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Private Capital Advisors’s UnitedHealth UNH Stock Holding History

Private Capital Advisors’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
-25,001
Closed -$8.25M – 79
2025
Q4 		$8.25M Sell
25,001
-11,464
-31% -$3.88M 0.84% 26
2025
Q3 		$12.6M Sell
36,465
-1,220
-3% -$369K 1.4% 22
2025
Q2 		$11.8M Buy
37,685
+608
+2% +$232K 1.43% 18
2025
Q1 		$19.4M Sell
37,077
-860
-2% -$440K 2.32% 6
2024
Q4 		$19.2M Sell
37,937
-138
-0.4% -$78.4K 2.28% 7
2024
Q3 		$22.3M Sell
38,075
-417
-1% -$236K 2.44% 5
2024
Q2 		$19.6M Sell
38,492
-950
-2% -$466K 2.18% 5
2024
Q1 		$19.5M Sell
39,442
-505
-1% -$257K 2.43% 5
2023
Q4 		$21M Sell
39,947
-280
-0.7% -$149K 3.2% 4
2023
Q3 		$21.5M Sell
40,227
-165
-0.4% -$81.2K 3.32% 4
2023
Q2 		$19.4M Buy
40,392
+2,003
+5% +$979K 3.18% 4
2023
Q1 		$18.1M Sell
38,389
-9,240
-19% -$4.46M 3.42% 5
2022
Q4 		$25.3M Hold
47,629
– – 4.33% 3
2022
Q3 		$24.1M Sell
47,629
-761
-2% -$400K 4.17% 3
2022
Q2 		$24.9M Buy
48,390
+2,268
+5% +$1.14M 4.19% 4
2022
Q1 		$23.5M Buy
46,122
+2,933
+7% +$1.41M 3.43% 4
2021
Q4 		$21.7M Sell
43,189
-916
-2% -$415K 3.46% 6
2021
Q3 		$17.2M Hold
44,105
– – 2.87% 7
2021
Q2 		$17.7M Sell
44,105
-522
-1% -$208K 2.99% 6
2021
Q1 		$16.6M Hold
44,627
– – 3.1% 5
2020
Q4 		$15.7M Hold
44,627
– – 3.16% 5
2020
Q3 		$13.9M Buy
44,627
+913
+2% +$280K 3.23% 5
2020
Q2 		$12.9M Sell
43,714
-100
-0.2% -$28.7K 3.34% 8
2020
Q1 		$10.9M Sell
43,814
-1,356
-3% -$373K 3.46% 9
2019
Q4 		$13.3M Sell
45,170
-940
-2% -$246K 3.26% 7
2019
Q3 		$10M Sell
46,110
-690
-1% -$166K 2.78% 10
2019
Q2 		$11.4M Buy
46,800
+13,163
+39% +$3.17M 3.23% 7
2019
Q1 		$8.32M Buy
33,637
+30
+0.1% +$7.65K 2.52% 13
2018
Q4 		$8.37M Hold
33,607
– – 3% 8
2018
Q3 		$8.94M Sell
33,607
-25
-0.1% -$6.5K 2.47% 10
2018
Q2 		$8.25M Sell
33,632
-75
-0.2% -$18K 2.59% 8
2018
Q1 		$7.21M Sell
33,707
-425
-1% -$97.1K 2.4% 12
2017
Q4 		$7.53M Sell
34,132
-2,593
-7% -$550K 2.61% 7
2017
Q3 		$7.19M Sell
36,725
-200
-0.5% -$38.6K 2.45% 10
2017
Q2 		$6.85M Sell
36,925
-1,633
-4% -$286K 2.21% 11
2017
Q1 		$6.32M Sell
38,558
-2,375
-6% -$389K 2.06% 15
2016
Q4 		$6.55M Sell
40,933
-2,150
-5% -$321K 2.24% 11
2016
Q3 		$6.03M Buy
43,083
+400
+0.9% +$56K 2.15% 14
2016
Q2 		$6.03M Sell
42,683
-1,050
-2% -$140K 2.28% 13
2016
Q1 		$5.64M Sell
43,733
-200
-0.5% -$23.7K 2.51% 10
2015
Q4 		$5.17M Sell
43,933
-450
-1% -$52.6K 2.23% 15
2015
Q3 		$5.15M Sell
44,383
-253
-0.6% -$30.3K 2.15% 14
2015
Q2 		$5.45M Buy
44,636
+205
+0.5% +$24.3K 1.78% 20
2015
Q1 		$5.26M Sell
44,431
-200
-0.4% -$22.2K 1.91% 17
2014
Q4 		$4.51M Sell
44,631
-325
-0.7% -$30.8K 1.7% 19
2014
Q3 		$3.88M Buy
+44,956
New +$3.8M 1.25% 35

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

Private Capital Advisors's UNH Position: Q1 2026 in Review

Private Capital Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 25,001 shares — an estimated $8.25M sold.

Private Capital Advisors first reported a position in UNH in Q3 2014 and held it in 46 quarters. The position peaked at $25.3M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Private Capital Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Private Capital Advisors sold 25,001 UnitedHealth shares in Q1 2026, an estimated $8.25M.
  • Private Capital Advisors first reported a position in UnitedHealth in Q3 2014 and held it in 46 quarters.
  • Private Capital Advisors's UnitedHealth position peaked at $25.3M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Private Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.