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Matisse Capital’s UnitedHealth UNH Stock Holding History

Matisse Capital’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 		– Sell
-925
Closed -$305K – 176
2025
Q4 		$305K Buy
925
+7
+0.8% +$2.37K 0.14% 142
2025
Q3 		$317K Buy
918
+7
+0.8% +$2.12K 0.14% 139
2025
Q2 		$284K Hold
911
– – 0.13% 147
2025
Q1 		$477K Sell
911
-19
-2% -$9.71K 0.25% 110
2024
Q4 		$470K Hold
930
– – 0.24% 112
2024
Q3 		$544K Hold
930
– – 0.26% 110
2024
Q2 		$474K Hold
930
– – 0.23% 120
2024
Q1 		$460K Sell
930
-4
-0.4% -$2.03K 0.22% 127
2023
Q4 		$492K Buy
+934
New +$498K 0.26% 124
2023
Q3 		– Sell
-930
Closed -$447K – 178
2023
Q2 		$447K Hold
930
– – 0.28% 118
2023
Q1 		$440K Hold
930
– – 0.28% 117
2022
Q4 		$493K Buy
+930
New +$493K 0.44% 76
2022
Q3 		– Sell
-1,330
Closed -$683K – 127
2022
Q2 		$683K Buy
1,330
+400
+43% +$201K 0.65% 54
2022
Q1 		$474K Buy
930
+180
+24% +$86.8K 0.44% 65
2021
Q4 		$377K Hold
750
– – 0.26% 102
2021
Q3 		$293K Hold
750
– – 0.11% 128
2021
Q2 		$300K Hold
750
– – 0.09% 122
2021
Q1 		$279K Hold
750
– – 0.08% 138
2020
Q4 		$263K Hold
750
– – 0.08% 128
2020
Q3 		$234K Hold
750
– – 0.09% 118
2020
Q2 		$221K Buy
+750
New +$215K 0.07% 132
2020
Q1 		– Sell
-750
Closed -$220K – 196
2019
Q4 		$220K Buy
+750
New +$196K 0.16% 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

Matisse Capital's UNH Position: Q1 2026 in Review

Matisse Capital sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 925 shares — an estimated $305K sold.

Matisse Capital first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $683K in Q2 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Matisse Capital reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Matisse Capital sold 925 UnitedHealth shares in Q1 2026, an estimated $305K.
  • Matisse Capital first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Matisse Capital's UnitedHealth position peaked at $683K in Q2 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Matisse Capital's 13F filing for Q1 2026, filed 8 May 2026.