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Islay Capital Management’s UnitedHealth UNH Stock Holding History

Islay 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 		$593K Buy
2,191
+2,091
+2,091% +$623K 0.3% 71
2025
Q4 		$33K Hold
100
– – 0.02% 130
2025
Q3 		$34.5K Hold
100
– – 0.02% 143
2025
Q2 		$31.2K Buy
+100
New +$38.2K 0.02% 133
2025
Q1 		– Sell
-2,847
Closed -$1.44M – 215
2024
Q4 		$1.44M Buy
2,847
+119
+4% +$67.6K 1% 28
2024
Q3 		$1.6M Hold
2,728
– – 1.07% 27
2024
Q2 		$1.39M Buy
2,728
+402
+17% +$197K 1% 34
2024
Q1 		$1.15M Sell
2,326
-26
-1% -$13.2K 0.86% 35
2023
Q4 		$1.24M Buy
2,352
+324
+16% +$173K 0.96% 30
2023
Q3 		$1.02M Buy
2,028
+102
+5% +$50.2K 0.86% 32
2023
Q2 		$926K Hold
1,926
– – 0.82% 34
2023
Q1 		$910K Buy
1,926
+553
+40% +$267K 0.89% 27
2022
Q4 		$728K Hold
1,373
– – 0.83% 34
2022
Q3 		$694K Sell
1,373
-35
-2% -$18.4K 0.82% 30
2022
Q2 		$723K Sell
1,408
-116
-8% -$58.3K 0.75% 32
2022
Q1 		$777K Buy
1,524
+30
+2% +$14.5K 0.65% 36
2021
Q4 		$750K Buy
1,494
+12
+0.8% +$5.43K 0.57% 39
2021
Q3 		$579K Buy
1,482
+59
+4% +$24.4K 0.45% 50
2021
Q2 		$570K Sell
1,423
-157
-10% -$62.6K 0.46% 49
2021
Q1 		$588K Buy
1,580
+262
+20% +$90.8K 0.49% 47
2020
Q4 		$462K Sell
1,318
-25
-2% -$8.38K 0.42% 48
2020
Q3 		$419K Hold
1,343
– – 0.43% 44
2020
Q2 		$396K Buy
1,343
+301
+29% +$86.2K 0.46% 46
2020
Q1 		$260K Buy
1,042
+497
+91% +$137K 0.34% 51
2019
Q4 		$160K Buy
+545
New +$143K 0.15% 85

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

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

Islay Capital Management increased its UnitedHealth (UNH) stake by 2,091% in Q1 2026, buying an estimated $623K and bringing the position to 2,191 shares worth $593K. The position accounts for 0.3% of the portfolio, ranked #71.

Islay Capital Management first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.6M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Islay Capital Management held 2,191 shares of UnitedHealth worth $593K as of Q1 2026.
  • Islay Capital Management bought 2,091 UnitedHealth shares in Q1 2026, an estimated $623K.
  • UnitedHealth made up 0.3% of Islay Capital Management's portfolio in Q1 2026, its #71 holding.
  • Islay Capital Management first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • Islay Capital Management's UnitedHealth position peaked at $1.6M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.