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Genesee Capital Advisors’s UnitedHealth UNH Stock Holding History

Genesee Capital Advisors’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 		$449K Buy
1,660
+17
+1% +$5.06K 0.19% 89
2025
Q4 		$542K Buy
1,643
+218
+15% +$73.9K 0.22% 78
2025
Q3 		$492K Buy
1,425
+339
+31% +$103K 0.21% 75
2025
Q2 		$339K Buy
1,086
+8
+0.7% +$3.06K 0.15% 95
2025
Q1 		$565K Sell
1,078
-13
-1% -$6.65K 0.28% 76
2024
Q4 		$552K Buy
1,091
+101
+10% +$57.4K 0.26% 74
2024
Q3 		$579K Buy
990
+18
+2% +$10.2K 0.28% 70
2024
Q2 		$495K Sell
972
-2
-0.2% -$980 0.24% 75
2024
Q1 		$482K Buy
974
+3
+0.3% +$1.52K 0.26% 72
2023
Q4 		$511K Buy
971
+130
+15% +$69.3K 0.32% 64
2023
Q3 		$424K Sell
841
-1,803
-68% -$887K 0.3% 65
2023
Q2 		$1.27M Sell
2,644
-270
-9% -$132K 0.87% 30
2023
Q1 		$1.38M Sell
2,914
-55
-2% -$26.5K 0.98% 24
2022
Q4 		$1.57M Buy
2,969
+80
+3% +$42.4K 1.17% 22
2022
Q3 		$1.46M Buy
2,889
+9
+0.3% +$4.73K 1.11% 24
2022
Q2 		$1.48M Buy
2,880
+341
+13% +$171K 1.03% 27
2022
Q1 		$1.29M Buy
2,539
+429
+20% +$207K 0.68% 39
2021
Q4 		$1.06M Buy
2,110
+25
+1% +$11.3K 0.51% 47
2021
Q3 		$815K Buy
+2,085
New +$864K 0.4% 59
2019
Q3 		– Sell
-7,005
Closed -$1.71M – 74
2019
Q2 		$1.71M Sell
7,005
-187
-3% -$45K 1.72% 16
2019
Q1 		$1.78M Buy
7,192
+507
+8% +$129K 2.14% 14
2018
Q4 		$1.67M Buy
+6,685
New +$1.77M 2.72% 11

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

Genesee Capital Advisors's UNH Position: Q1 2026 in Review

Genesee Capital Advisors increased its UnitedHealth (UNH) stake by 1% in Q1 2026, buying an estimated $5.06K and bringing the position to 1,660 shares worth $449K. The position accounts for 0.19% of the portfolio, ranked #89.

Genesee Capital Advisors first reported a position in UNH in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.78M in Q1 2019. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Genesee Capital Advisors held 1,660 shares of UnitedHealth worth $449K as of Q1 2026.
  • Genesee Capital Advisors bought 17 UnitedHealth shares in Q1 2026, an estimated $5.06K.
  • UnitedHealth made up 0.19% of Genesee Capital Advisors's portfolio in Q1 2026, its #89 holding.
  • Genesee Capital Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 22 quarters since.
  • Genesee Capital Advisors's UnitedHealth position peaked at $1.78M in Q1 2019.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.