Machina Capital’s UnitedHealth UNH Stock Holding History

Machina 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	$2.69M	Sell	9,930 -4,349	-30%	-$1.3M	0.53%	56
2025 Q4	$4.71M	Buy	+14,279	New	+$4.84M	0.9%	14
2025 Q2	–	Sell	-3,334	Closed	-$1.75M	–	406
2025 Q1	$1.75M	Buy	3,334 +2,634	+376%	+$1.35M	0.52%	68
2024 Q4	$354K	Buy	+700	New	+$398K	0.15%	205
2024 Q2	–	Sell	-1,621	Closed	-$802K	–	354
2024 Q1	$802K	Buy	1,621 +83	+5%	+$42.2K	0.42%	91
2023 Q4	$810K	Buy	+1,538	New	+$820K	0.52%	67
2023 Q3	–	Sell	-2,529	Closed	-$1.22M	–	365
2023 Q2	$1.22M	Buy	2,529 +2,495	+7,338%	+$1.22M	0.69%	27
2023 Q1	$16.1K	Sell	34 -596	-95%	-$288K	0.01%	399
2022 Q4	$334K	Buy	+630	New	+$334K	0.62%	73
2022 Q1	–	Sell	-755	Closed	-$379K	–	190
2021 Q4	$379K	Sell	755 -704	-48%	-$319K	0.91%	37
2021 Q3	$570K	Buy	+1,459	New	+$604K	1.23%	16
2020 Q1	–	Sell	-8,709	Closed	-$2.56M	–	282
2019 Q4	$2.56M	Buy	8,709 +6,944	+393%	+$1.82M	1.02%	3
2019 Q3	$384K	Sell	1,765 -10,646	-86%	-$2.57M	0.18%	185
2019 Q2	$3.03M	Buy	12,411 +9,161	+282%	+$2.2M	1.13%	6
2019 Q1	$804K	Buy	3,250 +3,212	+8,453%	+$819K	0.32%	115
2018 Q4	$9K	Buy	+38	New	+$10K	0.01%	260

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

Machina Capital's UNH Position: Q1 2026 in Review

Machina Capital reduced its UnitedHealth (UNH) stake by 30% in Q1 2026, selling an estimated $1.3M and leaving 9,930 shares worth $2.69M. The position accounts for 0.53% of the portfolio, ranked #56.

Machina Capital first reported a position in UNH in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.71M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Machina Capital held 9,930 shares of UnitedHealth worth $2.69M as of Q1 2026.
Machina Capital sold 4,349 UnitedHealth shares in Q1 2026, an estimated $1.3M.
UnitedHealth made up 0.53% of Machina Capital's portfolio in Q1 2026, its #56 holding.
Machina Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 16 quarters since.
Machina Capital's UnitedHealth position peaked at $4.71M in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.