TC
UNH icon

TownSquare Capital’s UnitedHealth UNH Stock Holding History

TownSquare 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 		$633K Sell
2,338
-232
-9% -$69.1K 0.14% 131
2025
Q4 		$848K Sell
2,570
-3,207
-56% -$1.09M 0.19% 102
2025
Q3 		$1.99M Sell
5,777
-1,046
-15% -$316K 0.3% 76
2025
Q2 		$2.13M Sell
6,823
-59,543
-90% -$22.8M 0.21% 104
2025
Q1 		$34.8M Sell
66,366
-4,401
-6% -$2.25M 0.37% 52
2024
Q4 		$35.8M Sell
70,767
-15,114
-18% -$8.59M 0.4% 49
2024
Q3 		$50.2M Buy
85,881
+2,746
+3% +$1.55M 0.6% 31
2024
Q2 		$42.3M Buy
83,135
+6,904
+9% +$3.38M 0.58% 33
2024
Q1 		$37.7M Buy
76,231
+2,589
+4% +$1.32M 0.55% 40
2023
Q4 		$38.8M Sell
73,642
-2,610
-3% -$1.39M 0.66% 33
2023
Q3 		$38.4M Buy
76,252
+3,193
+4% +$1.57M 0.7% 32
2023
Q2 		$35.1M Buy
73,059
+9,376
+15% +$4.58M 0.64% 35
2023
Q1 		$30.1M Buy
63,683
+3,449
+6% +$1.66M 0.66% 37
2022
Q4 		$31.9M Buy
60,234
+865
+1% +$458K 0.79% 27
2022
Q3 		$30M Buy
59,369
+2,132
+4% +$1.12M 0.86% 32
2022
Q2 		$29.4M Sell
57,237
-7,212
-11% -$3.62M 0.83% 29
2022
Q1 		$32.9M Buy
64,449
+2,991
+5% +$1.44M 0.84% 31
2021
Q4 		$30.9M Buy
61,458
+5,395
+10% +$2.44M 0.77% 35
2021
Q3 		$21.9M Buy
56,063
+4,517
+9% +$1.87M 0.63% 37
2021
Q2 		$21.1M Buy
51,546
+838
+2% +$334K 0.68% 34
2021
Q1 		$18.9M Buy
50,708
+3,177
+7% +$1.1M 0.73% 36
2020
Q4 		$16.7M Buy
47,531
+10,392
+28% +$3.48M 0.74% 33
2020
Q3 		$11.7M Buy
+37,139
New +$11.4M 0.68% 37
2020
Q1 		– Sell
-775
Closed -$228K – 505
2019
Q4 		$228K Sell
775
-1,810
-70% -$474K 0.02% 401
2019
Q3 		$663K Sell
2,585
-361
-12% -$87.1K 0.05% 244
2019
Q2 		$737K Buy
2,946
+1,532
+108% +$368K 0.07% 203
2019
Q1 		$350K Buy
1,414
+650
+85% +$166K 0.03% 328
2018
Q4 		$203K Buy
+764
New +$202K 0.03% 352

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

TownSquare Capital's UNH Position: Q1 2026 in Review

TownSquare Capital reduced its UnitedHealth (UNH) stake by 9% in Q1 2026, selling an estimated $69.1K and leaving 2,338 shares worth $633K. The position accounts for 0.14% of the portfolio, ranked #131.

TownSquare Capital first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $50.2M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • TownSquare Capital held 2,338 shares of UnitedHealth worth $633K as of Q1 2026.
  • TownSquare Capital sold 232 UnitedHealth shares in Q1 2026, an estimated $69.1K.
  • UnitedHealth made up 0.14% of TownSquare Capital's portfolio in Q1 2026, its #131 holding.
  • TownSquare Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
  • TownSquare Capital's UnitedHealth position peaked at $50.2M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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