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Magnolia Capital Advisors’s UnitedHealth UNH Stock Holding History

Magnolia Capital Advisors’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 		$1.2M Sell
4,437
-1,981
-31% -$590K 0.24% 108
2025
Q4 		$2.12M Buy
6,418
+524
+9% +$178K 0.45% 56
2025
Q3 		$2.04M Buy
5,894
+520
+10% +$157K 0.53% 53
2025
Q2 		$1.68M Buy
5,374
+560
+12% +$214K 0.42% 65
2025
Q1 		$2.52M Buy
4,814
+349
+8% +$178K 0.69% 35
2024
Q4 		$2.26M Buy
4,465
+2,654
+147% +$1.51M 0.58% 44
2024
Q3 		$1.06M Buy
1,811
+128
+8% +$72.4K 0.53% 55
2024
Q2 		$857K Sell
1,683
-1,549
-48% -$759K 0.48% 65
2024
Q1 		$1.62M Buy
3,232
+1,145
+55% +$582K 1.35% 23
2023
Q4 		$1.05M Buy
2,087
+406
+24% +$217K 0.77% 41
2023
Q3 		$891K Buy
+1,681
New +$827K 0.85% 31
2023
Q2 		– Sell
-1,605
Closed -$759K – 153
2023
Q1 		$759K Buy
1,605
+152
+10% +$73.4K 0.39% 67
2022
Q4 		$770K Buy
1,453
+11
+0.8% +$5.83K 0.51% 58
2022
Q3 		$728K Buy
1,442
+111
+8% +$58.4K 0.62% 53
2022
Q2 		$683K Sell
1,331
-397
-23% -$199K 0.62% 55
2022
Q1 		$881K Buy
1,728
+9
+0.5% +$4.34K 0.35% 81
2021
Q4 		$863K Buy
1,719
+175
+11% +$79.2K 0.25% 81
2021
Q3 		$603K Buy
1,544
+134
+10% +$55.5K 0.21% 96
2021
Q2 		$565K Buy
1,410
+53
+4% +$21.1K 0.25% 78
2021
Q1 		$505K Buy
+1,357
New +$470K 1% 32

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

Magnolia Capital Advisors's UNH Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its UnitedHealth (UNH) stake by 31% in Q1 2026, selling an estimated $590K and leaving 4,437 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #108.

Magnolia Capital Advisors first reported a position in UNH in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.52M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Magnolia Capital Advisors held 4,437 shares of UnitedHealth worth $1.2M as of Q1 2026.
  • Magnolia Capital Advisors sold 1,981 UnitedHealth shares in Q1 2026, an estimated $590K.
  • UnitedHealth made up 0.24% of Magnolia Capital Advisors's portfolio in Q1 2026, its #108 holding.
  • Magnolia Capital Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 20 quarters since.
  • Magnolia Capital Advisors's UnitedHealth position peaked at $2.52M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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