Kapitalo Investimentos’s UnitedHealth UNH Stock Holding History

Kapitalo Investimentos’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	–	Sell	-8,826	Closed	-$2.91M	–	68
2025 Q4	$2.91M	Sell	8,826 -47	-0.5%	-$15.9K	0.56%	26
2025 Q3	$3.06M	Buy	+8,873	New	+$2.68M	0.57%	29
2025 Q1	–	Sell	-81	Closed	-$41K	–	312
2024 Q4	$41K	Buy	+81	New	+$46K	0.03%	230
2024 Q2	–	Sell	-930	Closed	-$460K	–	305
2024 Q1	$460K	Sell	930 -170	-15%	-$86.4K	0.1%	97
2023 Q4	$579K	Buy	1,100 +848	+337%	+$452K	0.12%	82
2023 Q3	$127K	Sell	252 -521	-67%	-$256K	0.02%	363
2023 Q2	$372K	Buy	+773	New	+$378K	0.07%	151

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kapitalo Investimentos's UNH Position: Q1 2026 in Review

Kapitalo Investimentos sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 8,826 shares — an estimated $2.91M sold.

Kapitalo Investimentos first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $3.06M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Kapitalo Investimentos reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Kapitalo Investimentos sold 8,826 UnitedHealth shares in Q1 2026, an estimated $2.91M.
Kapitalo Investimentos first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
Kapitalo Investimentos's UnitedHealth position peaked at $3.06M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kapitalo Investimentos's 13F filing for Q1 2026, filed 7 May 2026.