Tacita Capital’s UnitedHealth UNH Stock Holding History

Tacita 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	$10.3K	Sell	38 -4	-10%	-$1.19K	0.01%	219
2025 Q4	$13.9K	Hold	42	–	–	0.01%	193
2025 Q3	$14.5K	Hold	42	–	–	0.01%	189
2025 Q2	$13.1K	Sell	42 -70	-63%	-$26.8K	0.01%	188
2025 Q1	$58.7K	Hold	112	–	–	0.04%	117
2024 Q4	$56.7K	Buy	112 +70	+167%	+$39.8K	0.04%	119
2024 Q3	$24.6K	Hold	42	–	–	0.02%	163
2024 Q2	$21.4K	Hold	42	–	–	0.02%	175
2024 Q1	$20.8K	Sell	42 -16	-28%	-$8.13K	0.01%	175
2023 Q4	$30.5K	Buy	+58	New	+$30.9K	0.02%	165
2022 Q4	–	Sell	-112	Closed	-$57K	–	201
2022 Q3	$57K	Sell	112 -28	-20%	-$14.7K	0.04%	108
2022 Q2	$72K	Sell	140 -5	-3%	-$2.51K	0.05%	112
2022 Q1	$74K	Hold	145	–	–	0.04%	119
2021 Q4	$73K	Hold	145	–	–	0.04%	114
2021 Q3	$57K	Sell	145 -30	-17%	-$12.4K	0.03%	126
2021 Q2	$70K	Buy	+175	New	+$69.8K	0.04%	116

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tacita Capital's UNH Position: Q1 2026 in Review

Tacita Capital reduced its UnitedHealth (UNH) stake by 9.5% in Q1 2026, selling an estimated $1.19K and leaving 38 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #219.

Tacita Capital first reported a position in UNH in Q2 2021 and has held it in 16 quarters since. The position peaked at $74K in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Tacita Capital held 38 shares of UnitedHealth worth $10.3K as of Q1 2026.
Tacita Capital sold 4 UnitedHealth shares in Q1 2026, an estimated $1.19K.
UnitedHealth made up 0.01% of Tacita Capital's portfolio in Q1 2026, its #219 holding.
Tacita Capital first reported a position in UnitedHealth in Q2 2021 and has held it in 16 quarters since.
Tacita Capital's UnitedHealth position peaked at $74K in Q1 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tacita Capital's 13F filing for Q1 2026, filed 7 May 2026.