Optima Capital’s UnitedHealth UNH Stock Holding History

Optima 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	-274	Closed	-$90.3K	–	1226
2025 Q4	$90.3K	Buy	+274	New	+$92.9K	0.04%	232

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

Optima Capital's UNH Position: Q1 2026 in Review

Optima Capital sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 274 shares — an estimated $90.3K sold.

Optima Capital first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $90.3K in Q4 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Optima Capital reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 274 UnitedHealth shares in Q1 2026, an estimated $90.3K.
Optima Capital first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
Optima Capital's UnitedHealth position peaked at $90.3K in Q4 2025.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.