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Swan Capital’s UnitedHealth UNH Stock Holding History

Swan 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 		$4.7K Sell
17
-7
-29% -$2.08K ﹤0.01% 267
2025
Q4 		$8.04K Buy
24
+20
+500% +$6.78K ﹤0.01% 192
2025
Q3 		$1.38K Sell
4
-2
-33% -$605 ﹤0.01% 350
2025
Q2 		$1.87K Buy
+6
New +$2.29K ﹤0.01% 329

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

Swan Capital's UNH Position: Q1 2026 in Review

Swan Capital reduced its UnitedHealth (UNH) stake by 29% in Q1 2026, selling an estimated $2.08K and leaving 17 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Swan Capital first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.04K in Q4 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Swan Capital held 17 shares of UnitedHealth worth $4.7K as of Q1 2026.
  • Swan Capital sold 7 UnitedHealth shares in Q1 2026, an estimated $2.08K.
  • UnitedHealth made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #267 holding.
  • Swan Capital first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Swan Capital's UnitedHealth position peaked at $8.04K in Q4 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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