FCH
UNH icon

Freestone Capital Holdings’s UnitedHealth UNH Stock Holding History

Freestone Capital Holdings’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 		$7.15M Buy
26,419
+402
+2% +$120K 0.22% 76
2025
Q4 		$8.59M Sell
26,017
-421
-2% -$143K 0.25% 67
2025
Q3 		$9.13M Sell
26,438
-6,602
-20% -$2M 0.28% 62
2025
Q2 		$10.3M Buy
33,040
+9,332
+39% +$3.57M 0.35% 53
2025
Q1 		$12.4M Sell
23,708
-11,391
-32% -$5.82M 0.46% 43
2024
Q4 		$17.8M Buy
35,099
+205
+0.6% +$116K 0.61% 29
2024
Q3 		$20.4M Sell
34,894
-652
-2% -$369K 0.7% 24
2024
Q2 		$18.1M Buy
35,546
+999
+3% +$490K 0.65% 27
2024
Q1 		$17.1M Sell
34,547
-8,172
-19% -$4.15M 0.64% 28
2023
Q4 		$22.5M Buy
42,719
+354
+0.8% +$189K 1.01% 17
2023
Q3 		$21.4M Sell
42,365
-1,627
-4% -$801K 1.13% 16
2023
Q2 		$21.1M Buy
43,992
+1,088
+3% +$532K 0.85% 19
2023
Q1 		$20.3M Sell
42,904
-270
-0.6% -$130K 0.9% 16
2022
Q4 		$22.9M Sell
43,174
-1,812
-4% -$960K 1.05% 15
2022
Q3 		$22.7M Sell
44,986
-4,549
-9% -$2.39M 1.02% 14
2022
Q2 		$25.4M Sell
49,535
-8,387
-14% -$4.21M 0.97% 14
2022
Q1 		$29.5M Buy
57,922
+4,422
+8% +$2.13M 1.19% 14
2021
Q4 		$26.9M Buy
53,500
+3,255
+6% +$1.47M 1.14% 15
2021
Q3 		$19.6M Buy
50,245
+4,324
+9% +$1.79M 0.98% 17
2021
Q2 		$18.4M Buy
45,921
+1,659
+4% +$662K 0.92% 18
2021
Q1 		$16.5M Buy
44,262
+2,945
+7% +$1.02M 0.9% 17
2020
Q4 		$14.5M Sell
41,317
-1,562
-4% -$524K 0.85% 21
2020
Q3 		$13.4M Sell
42,879
-3,605
-8% -$1.11M 0.87% 21
2020
Q2 		$13.7K Buy
46,484
+10,614
+30% +$3.04M 0.16% 23
2020
Q1 		$8.95K Buy
35,870
+1,395
+4% +$384K 0.19% 32
2019
Q4 		$10.1K Buy
34,475
+3,828
+12% +$1M 0.21% 33
2019
Q3 		$6.66K Sell
30,647
-915
-3% -$221K 0.16% 53
2019
Q2 		$7.7K Buy
31,562
+23,654
+299% +$5.69M 0.2% 47
2019
Q1 		$1.96M Buy
7,908
+1,903
+32% +$485K 0.12% 163
2018
Q4 		$1.5M Buy
6,005
+2,215
+58% +$585K 0.1% 175
2018
Q3 		$1.01M Buy
3,790
+2,922
+337% +$760K 0.01% 218
2018
Q2 		$213K Buy
+868
New +$208K ﹤0.01% 339
2017
Q1 		– Sell
-1,967
Closed -$315K – 374
2016
Q4 		$315K Sell
1,967
-10
-0.5% -$1.49K 0.03% 297
2016
Q3 		$277K Buy
1,977
+36
+2% +$5.04K 0.03% 304
2016
Q2 		$274K Buy
1,941
+209
+12% +$27.9K 0.03% 294
2016
Q1 		$223K Buy
+1,732
New +$205K 0.02% 305
2015
Q4 		– Sell
-1,939
Closed -$225K – 381
2015
Q3 		$225K Buy
+1,939
New +$232K 0.02% 305
2014
Q1 		– Sell
-7,487
Closed -$564K – 297
2013
Q4 		$564K Buy
7,487
+1,912
+34% +$137K 0.1% 178
2013
Q3 		$310K Buy
+5,575
New +$399K 0.06% 275

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

Freestone Capital Holdings's UNH Position: Q1 2026 in Review

Freestone Capital Holdings increased its UnitedHealth (UNH) stake by 1.5% in Q1 2026, buying an estimated $120K and bringing the position to 26,419 shares worth $7.15M. The position accounts for 0.22% of the portfolio, ranked #76.

Freestone Capital Holdings first reported a position in UNH in Q3 2013 and has held it in 39 quarters since. The position peaked at $29.5M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Freestone Capital Holdings held 26,419 shares of UnitedHealth worth $7.15M as of Q1 2026.
  • Freestone Capital Holdings bought 402 UnitedHealth shares in Q1 2026, an estimated $120K.
  • UnitedHealth made up 0.22% of Freestone Capital Holdings's portfolio in Q1 2026, its #76 holding.
  • Freestone Capital Holdings first reported a position in UnitedHealth in Q3 2013 and has held it in 39 quarters since.
  • Freestone Capital Holdings's UnitedHealth position peaked at $29.5M in Q1 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.