MCM
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MAI Capital Management’s UnitedHealth UNH Stock Holding History

MAI 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 		$16.6M Sell
61,301
-133,528
-69% -$39.8M 0.09% 187
2025
Q4 		$64.3M Buy
194,829
+3,691
+2% +$1.25M 0.37% 54
2025
Q3 		$66M Sell
191,138
-33,137
-15% -$10M 0.41% 50
2025
Q2 		$70M Buy
224,275
+37,526
+20% +$14.3M 0.48% 45
2025
Q1 		$97.8M Buy
186,749
+15,544
+9% +$7.95M 0.74% 28
2024
Q4 		$86.6M Buy
171,205
+1,830
+1% +$1.04M 0.64% 35
2024
Q3 		$99M Sell
169,375
-5,172
-3% -$2.93M 0.94% 22
2024
Q2 		$88.9M Buy
174,547
+26,241
+18% +$12.9M 0.87% 25
2024
Q1 		$73.4M Buy
148,306
+20,880
+16% +$10.6M 0.76% 30
2023
Q4 		$67.1M Buy
127,426
+6,639
+5% +$3.54M 0.88% 24
2023
Q3 		$60.9M Buy
120,787
+9
+0% +$4.43K 0.91% 24
2023
Q2 		$58.1M Buy
120,778
+2,739
+2% +$1.34M 0.85% 26
2023
Q1 		$55.8M Buy
118,039
+1,888
+2% +$911K 0.88% 25
2022
Q4 		$61.6M Buy
116,151
+1,245
+1% +$659K 1.03% 21
2022
Q3 		$58M Buy
114,906
+6,716
+6% +$3.53M 1.09% 21
2022
Q2 		$55.6M Buy
108,190
+4,552
+4% +$2.29M 1.06% 20
2022
Q1 		$52.9M Buy
103,638
+2,482
+2% +$1.2M 0.89% 23
2021
Q4 		$50.8M Buy
101,156
+5,628
+6% +$2.55M 0.82% 29
2021
Q3 		$37.3M Buy
95,528
+1,125
+1% +$466K 0.72% 32
2021
Q2 		$37.8M Buy
94,403
+1,764
+2% +$703K 0.75% 31
2021
Q1 		$34.5M Buy
92,639
+1,239
+1% +$429K 0.77% 30
2020
Q4 		$32.1M Sell
91,400
-1,840
-2% -$617K 0.8% 30
2020
Q3 		$29.1M Sell
93,240
-1,303
-1% -$400K 0.84% 30
2020
Q2 		$27.9M Buy
94,543
+945
+1% +$271K 0.88% 27
2020
Q1 		$23.3M Buy
93,598
+3,065
+3% +$843K 0.95% 25
2019
Q4 		$26.6M Buy
90,533
+5,058
+6% +$1.32M 0.86% 28
2019
Q3 		$18.6M Sell
85,475
-128
-0.1% -$30.9K 0.83% 31
2019
Q2 		$20.9M Buy
85,603
+1,472
+2% +$354K 0.94% 25
2019
Q1 		$20.8M Buy
84,131
+1,691
+2% +$431K 1.07% 20
2018
Q4 		$20.5M Sell
82,440
-1,784
-2% -$471K 1.2% 16
2018
Q3 		$22.4M Buy
84,224
+298
+0.4% +$77.5K 1.14% 19
2018
Q2 		$20.6M Buy
83,926
+2,044
+2% +$491K 1.11% 18
2018
Q1 		$17.5M Buy
81,882
+262
+0.3% +$59.8K 0.99% 21
2017
Q4 		$18M Sell
81,620
-2,385
-3% -$505K 1.02% 20
2017
Q3 		$16.5M Buy
84,005
+4,102
+5% +$792K 1% 21
2017
Q2 		$14.8M Sell
79,903
-1,613
-2% -$283K 0.95% 22
2017
Q1 		$13.4M Buy
81,516
+1,246
+2% +$204K 0.9% 25
2016
Q4 		$12.8M Sell
80,270
-5,789
-7% -$865K 0.93% 23
2016
Q3 		$12M Buy
86,059
+46
+0.1% +$6.44K 0.91% 27
2016
Q2 		$12.1M Sell
86,013
-12,900
-13% -$1.72M 0.94% 30
2016
Q1 		$12.8M Buy
98,913
+8,387
+9% +$992K 0.98% 25
2015
Q4 		$10.7M Buy
90,526
+52,171
+136% +$6.1M 0.81% 35
2015
Q3 		$4.45M Sell
38,355
-1,493
-4% -$179K 0.34% 86
2015
Q2 		$4.86M Buy
39,848
+35
+0.1% +$4.14K 0.32% 91
2015
Q1 		$4.71M Sell
39,813
-27,720
-41% -$3.08M 0.32% 88
2014
Q4 		$6.83M Buy
67,533
+29,524
+78% +$2.8M 0.48% 70
2014
Q3 		$3.28M Buy
38,009
+1,583
+4% +$134K 0.32% 82
2014
Q2 		$2.98M Sell
36,426
-19,735
-35% -$1.55M 0.29% 87
2014
Q1 		$4.61M Buy
56,161
+4,016
+8% +$302K 0.46% 64
2013
Q4 		$3.93M Buy
52,145
+3,238
+7% +$233K 0.42% 63
2013
Q3 		$3.5M Buy
48,907
+1,115
+2% +$79.8K 0.46% 54
2013
Q2 		$3.13M Buy
+47,792
New +$2.97M 0.41% 59

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

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

MAI Capital Management reduced its UnitedHealth (UNH) stake by 69% in Q1 2026, selling an estimated $39.8M and leaving 61,301 shares worth $16.6M. The position accounts for 0.09% of the portfolio, ranked #187.

MAI Capital Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $99M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • MAI Capital Management held 61,301 shares of UnitedHealth worth $16.6M as of Q1 2026.
  • MAI Capital Management sold 133,528 UnitedHealth shares in Q1 2026, an estimated $39.8M.
  • UnitedHealth made up 0.09% of MAI Capital Management's portfolio in Q1 2026, its #187 holding.
  • MAI Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • MAI Capital Management's UnitedHealth position peaked at $99M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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