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Inkwell Capital’s UnitedHealth UNH Stock Holding History

Inkwell Capital’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 		$1.84M Sell
6,804
-46
-0.7% -$13.7K 1.87% 28
2025
Q4 		$2.26M Sell
6,850
-47
-0.7% -$15.9K 2.3% 24
2025
Q3 		$2.38M Buy
6,897
+2,688
+64% +$813K 2.43% 23
2025
Q2 		$1.31M Sell
4,209
-28
-0.7% -$10.7K 1.41% 24
2025
Q1 		$2.22M Sell
4,237
-29
-0.7% -$14.8K 2.42% 22
2024
Q4 		$2.16M Buy
+4,266
New +$2.42M 2.31% 20

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

Inkwell Capital's UNH Position: Q1 2026 in Review

Inkwell Capital reduced its UnitedHealth (UNH) stake by 0.67% in Q1 2026, selling an estimated $13.7K and leaving 6,804 shares worth $1.84M. The position accounts for 1.87% of the portfolio, ranked #28.

Inkwell Capital first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.38M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Inkwell Capital held 6,804 shares of UnitedHealth worth $1.84M as of Q1 2026.
  • Inkwell Capital sold 46 UnitedHealth shares in Q1 2026, an estimated $13.7K.
  • UnitedHealth made up 1.87% of Inkwell Capital's portfolio in Q1 2026, its #28 holding.
  • Inkwell Capital first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Inkwell Capital's UnitedHealth position peaked at $2.38M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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