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NewSquare Capital’s UnitedHealth UNH Stock Holding History

NewSquare 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 		$216K Buy
797
+183
+30% +$54.5K 0.02% 203
2025
Q4 		$203K Sell
614
-62
-9% -$21K 0.02% 182
2025
Q3 		$233K Buy
676
+393
+139% +$119K 0.02% 179
2025
Q2 		$88.3K Buy
283
+24
+9% +$9.17K 0.01% 228
2025
Q1 		$136K Buy
259
+209
+418% +$107K 0.01% 189
2024
Q4 		$25.3K Buy
+50
New +$28.4K ﹤0.01% 218
2024
Q2 		– Sell
-3
Closed -$1.48K – 452
2024
Q1 		$1.48K Hold
3
– – ﹤0.01% 353
2023
Q4 		$1.58K Sell
3
-63
-95% -$33.6K ﹤0.01% 393
2023
Q3 		$33.3K Buy
66
+51
+340% +$25.1K ﹤0.01% 209
2023
Q2 		$7.21K Sell
15
-29
-66% -$14.2K ﹤0.01% 374
2023
Q1 		$20.8K Buy
44
+16
+57% +$7.72K ﹤0.01% 266
2022
Q4 		$14.8K Buy
28
+10
+56% +$5.3K ﹤0.01% 251
2022
Q3 		$9K Hold
18
– – ﹤0.01% 265
2022
Q2 		$9K Hold
18
– – ﹤0.01% 253
2022
Q1 		$9K Sell
18
-261
-94% -$126K ﹤0.01% 265
2021
Q4 		$140K Hold
279
– – 0.01% 172
2021
Q3 		$109K Hold
279
– – 0.01% 180
2021
Q2 		$112K Buy
279
+151
+118% +$60.2K 0.01% 168
2021
Q1 		$48K Hold
128
– – 0.01% 177
2020
Q4 		$45K Buy
128
+53
+71% +$17.8K 0.01% 179
2020
Q3 		$23K Sell
75
-21
-22% -$6.45K ﹤0.01% 196
2020
Q2 		$28K Sell
96
-267
-74% -$76.5K ﹤0.01% 186
2020
Q1 		$91K Buy
363
+55
+18% +$15.1K 0.02% 152
2019
Q4 		$91K Buy
308
+280
+1,000% +$73.3K 0.02% 145
2019
Q3 		$6K Sell
28
-283
-91% -$68.3K ﹤0.01% 214
2019
Q2 		$76K Hold
311
– – 0.01% 150
2019
Q1 		$77K Sell
311
-22
-7% -$5.61K 0.01% 143
2018
Q4 		$83K Buy
333
+45
+16% +$11.9K 0.02% 130
2018
Q3 		$77K Buy
288
+5
+2% +$1.3K 0.01% 148
2018
Q2 		$72K Sell
283
-43
-13% -$10.3K 0.01% 153
2018
Q1 		$70K Sell
326
-106
-25% -$24.2K 0.02% 134
2017
Q4 		$95K Sell
432
-29
-6% -$6.15K 0.02% 118
2017
Q3 		$90K Hold
461
– – 0.02% 118
2017
Q2 		$86K Hold
461
– – 0.02% 112
2017
Q1 		$76K Buy
461
+106
+30% +$17.4K 0.02% 122
2016
Q4 		$57K Sell
355
-525
-60% -$78.4K 0.01% 145
2016
Q3 		$123K Buy
880
+40
+5% +$5.6K 0.03% 133
2016
Q2 		$119K Sell
840
-84
-9% -$11.2K 0.03% 134
2016
Q1 		$119K Buy
924
+456
+97% +$53.9K 0.03% 136
2015
Q4 		$55K Buy
468
+32
+7% +$3.74K 0.02% 145
2015
Q3 		$51K Hold
436
– – 0.02% 141
2015
Q2 		$53K Buy
436
+115
+36% +$13.6K 0.02% 150
2015
Q1 		$38K Hold
321
– – 0.01% 166
2014
Q4 		$32K Hold
321
– – 0.01% 177
2014
Q3 		$28K Hold
321
– – 0.01% 191
2014
Q2 		$26K Buy
321
+81
+34% +$6.37K 0.01% 178
2014
Q1 		$20K Sell
240
-29
-11% -$2.18K 0.01% 179
2013
Q4 		$20K Hold
269
– – 0.01% 165
2013
Q3 		$19K Buy
269
+240
+828% +$17.2K 0.01% 152
2013
Q2 		$2K Buy
+29
New +$1.8K ﹤0.01% 179

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

NewSquare Capital's UNH Position: Q1 2026 in Review

NewSquare Capital increased its UnitedHealth (UNH) stake by 30% in Q1 2026, buying an estimated $54.5K and bringing the position to 797 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #203.

NewSquare Capital first reported a position in UNH in Q2 2013 and has held it in 50 quarters since. The position peaked at $233K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • NewSquare Capital held 797 shares of UnitedHealth worth $216K as of Q1 2026.
  • NewSquare Capital bought 183 UnitedHealth shares in Q1 2026, an estimated $54.5K.
  • UnitedHealth made up 0.02% of NewSquare Capital's portfolio in Q1 2026, its #203 holding.
  • NewSquare Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 50 quarters since.
  • NewSquare Capital's UnitedHealth position peaked at $233K in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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