Sonata Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $276K | Buy |
+665
| New | +$246K | 0.09% | 116 |
|
|
2026
Q1 | – | Sell |
-965
| Closed | -$319K | – | 126 |
|
|
2025
Q4 | $319K | Hold |
965
| – | – | 0.12% | 94 |
|
|
2025
Q3 | $333K | Buy |
965
+200
| +26% | +$60.5K | 0.12% | 93 |
|
|
2025
Q2 | $239K | Sell |
765
-182
| -19% | -$69.6K | 0.1% | 110 |
|
|
2025
Q1 | $496K | Sell |
947
-550
| -37% | -$281K | 0.22% | 72 |
|
|
2024
Q4 | $757K | Hold |
1,497
| – | – | 0.31% | 56 |
|
|
2024
Q3 | $875K | Hold |
1,497
| – | – | 0.37% | 51 |
|
|
2024
Q2 | $762K | Hold |
1,497
| – | – | 0.39% | 43 |
|
|
2024
Q1 | $741K | Hold |
1,497
| – | – | 0.34% | 54 |
|
|
2023
Q4 | $788K | Buy |
1,497
+300
| +25% | +$160K | 0.39% | 48 |
|
|
2023
Q3 | $604K | Hold |
1,197
| – | – | 0.32% | 58 |
|
|
2023
Q2 | $575K | Buy |
1,197
+300
| +33% | +$147K | 0.3% | 60 |
|
|
2023
Q1 | $424K | Hold |
897
| – | – | 0.23% | 70 |
|
|
2022
Q4 | $476K | Sell |
897
-1
| -0.1% | -$530 | 0.26% | 67 |
|
|
2022
Q3 | $454K | Hold |
898
| – | – | 0.25% | 68 |
|
|
2022
Q2 | $461K | Hold |
898
| – | – | 0.24% | 71 |
|
|
2022
Q1 | $458K | Hold |
898
| – | – | 0.2% | 77 |
|
|
2021
Q4 | $451K | Sell |
898
-31
| -3% | -$14K | 0.19% | 80 |
|
|
2021
Q3 | $363K | Buy |
929
+31
| +3% | +$12.8K | 0.16% | 88 |
|
|
2021
Q2 | $360K | Hold |
898
| – | – | 0.16% | 91 |
|
|
2021
Q1 | $334K | Sell |
898
-67
| -7% | -$23.2K | 0.16% | 96 |
|
|
2020
Q4 | $338K | Hold |
965
| – | – | 0.17% | 91 |
|
|
2020
Q3 | $301K | Hold |
965
| – | – | 0.18% | 88 |
|
|
2020
Q2 | $285K | Sell |
965
-200
| -17% | -$57.3K | 0.18% | 89 |
|
|
2020
Q1 | $291K | Hold |
1,165
| – | – | 0.22% | 83 |
|
|
2019
Q4 | $342K | Hold |
1,165
| – | – | 0.21% | 85 |
|
|
2019
Q3 | $253K | Buy |
1,165
+150
| +15% | +$36.2K | 0.17% | 91 |
|
|
2019
Q2 | $248K | Buy |
1,015
+50
| +5% | +$12K | 0.17% | 92 |
|
|
2019
Q1 | $239K | Sell |
965
-150
| -13% | -$38.3K | 0.18% | 90 |
|
|
2018
Q4 | $278K | Hold |
1,115
| – | – | 0.23% | 82 |
|
|
2018
Q3 | $297K | Buy |
1,115
+65
| +6% | +$16.9K | 0.2% | 88 |
|
|
2018
Q2 | $258K | Hold |
1,050
| – | – | 0.19% | 94 |
|
|
2018
Q1 | $225K | Sell |
1,050
-450
| -30% | -$103K | 0.16% | 98 |
|
|
2017
Q4 | $331K | Hold |
1,500
| – | – | 0.24% | 86 |
|
|
2017
Q3 | $294K | Hold |
1,500
| – | – | 0.22% | 88 |
|
|
2017
Q2 | $278K | Hold |
1,500
| – | – | 0.21% | 88 |
|
|
2017
Q1 | $246K | Sell |
1,500
-450
| -23% | -$73.7K | 0.19% | 91 |
|
|
2016
Q4 | $312K | Hold |
1,950
| – | – | 0.24% | 82 |
|
|
2016
Q3 | $273K | Hold |
1,950
| – | – | 0.22% | 86 |
|
|
2016
Q2 | $275K | Hold |
1,950
| – | – | 0.23% | 84 |
|
|
2016
Q1 | $251K | Sell |
1,950
-200
| -9% | -$23.7K | 0.22% | 88 |
|
|
2015
Q4 | $253K | Hold |
2,150
| – | – | 0.22% | 88 |
|
|
2015
Q3 | $249K | Buy |
2,150
+150
| +8% | +$18K | 0.23% | 85 |
|
|
2015
Q2 | $244K | Hold |
2,000
| – | – | 0.21% | 89 |
|
|
2015
Q1 | $237K | Buy |
+2,000
| New | +$222K | 0.21% | 86 |
|
Other funds holding UNH
PAM
Sonata Capital Group's UNH Position: Q2 2026 in Review
Sonata Capital Group opened a new position in UnitedHealth (UNH) in Q2 2026: 665 shares worth $276K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings. This is a return to the name: Sonata Capital Group previously reported a position in UNH as recently as Q4 2025.
Sonata Capital Group first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $875K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Sonata Capital Group held 665 shares of UnitedHealth worth $276K as of Q2 2026.
- UnitedHealth was a new Sonata Capital Group position in Q2 2026.
- UnitedHealth made up 0.09% of Sonata Capital Group's portfolio in Q2 2026, its #116 holding.
- Sonata Capital Group first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
- Sonata Capital Group's UnitedHealth position peaked at $875K in Q3 2024.
- 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.