Heron Bay Capital Management’s UnitedHealth UNH Stock Holding History

Heron Bay Capital Management’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	$210K	Hold	776	–	–	0.02%	73
2025 Q4	$256K	Hold	776	–	–	0.05%	82
2025 Q3	$268K	Hold	776	–	–	0.05%	79
2025 Q2	$242K	Sell	776 -877	-53%	-$335K	0.05%	81
2025 Q1	$866K	Sell	1,653 -6	-0.4%	-$3.07K	0.18%	54
2024 Q4	$839K	Sell	1,659 -35	-2%	-$19.9K	0.18%	53
2024 Q3	$990K	Buy	1,694 +71	+4%	+$40.2K	0.21%	50
2024 Q2	$827K	Sell	1,623 -6	-0.4%	-$2.94K	0.18%	54
2024 Q1	$806K	Sell	1,629 -8	-0.5%	-$4.07K	0.17%	53
2023 Q4	$862K	Hold	1,637	–	–	0.2%	49
2023 Q3	$825K	Sell	1,637 -88	-5%	-$43.3K	0.22%	46
2023 Q2	$829K	Hold	1,725	–	–	0.23%	50
2023 Q1	$815K	Sell	1,725 -8	-0.5%	-$3.86K	0.32%	50
2022 Q4	$919K	Hold	1,733	–	–	0.57%	41
2022 Q3	$875K	Hold	1,733	–	–	0.6%	38
2022 Q2	$890K	Sell	1,733 -3	-0.2%	-$1.51K	0.54%	43
2022 Q1	$885K	Hold	1,736	–	–	0.43%	46
2021 Q4	$872K	Hold	1,736	–	–	0.43%	52
2021 Q3	$678K	Sell	1,736 -23	-1%	-$9.53K	0.35%	55
2021 Q2	$704K	Sell	1,759 -575	-25%	-$229K	0.39%	57
2021 Q1	$868K	Sell	2,334 -108	-4%	-$37.4K	0.52%	51
2020 Q4	$856K	Buy	+2,442	New	+$819K	0.56%	54

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heron Bay Capital Management's UNH Position: Q1 2026 in Review

Heron Bay Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 776 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #73.

Heron Bay Capital Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $990K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Heron Bay Capital Management held 776 shares of UnitedHealth worth $210K as of Q1 2026.
Heron Bay Capital Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.02% of Heron Bay Capital Management's portfolio in Q1 2026, its #73 holding.
Heron Bay Capital Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Heron Bay Capital Management's UnitedHealth position peaked at $990K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Heron Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.