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
2024 Q3	–	Sell	-500	Closed	-$255K	–	1243
2024 Q2	$255K	Hold	500	–	–	﹤0.01%	1052
2024 Q1	$247K	Hold	500	–	–	﹤0.01%	1042
2023 Q4	$263K	Hold	500	–	–	﹤0.01%	916
2023 Q3	$252K	Hold	500	–	–	﹤0.01%	893
2023 Q2	$240K	Hold	500	–	–	﹤0.01%	899
2023 Q1	$236K	Hold	500	–	–	﹤0.01%	890
2022 Q4	$265K	Hold	500	–	–	﹤0.01%	811
2022 Q3	$253K	Hold	500	–	–	﹤0.01%	755
2022 Q2	$257K	Hold	500	–	–	﹤0.01%	728
2022 Q1	$255K	Hold	500	–	–	﹤0.01%	741
2021 Q4	$251K	Hold	500	–	–	﹤0.01%	757
2021 Q3	$195K	Hold	500	–	–	﹤0.01%	734
2021 Q2	$200K	Hold	500	–	–	﹤0.01%	705
2021 Q1	$186K	Sell	500 -800	-62%	-$277K	﹤0.01%	677
2020 Q4	$456K	Hold	1,300	–	–	0.01%	464
2020 Q3	$405K	Hold	1,300	–	–	0.01%	428
2020 Q2	$383K	Hold	1,300	–	–	0.01%	430
2020 Q1	$324K	Sell	1,300 -800	-38%	-$220K	0.01%	431
2019 Q4	$617K	Hold	2,100	–	–	0.02%	370
2019 Q3	$456K	Buy	+2,100	New	+$507K	0.02%	369
2017 Q4	–	Sell	-2,500	Closed	-$490K	–	487
2017 Q3	$490K	Buy	+2,500	New	+$483K	0.03%	277

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.