Sierra Capital’s UnitedHealth UNH Stock Holding History

Sierra 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	$481K	Hold	1,779	–	–	0.05%	167
2025 Q4	$587K	Hold	1,779	–	–	0.06%	148
2025 Q3	$614K	Sell	1,779 -28	-2%	-$8.47K	0.07%	162
2025 Q2	$564K	Sell	1,807 -12	-0.7%	-$4.59K	0.07%	161
2025 Q1	$953K	Sell	1,819 -2,757	-60%	-$1.41M	0.11%	122
2024 Q4	$2.31M	Sell	4,576 -87	-2%	-$49.4K	0.27%	81
2024 Q3	$2.73M	Buy	4,663 +616	+15%	+$348K	0.33%	75
2024 Q2	$2.06M	Hold	4,047	–	–	0.28%	80
2024 Q1	$2M	Buy	4,047 +343	+9%	+$174K	0.26%	82
2023 Q4	$1.95M	Sell	3,704 -57	-2%	-$30.4K	0.29%	81
2023 Q3	$1.9M	Buy	3,761 +8	+0.2%	+$3.94K	0.3%	74
2023 Q2	$1.8M	Hold	3,753	–	–	0.29%	81
2023 Q1	$1.77M	Buy	3,753 +6	+0.2%	+$2.9K	0.29%	78
2022 Q4	$1.99M	Hold	3,747	–	–	0.34%	63
2022 Q3	$1.89M	Sell	3,747 -20	-0.5%	-$10.5K	0.35%	62
2022 Q2	$1.94M	Sell	3,767 -54	-1%	-$27.1K	0.35%	67
2022 Q1	$1.95M	Buy	3,821 +7	+0.2%	+$3.38K	0.31%	76
2021 Q4	$1.92M	Buy	3,814 +124	+3%	+$56.1K	0.29%	78
2021 Q3	$1.44M	Hold	3,690	–	–	0.24%	95
2021 Q2	$1.48M	Hold	3,690	–	–	0.27%	91
2021 Q1	$1.37M	Buy	+3,690	New	+$1.28M	0.26%	92

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

Sierra Capital's UNH Position: Q1 2026 in Review

Sierra Capital held its UnitedHealth (UNH) position steady in Q1 2026 at 1,779 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #167.

Sierra Capital first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.73M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sierra Capital held 1,779 shares of UnitedHealth worth $481K as of Q1 2026.
Sierra Capital left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.05% of Sierra Capital's portfolio in Q1 2026, its #167 holding.
Sierra Capital first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
Sierra Capital's UnitedHealth position peaked at $2.73M in Q3 2024.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.