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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
Q2 		$376K Sell
904
-49
-5% -$18.2K 0.05% 159
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Regatta Capital Group's UNH Position: Q2 2026 in Review

Regatta Capital Group reduced its UnitedHealth (UNH) stake by 5.1% in Q2 2026, selling an estimated $18.2K and leaving 904 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #159.

Regatta Capital Group first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $523K in Q3 2022. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Regatta Capital Group held 904 shares of UnitedHealth worth $376K as of Q2 2026.
  • Regatta Capital Group sold 49 UnitedHealth shares in Q2 2026, an estimated $18.2K.
  • UnitedHealth made up 0.05% of Regatta Capital Group's portfolio in Q2 2026, its #159 holding.
  • Regatta Capital Group first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's UnitedHealth position peaked at $523K in Q3 2022.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.