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	–	Hold	0	–	–	–	1682
2025 Q4	–	Hold	0	–	–	–	1395
2025 Q3	–	Hold	0	–	–	–	1407
2025 Q2	–	Hold	0	–	–	–	1030
2025 Q1	–	Hold	0	–	–	–	1386
2024 Q4	–	Hold	0	–	–	–	1428
2024 Q1	–	Sell	-200	Closed	-$105K	–	1261
2023 Q4	$105K	Hold	200	–	–	﹤0.01%	1048
2023 Q3	$101K	Hold	200	–	–	﹤0.01%	998
2023 Q2	$96.1K	Buy	+200	New	+$97.8K	﹤0.01%	1001
2022 Q2	–	Sell	-1,000	Closed	-$510K	–	966
2022 Q1	$510K	Buy	1,000 +500	+100%	+$241K	0.01%	555
2021 Q4	$251K	Hold	500	–	–	﹤0.01%	756
2021 Q3	$195K	Buy	500 +300	+150%	+$124K	﹤0.01%	733
2021 Q2	$80K	Buy	+200	New	+$79.7K	﹤0.01%	733

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

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. 3,021 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.
3,021 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.