Requisite Capital Management’s UnitedHealth UNH Stock Holding History

Requisite Capital 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	$904K	Buy	3,341 +3	+0.1%	+$893	0.17%	42
2025 Q4	$1.1M	Sell	3,338 -965	-22%	-$327K	0.21%	35
2025 Q3	$1.49M	Buy	4,303 +2,155	+100%	+$652K	0.25%	28
2025 Q2	$670K	Buy	+2,148	New	+$821K	0.15%	39
2023 Q2	–	Sell	-828	Closed	-$391K	–	79
2023 Q1	$391K	Sell	828 -102	-11%	-$49.2K	0.12%	36
2022 Q4	$493K	Hold	930	–	–	0.16%	27
2022 Q3	$470K	Hold	930	–	–	0.16%	28
2022 Q2	$478K	Sell	930 -550	-37%	-$276K	0.16%	36
2022 Q1	$755K	Sell	1,480 -1,700	-53%	-$820K	0.23%	40
2021 Q4	$1.6M	Buy	3,180 +2,250	+242%	+$1.02M	0.5%	24
2021 Q3	$363K	Hold	930	–	–	0.08%	59
2021 Q2	$372K	Hold	930	–	–	0.06%	60
2021 Q1	$346K	Buy	930 +226	+32%	+$78.3K	0.08%	55
2020 Q4	$247K	Sell	704 -1,500	-68%	-$503K	0.08%	53
2020 Q3	$687K	Buy	2,204 +1,500	+213%	+$461K	0.24%	27
2020 Q2	$208K	Buy	+704	New	+$202K	0.08%	58
2020 Q1	–	Sell	-801	Closed	-$235K	–	91
2019 Q4	$235K	Buy	+801	New	+$210K	0.08%	67
2019 Q2	–	Sell	-704	Closed	-$174K	–	203
2019 Q1	$174K	Buy	+704	New	+$180K	0.07%	69

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

Requisite Capital Management's UNH Position: Q1 2026 in Review

Requisite Capital Management increased its UnitedHealth (UNH) stake by 0.09% in Q1 2026, buying an estimated $893 and bringing the position to 3,341 shares worth $904K. The position accounts for 0.17% of the portfolio, ranked #42.

Requisite Capital Management first reported a position in UNH in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.6M in Q4 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Requisite Capital Management held 3,341 shares of UnitedHealth worth $904K as of Q1 2026.
Requisite Capital Management bought 3 UnitedHealth shares in Q1 2026, an estimated $893.
UnitedHealth made up 0.17% of Requisite Capital Management's portfolio in Q1 2026, its #42 holding.
Requisite Capital Management first reported a position in UnitedHealth in Q1 2019 and has held it in 18 quarters since.
Requisite Capital Management's UnitedHealth position peaked at $1.6M in Q4 2021.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Requisite Capital Management's 13F filing for Q1 2026, filed 14 May 2026.