Regatta Capital Group’s UnitedHealth UNH Stock Holding History

Regatta Capital Group’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	$258K	Buy	953 +116	+14%	+$34.5K	0.04%	186
2025 Q4	$276K	Sell	837 -314	-27%	-$106K	0.04%	179
2025 Q3	$397K	Buy	1,151 +173	+18%	+$52.3K	0.06%	152
2025 Q2	$305K	Buy	978 +271	+38%	+$104K	0.05%	170
2025 Q1	$370K	Sell	707 -57	-7%	-$29.1K	0.07%	145
2024 Q4	$386K	Sell	764 -18	-2%	-$10.2K	0.07%	134
2024 Q3	$457K	Sell	782 -50	-6%	-$28.3K	0.09%	131
2024 Q2	$424K	Sell	832 -9	-1%	-$4.41K	0.09%	129
2024 Q1	$416K	Buy	841 +12	+1%	+$6.1K	0.09%	129
2023 Q4	$436K	Sell	829 -11	-1%	-$5.87K	0.11%	118
2023 Q3	$423K	Sell	840 -78	-8%	-$38.4K	0.13%	109
2023 Q2	$441K	Sell	918 -15	-2%	-$7.33K	0.14%	110
2023 Q1	$495K	Hold	933	–	–	0.18%	101
2022 Q4	$495K	Sell	933 -86	-8%	-$45.6K	0.18%	101
2022 Q3	$523K	Buy	1,019 +450	+79%	+$237K	0.21%	95
2022 Q2	$292K	Sell	569 -449	-44%	-$225K	0.14%	121
2022 Q1	$519K	Buy	1,018 +13	+1%	+$6.27K	0.18%	99
2021 Q4	$505K	Buy	+1,005	New	+$455K	0.18%	102

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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