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Inscription Capital’s UnitedHealth UNH Stock Holding History

Inscription 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
Q2 		$2.48M Buy
5,967
+1,397
+31% +$518K 0.22% 86
2026
Q1 		$1.24M Sell
4,570
-1,538
-25% -$458K 0.13% 143
2025
Q4 		$2.02M Buy
6,108
+525
+9% +$178K 0.21% 78
2025
Q3 		$1.93M Buy
5,583
+1,325
+31% +$401K 0.21% 74
2025
Q2 		$1.33M Sell
4,258
-1,829
-30% -$699K 0.19% 84
2025
Q1 		$3.01M Buy
+6,087
New +$3.11M 0.5% 42
2024
Q3 		$3.18M Sell
5,441
-294
-5% -$166K 0.47% 42
2024
Q2 		$2.92M Sell
5,735
-352
-6% -$173K 0.47% 44
2024
Q1 		$3.01M Buy
6,087
+767
+14% +$390K 0.5% 42
2023
Q4 		$2.8M Buy
5,320
+483
+10% +$258K 0.77% 28
2023
Q3 		$2.44M Sell
4,837
-492
-9% -$242K 0.8% 27
2023
Q2 		$2.56M Sell
5,329
-83
-2% -$40.6K 0.8% 26
2023
Q1 		$2.56M Buy
5,412
+105
+2% +$50.7K 0.68% 33
2022
Q4 		$2.81M Sell
5,307
-228
-4% -$121K 0.96% 22
2022
Q3 		$2.8M Sell
5,535
-691
-11% -$363K 0.79% 22
2022
Q2 		$3.2M Buy
6,226
+616
+11% +$309K 0.58% 36
2022
Q1 		$2.86M Sell
5,610
-73
-1% -$35.2K 0.82% 28
2021
Q4 		$2.85M Buy
5,683
+1,504
+36% +$681K 0.78% 33
2021
Q3 		$1.63M Sell
4,179
-2,326
-36% -$963K 0.51% 51
2021
Q2 		$2.6M Buy
6,505
+3,211
+97% +$1.28M 0.3% 74
2021
Q1 		$1.23M Sell
3,294
-330
-9% -$114K 0.42% 64
2020
Q4 		$1.27M Buy
3,624
+11
+0.3% +$3.69K 0.49% 57
2020
Q3 		$1.13M Sell
3,613
-115
-3% -$35.3K 0.5% 57
2020
Q2 		$1.1M Buy
3,728
+420
+13% +$120K 0.61% 48
2020
Q1 		$825K Sell
3,308
-1,011
-23% -$278K 0.55% 49
2019
Q4 		$1.27M Buy
4,319
+1,106
+34% +$289K 0.56% 52
2019
Q3 		$698K Buy
+3,213
New +$775K 0.38% 70
2019
Q2 		– Sell
-698
Closed -$173K – 224
2019
Q1 		$173K Sell
698
-195
-22% -$49.7K 0.09% 128
2018
Q4 		$222K Buy
+893
New +$236K 0.12% 123

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Inscription Capital's UNH Position: Q2 2026 in Review

Inscription Capital increased its UnitedHealth (UNH) stake by 31% in Q2 2026, buying an estimated $518K and bringing the position to 5,967 shares worth $2.48M. The position accounts for 0.22% of the portfolio, ranked #86.

Inscription Capital first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.2M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Inscription Capital held 5,967 shares of UnitedHealth worth $2.48M as of Q2 2026.
  • Inscription Capital bought 1,397 UnitedHealth shares in Q2 2026, an estimated $518K.
  • UnitedHealth made up 0.22% of Inscription Capital's portfolio in Q2 2026, its #86 holding.
  • Inscription Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Inscription Capital's UnitedHealth position peaked at $3.2M in Q2 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.