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UNH icon

Soundwatch Capital’s UnitedHealth UNH Stock Holding History

Soundwatch 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 		$440K Sell
1,626
-16
-1% -$4.76K 0.06% 30
2025
Q4 		$542K Buy
1,642
+16
+1% +$5.42K 0.08% 25
2025
Q3 		$561K Sell
1,626
-335,048
-100% -$101M 0.09% 23
2025
Q2 		$3.12M Buy
336,674
+334,956
+19,497% +$128M 0.53% 39
2025
Q1 		$900K Sell
1,718
-204
-11% -$104K 0.41% 10
2024
Q4 		$972K Buy
1,922
+104
+6% +$59.1K 0.1% 14
2024
Q3 		$1.06M Buy
1,818
+109
+6% +$61.7K 0.17% 14
2024
Q2 		$870K Buy
+1,709
New +$838K 4.79% 7
2024
Q1 		– Sell
-2,467
Closed -$1.04M – 29
2023
Q4 		$1.04M Buy
2,467
+426
+21% +$227K 0.5% 10
2023
Q3 		$1.03M Buy
2,041
+140
+7% +$68.9K 0.22% 11
2023
Q2 		$928K Buy
1,901
+88
+5% +$43K 0.24% 11
2023
Q1 		$857K Buy
1,813
+1,686
+1,328% +$814K 0.2% 10
2022
Q4 		$2.62M Buy
+127
New +$67.3K 2.64% 2

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

Soundwatch Capital's UNH Position: Q1 2026 in Review

Soundwatch Capital reduced its UnitedHealth (UNH) stake by 0.97% in Q1 2026, selling an estimated $4.76K and leaving 1,626 shares worth $440K. The position accounts for 0.06% of the portfolio, ranked #30.

Soundwatch Capital first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.12M in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Soundwatch Capital held 1,626 shares of UnitedHealth worth $440K as of Q1 2026.
  • Soundwatch Capital sold 16 UnitedHealth shares in Q1 2026, an estimated $4.76K.
  • UnitedHealth made up 0.06% of Soundwatch Capital's portfolio in Q1 2026, its #30 holding.
  • Soundwatch Capital first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
  • Soundwatch Capital's UnitedHealth position peaked at $3.12M in Q2 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.