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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
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 $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

Inscription Capital's UNH Position: Q1 2026 in Review

Inscription Capital reduced its UnitedHealth (UNH) stake by 25% in Q1 2026, selling an estimated $458K and leaving 4,570 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #143.

Inscription Capital first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.2M in Q2 2022. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Inscription Capital held 4,570 shares of UnitedHealth worth $1.24M as of Q1 2026.
  • Inscription Capital sold 1,538 UnitedHealth shares in Q1 2026, an estimated $458K.
  • UnitedHealth made up 0.13% of Inscription Capital's portfolio in Q1 2026, its #143 holding.
  • Inscription Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
  • Inscription Capital's UnitedHealth position peaked at $3.2M in Q2 2022.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.