Scotia Capital’s UnitedHealth UNH Stock Holding History

Scotia Capital’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	$41.1M	Sell	151,760 -11,554	-7%	-$3.44M	0.17%	85
2025 Q4	$53.9M	Sell	163,314 -17,038	-9%	-$5.77M	0.22%	76
2025 Q3	$62.3M	Buy	180,352 +11,932	+7%	+$3.61M	0.26%	68
2025 Q2	$52.5M	Sell	168,420 -291,607	-63%	-$111M	0.25%	72
2025 Q1	$241M	Sell	460,027 -10,909	-2%	-$5.58M	1.29%	23
2024 Q4	$238M	Buy	470,936 +45,328	+11%	+$25.8M	1.26%	24
2024 Q3	$249M	Sell	425,608 -1,100	-0.3%	-$622K	1.33%	23
2024 Q2	$217M	Buy	426,708 +3,041	+0.7%	+$1.49M	1.27%	25
2024 Q1	$210M	Buy	423,667 +32,856	+8%	+$16.7M	1.25%	25
2023 Q4	$206M	Sell	390,811 -5,157	-1%	-$2.75M	1.33%	22
2023 Q3	$200M	Buy	395,968 +7,855	+2%	+$3.87M	1.44%	21
2023 Q2	$187M	Buy	388,113 +46,098	+13%	+$22.5M	1.28%	23
2023 Q1	$162M	Buy	342,015 +21,264	+7%	+$10.3M	1.18%	24
2022 Q4	$170M	Sell	320,751 -9,137	-3%	-$4.84M	1.31%	19
2022 Q3	$167M	Buy	329,888 +4,316	+1%	+$2.27M	1.35%	19
2022 Q2	$167M	Buy	325,572 +10,695	+3%	+$5.37M	1.24%	23
2022 Q1	$161M	Buy	314,877 +22,417	+8%	+$10.8M	1.02%	28
2021 Q4	$147M	Buy	292,460 +11,512	+4%	+$5.21M	0.96%	26
2021 Q3	$110M	Buy	280,948 +23,991	+9%	+$9.94M	0.8%	32
2021 Q2	$103M	Buy	256,957 +18,809	+8%	+$7.5M	0.75%	34
2021 Q1	$88.6M	Buy	238,148 +6,415	+3%	+$2.22M	0.72%	37
2020 Q4	$81.3M	Buy	231,733 +10,317	+5%	+$3.46M	0.75%	35
2020 Q3	$69M	Buy	221,416 +11,221	+5%	+$3.45M	0.75%	33
2020 Q2	$62.1M	Buy	210,195 +14,045	+7%	+$4.02M	0.87%	31
2020 Q1	$48.9M	Buy	196,150 +37,290	+23%	+$10.3M	0.68%	35
2019 Q4	$46.7M	Buy	158,860 +23,235	+17%	+$6.08M	0.52%	43
2019 Q3	$29.5M	Buy	135,625 +19,645	+17%	+$4.74M	0.35%	59
2019 Q2	$28.3M	Buy	115,980 +10,501	+10%	+$2.53M	0.34%	56
2019 Q1	$26.1M	Buy	105,479 +18,686	+22%	+$4.77M	0.34%	59
2018 Q4	$21.6M	Buy	86,793 +2,088	+2%	+$552K	0.32%	61
2018 Q3	$22.5M	Buy	84,705 +23,470	+38%	+$6.1M	0.29%	65
2018 Q2	$13M	Buy	61,235 +1,465	+2%	+$352K	0.18%	88
2018 Q1	$12.8M	Buy	59,770 +5,059	+9%	+$1.16M	0.18%	89
2017 Q4	$12.1M	Buy	54,711 +1,546	+3%	+$328K	0.16%	96
2017 Q3	$10.4M	Buy	53,165 +4,229	+9%	+$817K	0.15%	99
2017 Q2	$9.07M	Sell	48,936 -2,481	-5%	-$435K	0.15%	97
2017 Q1	$8.44M	Buy	51,417 +3,134	+6%	+$513K	0.14%	102
2016 Q4	$7.73M	Buy	48,283 +5,451	+13%	+$814K	0.12%	119
2016 Q3	$5.96M	Buy	42,832 +16,902	+65%	+$2.37M	0.11%	140
2016 Q2	$3.66M	Buy	25,930 +6,638	+34%	+$885K	0.07%	178
2016 Q1	$2.49M	Sell	19,292 -16,173	-46%	-$1.91M	0.05%	208
2015 Q4	$4.06M	Hold	35,465	–	–	0.09%	171
2015 Q3	$4.11M	Buy	35,465 +18,341	+107%	+$2.2M	0.09%	159
2015 Q2	$2.07M	Buy	17,124 +8,260	+93%	+$977K	0.04%	273
2015 Q1	$1.05M	Buy	8,864 +5,186	+141%	+$576K	0.03%	302
2014 Q4	$372K	Sell	3,678 -7,348	-67%	-$696K	0.01%	467
2014 Q3	$951K	Buy	11,026 +904	+9%	+$76.4K	0.02%	312
2014 Q2	$828K	Sell	10,122 -11,590	-53%	-$912K	0.02%	329
2014 Q1	$1.78M	Buy	+21,712	New	+$1.63M	0.04%	211
2013 Q4	–	Sell	-3,150	Closed	-$226K	–	563
2013 Q3	$226K	Buy	+3,150	New	+$225K	0.01%	444

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

Scotia Capital's UNH Position: Q1 2026 in Review

Scotia Capital reduced its UnitedHealth (UNH) stake by 7.1% in Q1 2026, selling an estimated $3.44M and leaving 151,760 shares worth $41.1M. The position accounts for 0.17% of the portfolio, ranked #85.

Scotia Capital first reported a position in UNH in Q3 2013 and has held it in 50 quarters since. The position peaked at $249M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Scotia Capital held 151,760 shares of UnitedHealth worth $41.1M as of Q1 2026.
Scotia Capital sold 11,554 UnitedHealth shares in Q1 2026, an estimated $3.44M.
UnitedHealth made up 0.17% of Scotia Capital's portfolio in Q1 2026, its #85 holding.
Scotia Capital first reported a position in UnitedHealth in Q3 2013 and has held it in 50 quarters since.
Scotia Capital's UnitedHealth position peaked at $249M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.