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MASTERINVEST Kapitalanlage’s UnitedHealth UNH Stock Holding History

MASTERINVEST Kapitalanlage’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 		$3.08M Sell
11,400
-5,595
-33% -$1.67M 0.32% 74
2025
Q4 		$5.65M Buy
16,995
+249
+1% +$84.4K 0.54% 44
2025
Q3 		$5.78M Buy
16,746
+8,849
+112% +$2.68M 0.56% 38
2025
Q2 		$2.46M Buy
+7,897
New +$3.02M 0.26% 97

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

MASTERINVEST Kapitalanlage's UNH Position: Q1 2026 in Review

MASTERINVEST Kapitalanlage reduced its UnitedHealth (UNH) stake by 33% in Q1 2026, selling an estimated $1.67M and leaving 11,400 shares worth $3.08M. The position accounts for 0.32% of the portfolio, ranked #74.

MASTERINVEST Kapitalanlage first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.78M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • MASTERINVEST Kapitalanlage held 11,400 shares of UnitedHealth worth $3.08M as of Q1 2026.
  • MASTERINVEST Kapitalanlage sold 5,595 UnitedHealth shares in Q1 2026, an estimated $1.67M.
  • UnitedHealth made up 0.32% of MASTERINVEST Kapitalanlage's portfolio in Q1 2026, its #74 holding.
  • MASTERINVEST Kapitalanlage first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • MASTERINVEST Kapitalanlage's UnitedHealth position peaked at $5.78M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q1 2026, filed 5 May 2026.