Stableford Capital II’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 | $993K | Buy |
2,388
+195
| +9% | +$72.3K | 0.34% | 83 |
|
|
2026
Q1 | $593K | Sell |
2,193
-1,686
| -43% | -$502K | 0.22% | 117 |
|
|
2025
Q4 | $1.28M | Buy |
3,879
+886
| +30% | +$300K | 0.46% | 60 |
|
|
2025
Q3 | $1.03M | Buy |
2,993
+17
| +0.6% | +$5.14K | 0.37% | 74 |
|
|
2025
Q2 | $836K | Sell |
2,976
-1,256
| -30% | -$480K | 0.32% | 95 |
|
|
2025
Q1 | $1.92M | Sell |
4,232
-28
| -0.7% | -$14.3K | 0.81% | 29 |
|
|
2024
Q4 | $2.15M | Buy |
4,260
+426
| +11% | +$242K | 0.85% | 29 |
|
|
2024
Q3 | $2.29M | Sell |
3,834
-318
| -8% | -$180K | 0.92% | 30 |
|
|
2024
Q2 | $2.38M | Buy |
4,152
+14
| +0.3% | +$6.86K | 0.94% | 26 |
|
|
2024
Q1 | $2.05M | Buy |
4,138
+386
| +10% | +$196K | 0.82% | 26 |
|
|
2023
Q4 | $2.02M | Sell |
3,752
-36
| -1% | -$19.2K | 0.87% | 25 |
|
|
2023
Q3 | $2M | Sell |
3,788
-165
| -4% | -$81.2K | 0.92% | 22 |
|
|
2023
Q2 | $1.99M | Buy |
+3,953
| New | +$1.93M | 0.88% | 25 |
|
|
2023
Q1 | – | Sell |
-3,498
| Closed | -$1.71M | – | 158 |
|
|
2022
Q4 | $1.71M | Buy |
3,498
+16
| +0.5% | +$8.47K | 0.93% | 22 |
|
|
2022
Q3 | $1.86M | Sell |
3,482
-67
| -2% | -$35.2K | 0.9% | 27 |
|
|
2022
Q2 | $1.9M | Sell |
3,549
-284
| -7% | -$143K | 0.88% | 25 |
|
|
2022
Q1 | $2.06M | Sell |
3,833
-502
| -12% | -$242K | 0.87% | 28 |
|
|
2021
Q4 | $2M | Buy |
4,335
+297
| +7% | +$134K | 0.84% | 28 |
|
|
2021
Q3 | $1.7M | Buy |
4,038
+2,229
| +123% | +$923K | 0.86% | 27 |
|
|
2021
Q2 | $724K | Buy |
1,809
+10
| +0.6% | +$3.99K | 0.35% | 82 |
|
|
2021
Q1 | $669K | Sell |
1,799
-44
| -2% | -$15.2K | 0.34% | 86 |
|
|
2020
Q4 | $646K | Buy |
+1,843
| New | +$618K | 0.38% | 86 |
|
|
2020
Q1 | – | Sell |
-1,453
| Closed | -$427K | – | 106 |
|
|
2019
Q4 | $427K | Sell |
1,453
-12
| -0.8% | -$3.14K | 0.39% | 55 |
|
|
2019
Q3 | $318K | Buy |
1,465
+73
| +5% | +$17.6K | 0.3% | 76 |
|
|
2019
Q2 | $340K | Sell |
1,392
-4,392
| -76% | -$1.06M | 0.33% | 57 |
|
|
2019
Q1 | $1.43M | Sell |
5,784
-4,962
| -46% | -$1.27M | 1.19% | 19 |
|
|
2018
Q4 | $2.68M | Sell |
10,746
-2,067
| -16% | -$546K | 2.84% | 7 |
|
|
2018
Q3 | $3.41M | Sell |
12,813
-183
| -1% | -$47.6K | 2.25% | 10 |
|
|
2018
Q2 | $3.19M | Sell |
12,996
-47
| -0.4% | -$11.3K | 2.07% | 10 |
|
|
2018
Q1 | $2.79M | Buy |
13,043
+3,303
| +34% | +$754K | 1.96% | 13 |
|
|
2017
Q4 | $2.15M | Buy |
9,740
+682
| +8% | +$145K | 1.44% | 19 |
|
|
2017
Q3 | $1.77M | Buy |
9,058
+851
| +10% | +$164K | 1.29% | 22 |
|
|
2017
Q2 | $1.52M | Buy |
8,207
+366
| +5% | +$64.2K | 1.22% | 24 |
|
|
2017
Q1 | $1.29M | Buy |
7,841
+1,634
| +26% | +$268K | 1.12% | 26 |
|
|
2016
Q4 | $993K | Buy |
+6,207
| New | +$927K | 1.27% | 26 |
|
Other funds holding UNH
LMFP
PAM
DC
Stableford Capital II's UNH Position: Q2 2026 in Review
Stableford Capital II increased its UnitedHealth (UNH) stake by 8.9% in Q2 2026, buying an estimated $72.3K and bringing the position to 2,388 shares worth $993K. The position accounts for 0.34% of the portfolio, ranked #83.
Stableford Capital II first reported a position in UNH in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.41M in Q3 2018. 906 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Stableford Capital II held 2,388 shares of UnitedHealth worth $993K as of Q2 2026.
- Stableford Capital II bought 195 UnitedHealth shares in Q2 2026, an estimated $72.3K.
- UnitedHealth made up 0.34% of Stableford Capital II's portfolio in Q2 2026, its #83 holding.
- Stableford Capital II first reported a position in UnitedHealth in Q4 2016 and has held it in 35 quarters since.
- Stableford Capital II's UnitedHealth position peaked at $3.41M in Q3 2018.
- 906 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.