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Ionic Capital Management’s UnitedHealth UNH Stock Holding History

Ionic 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 		$300K Sell
1,109
-159
-13% -$47.4K 0.02% 106
2025
Q4 		$419K Buy
+1,268
New +$430K 0.05% 89
2023
Q4 		– Sell
-1,051
Closed -$530K – 235
2023
Q3 		$530K Buy
+1,051
New +$517K 0.13% 110

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

Ionic Capital Management's UNH Position: Q1 2026 in Review

Ionic Capital Management reduced its UnitedHealth (UNH) stake by 13% in Q1 2026, selling an estimated $47.4K and leaving 1,109 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #106.

Ionic Capital Management first reported a position in UNH in Q3 2023 and has held it in 3 quarters since. The position peaked at $530K in Q3 2023. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ionic Capital Management held 1,109 shares of UnitedHealth worth $300K as of Q1 2026.
  • Ionic Capital Management sold 159 UnitedHealth shares in Q1 2026, an estimated $47.4K.
  • UnitedHealth made up 0.02% of Ionic Capital Management's portfolio in Q1 2026, its #106 holding.
  • Ionic Capital Management first reported a position in UnitedHealth in Q3 2023 and has held it in 3 quarters since.
  • Ionic Capital Management's UnitedHealth position peaked at $530K in Q3 2023.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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