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 		– Sell
-400
Closed -$132K – 627
2025
Q4 		$132K Buy
+400
New +$136K ﹤0.01% 526
2017
Q1 		– Sell
-2,000
Closed -$320K – 375
2016
Q4 		$320K Buy
+2,000
New +$299K 0.03% 296

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. 3,020 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.
  • 3,020 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.