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Fairscale Capital’s UnitedHealth UNH Stock Holding History

Fairscale 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 		$446K Sell
1,649
-55
-3% -$16.4K 0.31% 53
2025
Q4 		$562K Sell
1,704
-473
-22% -$160K 0.37% 45
2025
Q3 		$752K Sell
2,177
-168
-7% -$50.8K 0.52% 34
2025
Q2 		$585K Sell
2,345
-147
-6% -$56.2K 0.43% 39
2025
Q1 		$1.3M Buy
2,492
+9
+0.4% +$4.6K 1.18% 18
2024
Q4 		$1.26M Sell
2,483
-61
-2% -$34.7K 1.08% 22
2024
Q3 		$1.49M Sell
2,544
-60
-2% -$33.9K 1.3% 14
2024
Q2 		$1.43M Buy
+2,604
New +$1.28M 1.27% 13

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fairscale Capital's UNH Position: Q1 2026 in Review

Fairscale Capital reduced its UnitedHealth (UNH) stake by 3.2% in Q1 2026, selling an estimated $16.4K and leaving 1,649 shares worth $446K. The position accounts for 0.31% of the portfolio, ranked #53.

Fairscale Capital first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Fairscale Capital held 1,649 shares of UnitedHealth worth $446K as of Q1 2026.
  • Fairscale Capital sold 55 UnitedHealth shares in Q1 2026, an estimated $16.4K.
  • UnitedHealth made up 0.31% of Fairscale Capital's portfolio in Q1 2026, its #53 holding.
  • Fairscale Capital first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • Fairscale Capital's UnitedHealth position peaked at $1.49M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.