Quadcap Wealth Management’s UnitedHealth UNH Stock Holding History

Quadcap Wealth 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	$557K	Sell	2,060 -257	-11%	-$76.5K	0.06%	244
2025 Q4	$765K	Sell	2,317 -283	-11%	-$95.9K	0.09%	189
2025 Q3	$898K	Sell	2,600 -1,229	-32%	-$372K	0.11%	170
2025 Q2	$1.19M	Sell	3,829 -412	-10%	-$157K	0.15%	130
2025 Q1	$2.22M	Sell	4,241 -237	-5%	-$121K	0.32%	65
2024 Q4	$2.27M	Sell	4,478 -111	-2%	-$63.1K	0.33%	62
2024 Q3	$2.68M	Sell	4,589 -776	-14%	-$439K	0.42%	50
2024 Q2	$2.73M	Buy	5,365 +1,493	+39%	+$732K	0.49%	40
2024 Q1	$1.92M	Sell	3,872 -275	-7%	-$140K	0.44%	50
2023 Q4	$2.18M	Buy	+4,147	New	+$2.21M	0.56%	37

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

Quadcap Wealth Management's UNH Position: Q1 2026 in Review

Quadcap Wealth Management reduced its UnitedHealth (UNH) stake by 11% in Q1 2026, selling an estimated $76.5K and leaving 2,060 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #244.

Quadcap Wealth Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.73M in Q2 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Quadcap Wealth Management held 2,060 shares of UnitedHealth worth $557K as of Q1 2026.
Quadcap Wealth Management sold 257 UnitedHealth shares in Q1 2026, an estimated $76.5K.
UnitedHealth made up 0.06% of Quadcap Wealth Management's portfolio in Q1 2026, its #244 holding.
Quadcap Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's UnitedHealth position peaked at $2.73M in Q2 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.