | 4.05% | 11 |
|
|
2023
Q1 | $948M | Sell |
2,005,163
-180,603
| -8% | -$87.2M | 4.32% | 8 |
|
|
2022
Q4 | $1.16B | Sell |
2,185,766
-726,183
| -25% | -$385M | 5.49% | 5 |
|
|
2022
Q3 | $1.47B | Buy |
2,911,949
+41,703
| +1% | +$21.9M | 6.7% | 4 |
|
|
2022
Q2 | $1.47B | Sell |
2,870,246
-34,388
| -1% | -$17.3M | 6.41% | 3 |
|
|
2022
Q1 | $1.48B | Sell |
2,904,634
-103,868
| -3% | -$50.1M | 5% | 6 |
|
|
2021
Q4 | $1.51B | Sell |
3,008,502
-76,328
| -2% | -$34.6M | 4.51% | 7 |
|
|
2021
Q3 | $1.21B | Sell |
3,084,830
-131,350
| -4% | -$54.4M | 3.54% | 15 |
|
|
2021
Q2 | $1.29B | Sell |
3,216,180
-43,629
| -1% | -$17.4M | 3.68% | 15 |
|
|
2021
Q1 | $1.21B | Sell |
3,259,809
-139,915
| -4% | -$48.5M | 3.74% | 13 |
|
|
2020
Q4 | $1.19B | Sell |
3,399,724
-136,388
| -4% | -$45.7M | 3.79% | 14 |
|
|
2020
Q3 | $1.1B | Sell |
3,536,112
-109,808
| -3% | -$33.7M | 3.96% | 10 |
|
|
2020
Q2 | $1.08B | Buy |
3,645,920
+105,983
| +3% | +$30.4M | 3.93% | 11 |
|
|
2020
Q1 | $883M | Sell |
3,539,937
-64,654
| -2% | -$17.8M | 3.66% | 12 |
|
|
2019
Q4 | $1.06B | Sell |
3,604,591
-123,883
| -3% | -$32.4M | 3.38% | 12 |
|
|
2019
Q3 | $810M | Sell |
3,728,474
-22,702
| -0.6% | -$5.48M | 2.85% | 15 |
|
|
2019
Q2 | $915M | Sell |
3,751,176
-676,520
| -15% | -$163M | 3.2% | 12 |
|
|
2019
Q1 | $1.09B | Sell |
4,427,696
-643,157
| -13% | -$164M | 4.15% | 11 |
|
|
2018
Q4 | $1.26B | Sell |
5,070,853
-3,949
| -0.1% | -$1.04M | 5.16% | 6 |
|
|
2018
Q3 | $1.35B | Sell |
5,074,802
-122,976
| -2% | -$32M | 4.63% | 6 |
|
|
2018
Q2 | $1.28B | Sell |
5,197,778
-152,966
| -3% | -$36.7M | 4.63% | 7 |
|
|
2018
Q1 | $1.15B | Sell |
5,350,744
-228,535
| -4% | -$52.2M | 4.24% | 9 |
|
|
2017
Q4 | $1.23B | Sell |
5,579,279
-251,641
| -4% | -$53.3M | 4.57% | 9 |
|
|
2017
Q3 | $1.14B | Sell |
5,830,920
-180,564
| -3% | -$34.9M | 4.41% | 9 |
|
|
2017
Q2 | $1.11B | Sell |
6,011,484
-288,040
| -5% | -$50.5M | 4.36% | 10 |
|
|
2017
Q1 | $1.03B | Sell |
6,299,524
-266,469
| -4% | -$43.6M | 4.22% | 11 |
|
|
2016
Q4 | $1.05B | Sell |
6,565,993
-470,143
| -7% | -$70.2M | 4.45% | 10 |
|
|
2016
Q3 | $985M | Sell |
7,036,136
-542,312
| -7% | -$76M | 4.25% | 10 |
|
|
2016
Q2 | $1.07B | Sell |
7,578,448
-236,131
| -3% | -$31.5M | 4.6% | 9 |
|
|
2016
Q1 | $1.01B | Sell |
7,814,579
-84,825
| -1% | -$10M | 4.22% | 10 |
|
|
2015
Q4 | $929M | Buy |
7,899,404
+309,704
| +4% | +$36.2M | 3.8% | 10 |
|
|
2015
Q3 | $880M | Sell |
7,589,700
-1,123,677
| -13% | -$134M | 3.86% | 10 |
|
|
2015
Q2 | $1.06B | Sell |
8,713,377
-2,189,887
| -20% | -$259M | 4.18% | 8 |
|
|
2015
Q1 | $1.29B | Sell |
10,903,264
-374,118
| -3% | -$41.5M | 4.79% | 7 |
|
|
2014
Q4 | $1.14B | Sell |
11,277,382
-397,683
| -3% | -$37.7M | 4.3% | 7 |
|
|
2014
Q3 | $1.01B | Sell |
11,675,065
-4,493
| -0% | -$380K | 3.89% | 9 |
|
|
2014
Q2 | $955M | Sell |
11,679,558
-34,525
| -0.3% | -$2.72M | 3.78% | 10 |
|
|
2014
Q1 | $960M | Buy |
11,714,083
+134,889
| +1% | +$10.2M | 3.9% | 8 |
|
|
2013
Q4 | $872M | Buy |
11,579,194
+335,543
| +3% | +$24.1M | 3.73% | 12 |
|
|
2013
Q3 | $805M | Buy |
11,243,651
+272,140
| +2% | +$19.5M | 3.9% | 9 |
|
|
2013
Q2 | $718M | Buy |
+10,971,511
| New | +$683M | 3.85% | 12 |
|
Other funds holding UNH
VCM
VPM
Eagle Capital Management (New York)'s UNH Position: Q1 2026 in Review
Eagle Capital Management (New York) increased its UnitedHealth (UNH) stake by 2.8% in Q1 2026, buying an estimated $47.3M and bringing the position to 5,859,325 shares worth $1.59B. The position accounts for 5.32% of the portfolio, ranked #4.
Eagle Capital Management (New York) first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.88B in Q4 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Eagle Capital Management (New York) held 5,859,325 shares of UnitedHealth worth $1.59B as of Q1 2026.
- Eagle Capital Management (New York) bought 158,879 UnitedHealth shares in Q1 2026, an estimated $47.3M.
- UnitedHealth made up 5.32% of Eagle Capital Management (New York)'s portfolio in Q1 2026, its #4 holding.
- Eagle Capital Management (New York) first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Eagle Capital Management (New York)'s UnitedHealth position peaked at $1.88B in Q4 2025.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Eagle Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.