Sonata Capital Group’s UnitedHealth UNH Stock Holding History

Sonata Capital Group’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 Q3	$244K	Hold	665	–	–	0.08%	120
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Sonata Capital Group's UNH Position: Q3 2026 in Review

Sonata Capital Group held its UnitedHealth (UNH) position steady in Q3 2026 at 665 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #120.

Sonata Capital Group first reported a position in UNH in Q1 2015 and has held it in 46 quarters since. The position peaked at $875K in Q3 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Sonata Capital Group held 665 shares of UnitedHealth worth $244K as of Q3 2026.
Sonata Capital Group left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.08% of Sonata Capital Group's portfolio in Q3 2026, its #120 holding.
Sonata Capital Group first reported a position in UnitedHealth in Q1 2015 and has held it in 46 quarters since.
Sonata Capital Group's UnitedHealth position peaked at $875K in Q3 2024.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.