Holt Capital Partners’s UnitedHealth UNH Stock Holding History

Holt Capital Partners’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	$359K	Sell	1,325 -40	-3%	-$11.9K	0.05%	137
2025 Q4	$451K	Hold	1,365	–	–	0.06%	122
2025 Q3	$471K	Hold	1,365	–	–	0.08%	114
2025 Q2	$426K	Hold	1,365	–	–	0.07%	118
2025 Q1	$715K	Sell	1,365 -150	-10%	-$76.7K	0.11%	107
2024 Q4	$766K	Buy	1,515 +146	+11%	+$83K	0.12%	105
2024 Q3	$800K	Buy	1,369 +4	+0.3%	+$2.26K	0.12%	104
2024 Q2	$695K	Buy	1,365 +136	+11%	+$66.7K	0.15%	89
2024 Q1	$608K	Buy	1,229 +14	+1%	+$7.12K	0.1%	114
2023 Q4	$640K	Hold	1,215	–	–	0.11%	102
2023 Q3	$613K	Hold	1,215	–	–	0.12%	101
2023 Q2	$584K	Buy	1,215 +50	+4%	+$24.4K	0.11%	105
2023 Q1	$551K	Hold	1,165	–	–	0.11%	104
2022 Q4	$618K	Hold	1,165	–	–	0.12%	96
2022 Q3	$588K	Buy	1,165 +5	+0.4%	+$2.63K	0.18%	82
2022 Q2	$596K	Hold	1,160	–	–	0.12%	101
2022 Q1	$592K	Hold	1,160	–	–	0.11%	110
2021 Q4	$582K	Hold	1,160	–	–	0.1%	107
2021 Q3	$453K	Hold	1,160	–	–	0.09%	117
2021 Q2	$465K	Hold	1,160	–	–	0.09%	114
2021 Q1	$432K	Hold	1,160	–	–	0.09%	110
2020 Q4	$407K	Buy	1,160 +35	+3%	+$11.7K	0.09%	111
2020 Q3	$351K	Hold	1,125	–	–	0.09%	111
2020 Q2	$332K	Hold	1,125	–	–	0.09%	112
2020 Q1	$281K	Sell	1,125 -248	-18%	-$68.2K	0.09%	110
2019 Q4	$404K	Buy	1,373 +248	+22%	+$64.9K	0.1%	113
2019 Q3	$244K	Hold	1,125	–	–	0.07%	130
2019 Q2	$275K	Hold	1,125	–	–	0.08%	126
2019 Q1	$278K	Hold	1,125	–	–	0.08%	125
2018 Q4	$280K	Hold	1,125	–	–	0.09%	120
2018 Q3	$299K	Hold	1,125	–	–	0.08%	121
2018 Q2	$276K	Hold	1,125	–	–	0.08%	126
2018 Q1	$241K	Hold	1,125	–	–	0.07%	129
2017 Q4	$248K	Hold	1,125	–	–	0.08%	131
2017 Q3	$220K	Hold	1,125	–	–	0.07%	134
2017 Q2	$209K	Buy	+1,125	New	+$197K	0.07%	132
2016 Q2	–	Sell	-1,125	Closed	-$145K	–	195
2016 Q1	$145K	Buy	+1,125	New	+$133K	0.06%	126
2015 Q4	–	Sell	-1,125	Closed	-$131K	–	195
2015 Q3	$131K	Hold	1,125	–	–	0.05%	124
2015 Q2	$137K	Hold	1,125	–	–	0.06%	127
2015 Q1	$133K	Hold	1,125	–	–	0.05%	127
2014 Q4	$114K	Buy	+1,125	New	+$107K	0.05%	135
2014 Q3	–	Sell	-1,125	Closed	-$92K	–	183
2014 Q2	$92K	Hold	1,125	–	–	0.05%	117
2014 Q1	$92K	Hold	1,125	–	–	0.05%	111
2013 Q4	$85K	Buy	+1,125	New	+$80.8K	0.05%	118

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

Holt Capital Partners's UNH Position: Q1 2026 in Review

Holt Capital Partners reduced its UnitedHealth (UNH) stake by 2.9% in Q1 2026, selling an estimated $11.9K and leaving 1,325 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #137.

Holt Capital Partners first reported a position in UNH in Q4 2013 and has held it in 44 quarters since. The position peaked at $800K in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Holt Capital Partners held 1,325 shares of UnitedHealth worth $359K as of Q1 2026.
Holt Capital Partners sold 40 UnitedHealth shares in Q1 2026, an estimated $11.9K.
UnitedHealth made up 0.05% of Holt Capital Partners's portfolio in Q1 2026, its #137 holding.
Holt Capital Partners first reported a position in UnitedHealth in Q4 2013 and has held it in 44 quarters since.
Holt Capital Partners's UnitedHealth position peaked at $800K in Q3 2024.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Holt Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.