Solstein Capital’s UnitedHealth UNH Stock Holding History

Solstein 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	$26.5K	Sell	98 -6	-6%	-$1.79K	0.01%	275
2025 Q4	$34.3K	Hold	104	–	–	0.01%	243
2025 Q3	$35.9K	Hold	104	–	–	0.01%	225
2025 Q2	$32.4K	Hold	104	–	–	0.02%	237
2025 Q1	$54.5K	Hold	104	–	–	0.03%	145
2024 Q4	$52.6K	Hold	104	–	–	0.03%	150
2024 Q3	$60.8K	Hold	104	–	–	0.03%	145
2024 Q2	$53K	Hold	104	–	–	0.03%	144
2024 Q1	$51.4K	Hold	104	–	–	0.04%	142
2023 Q4	$54.8K	Hold	104	–	–	0.04%	142
2023 Q3	$52.4K	Hold	104	–	–	0.05%	145
2023 Q2	$50K	Buy	104 +6	+6%	+$2.93K	0.04%	143
2023 Q1	$46.3K	Hold	98	–	–	0.04%	144
2022 Q4	$52K	Sell	98 -222	-69%	-$118K	0.04%	152
2022 Q3	$162K	Hold	320	–	–	0.14%	92
2022 Q2	$164K	Hold	320	–	–	0.13%	111
2022 Q1	$163K	Hold	320	–	–	0.11%	123
2021 Q4	$161K	Hold	320	–	–	0.1%	139
2021 Q3	$125K	Hold	320	–	–	0.07%	164
2021 Q2	$128K	Buy	320 +7	+2%	+$2.79K	0.16%	142
2021 Q1	$116K	Buy	+313	New	+$108K	0.16%	144
2020 Q4	–	Sell	-222	Closed	-$69K	–	203
2020 Q3	$69K	Hold	222	–	–	0.15%	112
2020 Q2	$65K	Hold	222	–	–	0.15%	99
2020 Q1	$55K	Buy	222 +41	+23%	+$11.3K	0.21%	75
2019 Q4	$53K	Buy	+181	New	+$47.4K	0.11%	108

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

Solstein Capital's UNH Position: Q1 2026 in Review

Solstein Capital reduced its UnitedHealth (UNH) stake by 5.8% in Q1 2026, selling an estimated $1.79K and leaving 98 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #275.

Solstein Capital first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $164K in Q2 2022. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Solstein Capital held 98 shares of UnitedHealth worth $26.5K as of Q1 2026.
Solstein Capital sold 6 UnitedHealth shares in Q1 2026, an estimated $1.79K.
UnitedHealth made up 0.01% of Solstein Capital's portfolio in Q1 2026, its #275 holding.
Solstein Capital first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
Solstein Capital's UnitedHealth position peaked at $164K in Q2 2022.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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