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SOL Capital Management’s UnitedHealth UNH Stock Holding History

SOL 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 		– Sell
-25,466
Closed -$8.41M – 278
2025
Q4 		$8.41M Buy
25,466
+279
+1% +$94.5K 0.76% 34
2025
Q3 		$8.7M Buy
25,187
+6,250
+33% +$1.89M 0.78% 34
2025
Q2 		$5.91M Buy
18,937
+3,426
+22% +$1.31M 0.57% 47
2025
Q1 		$8.12M Buy
15,511
+200
+1% +$102K 0.9% 28
2024
Q4 		$7.75M Sell
15,311
-27
-0.2% -$15.3K 0.86% 31
2024
Q3 		$8.97M Buy
15,338
+20
+0.1% +$11.3K 1% 24
2024
Q2 		$7.8M Buy
15,318
+815
+6% +$399K 0.94% 27
2024
Q1 		$7.17M Buy
14,503
+335
+2% +$170K 0.9% 28
2023
Q4 		$7.46M Sell
14,168
-50
-0.4% -$26.7K 1.01% 25
2023
Q3 		$7.17M Sell
14,218
-165
-1% -$81.2K 1.11% 23
2023
Q2 		$6.91M Buy
14,383
+370
+3% +$181K 1.05% 25
2023
Q1 		$6.62M Buy
14,013
+170
+1% +$82K 1.09% 22
2022
Q4 		$7.34M Sell
13,843
-75
-0.5% -$39.7K 1.3% 16
2022
Q3 		$7.03M Sell
13,918
-372
-3% -$196K 1.46% 12
2022
Q2 		$7.34M Buy
14,290
+480
+3% +$241K 1.49% 11
2022
Q1 		$7.04M Sell
13,810
-825
-6% -$398K 1.27% 17
2021
Q4 		$7.35M Sell
14,635
-115
-0.8% -$52.1K 1.33% 16
2021
Q3 		$5.76M Sell
14,750
-266
-2% -$110K 1.15% 21
2021
Q2 		$6.01M Sell
15,016
-1,110
-7% -$443K 1.19% 22
2021
Q1 		$6M Sell
16,126
-269
-2% -$93.2K 1.27% 17
2020
Q4 		$5.75M Sell
16,395
-315
-2% -$106K 1.34% 13
2020
Q3 		$5.21M Sell
16,710
-923
-5% -$284K 1.43% 13
2020
Q2 		$5.2M Sell
17,633
-330
-2% -$94.6K 1.47% 13
2020
Q1 		$4.48M Sell
17,963
-310
-2% -$85.3K 1.48% 13
2019
Q4 		$5.37M Buy
18,273
+125
+0.7% +$32.7K 1.36% 11
2019
Q3 		$3.94M Buy
18,148
+344
+2% +$83K 1.08% 25
2019
Q2 		$4.34M Buy
17,804
+1,070
+6% +$257K 1.18% 15
2019
Q1 		$4.14M Buy
16,734
+30
+0.2% +$7.65K 1.15% 15
2018
Q4 		$4.16M Sell
16,704
-330
-2% -$87.2K 1.33% 13
2018
Q3 		$4.53M Sell
17,034
-155
-0.9% -$40.3K 1.22% 14
2018
Q2 		$4.22M Sell
17,189
-56
-0.3% -$13.4K 1.2% 14
2018
Q1 		$3.69M Sell
17,245
-402
-2% -$91.8K 1.06% 21
2017
Q4 		$3.89M Sell
17,647
-3,163
-15% -$670K 1.11% 20
2017
Q3 		$4.08M Sell
20,810
-640
-3% -$124K 1.15% 20
2017
Q2 		$3.98M Sell
21,450
-1,767
-8% -$310K 1.09% 19
2017
Q1 		$3.81M Sell
23,217
-1,314
-5% -$215K 1.08% 18
2016
Q4 		$3.93M Sell
24,531
-220
-0.9% -$32.9K 1.18% 19
2016
Q3 		$3.46M Sell
24,751
-300
-1% -$42K 1.16% 19
2016
Q2 		$3.54M Sell
25,051
-360
-1% -$48K 1.18% 17
2016
Q1 		$3.27M Sell
25,411
-100
-0.4% -$11.8K 1.11% 20
2015
Q4 		$3M Sell
25,511
-790
-3% -$92.3K 1.06% 22
2015
Q3 		$3.05M Sell
26,301
-1,800
-6% -$215K 1.18% 16
2015
Q2 		$3.43M Sell
28,101
-1,602
-5% -$190K 1.25% 15
2015
Q1 		$3.51M Sell
29,703
-550
-2% -$61.1K 1.29% 13
2014
Q4 		$3.06M Sell
30,253
-950
-3% -$90K 1.19% 14
2014
Q3 		$2.69M Sell
31,203
-1,250
-4% -$106K 1.12% 14
2014
Q2 		$2.65M Sell
32,453
-200
-0.6% -$15.7K 1.06% 16
2014
Q1 		$2.68M Sell
32,653
-1,200
-4% -$90.3K 1.05% 14
2013
Q4 		$2.55M Buy
33,853
+794
+2% +$57K 0.98% 13
2013
Q3 		$2.37M Sell
33,059
-1,959
-6% -$140K 0.98% 12
2013
Q2 		$2.29M Buy
+35,018
New +$2.18M 0.93% 17

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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

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

SOL Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 25,466 shares — an estimated $8.41M sold.

SOL Capital Management first reported a position in UNH in Q2 2013 and held it in 51 quarters. The position peaked at $8.97M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SOL Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 25,466 UnitedHealth shares in Q1 2026, an estimated $8.41M.
  • SOL Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 51 quarters.
  • SOL Capital Management's UnitedHealth position peaked at $8.97M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.