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One Capital Management’s UnitedHealth UNH Stock Holding History

One 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 		$1.27M Buy
4,681
+271
+6% +$80.7K 0.03% 276
2025
Q4 		$1.46M Buy
4,410
+142
+3% +$48.1K 0.04% 244
2025
Q3 		$1.47M Buy
4,268
+648
+18% +$196K 0.05% 203
2025
Q2 		$1.13M Buy
3,620
+45
+1% +$17.2K 0.04% 204
2025
Q1 		$1.87M Buy
3,575
+174
+5% +$88.9K 0.06% 172
2024
Q4 		$1.72M Sell
3,401
-1,296
-28% -$736K 0.06% 171
2024
Q3 		$2.75M Buy
4,697
+86
+2% +$48.6K 0.09% 147
2024
Q2 		$2.35M Buy
4,611
+1,864
+68% +$914K 0.08% 159
2024
Q1 		$1.36M Sell
2,747
-311
-10% -$158K 0.05% 164
2023
Q4 		$1.61M Sell
3,058
-63
-2% -$33.6K 0.06% 154
2023
Q3 		$1.57M Buy
3,121
+87
+3% +$42.8K 0.07% 145
2023
Q2 		$1.46M Sell
3,034
-457
-13% -$223K 0.07% 157
2023
Q1 		$1.65M Buy
3,491
+1,351
+63% +$652K 0.08% 151
2022
Q4 		$1.13M Sell
2,140
-427
-17% -$226K 0.06% 164
2022
Q3 		$1.3M Buy
2,567
+140
+6% +$73.6K 0.08% 154
2022
Q2 		$1.25M Buy
2,427
+127
+6% +$63.8K 0.07% 160
2022
Q1 		$1.17M Sell
2,300
-76
-3% -$36.7K 0.06% 165
2021
Q4 		$1.19M Buy
2,376
+556
+31% +$252K 0.09% 123
2021
Q3 		$711K Sell
1,820
-16
-0.9% -$6.63K 0.06% 138
2021
Q2 		$735K Buy
1,836
+264
+17% +$105K 0.07% 137
2021
Q1 		$584K Buy
1,572
+16
+1% +$5.54K 0.06% 121
2020
Q4 		$546K Buy
1,556
+849
+120% +$285K 0.07% 124
2020
Q3 		$220K Sell
707
-691
-49% -$212K 0.03% 152
2020
Q2 		$412K Sell
1,398
-534
-28% -$153K 0.06% 135
2020
Q1 		$482K Buy
1,932
+1,125
+139% +$310K 0.08% 130
2019
Q4 		$237K Buy
+807
New +$211K 0.04% 150
2019
Q3 		– Sell
-926
Closed -$226K – 175
2019
Q2 		$226K Buy
926
+85
+10% +$20.4K 0.04% 161
2019
Q1 		$208K Sell
841
-31
-4% -$7.91K 0.04% 166
2018
Q4 		$217K Buy
872
+106
+14% +$28K 0.04% 155
2018
Q3 		$204K Buy
+766
New +$199K 0.04% 167

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

One Capital Management's UNH Position: Q1 2026 in Review

One Capital Management increased its UnitedHealth (UNH) stake by 6.1% in Q1 2026, buying an estimated $80.7K and bringing the position to 4,681 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #276.

One Capital Management first reported a position in UNH in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.75M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • One Capital Management held 4,681 shares of UnitedHealth worth $1.27M as of Q1 2026.
  • One Capital Management bought 271 UnitedHealth shares in Q1 2026, an estimated $80.7K.
  • UnitedHealth made up 0.03% of One Capital Management's portfolio in Q1 2026, its #276 holding.
  • One Capital Management first reported a position in UnitedHealth in Q3 2018 and has held it in 30 quarters since.
  • One Capital Management's UnitedHealth position peaked at $2.75M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.