TwinBeech Capital’s UnitedHealth UNH Stock Holding History

TwinBeech 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	$2.69M	Buy	9,953 +9,024	+971%	+$2.69M	0.28%	112
2025 Q4	$307K	Buy	+929	New	+$315K	0.02%	476
2025 Q3	–	Sell	-874	Closed	-$273K	–	861
2025 Q2	$273K	Buy	+874	New	+$334K	0.01%	564
2025 Q1	–	Sell	-135,881	Closed	-$68.7M	–	985
2024 Q4	$68.7M	Buy	+135,881	New	+$77.2M	1.18%	8
2024 Q2	–	Sell	-7,486	Closed	-$3.7M	–	795
2024 Q1	$3.7M	Buy	7,486 +3,398	+83%	+$1.73M	0.08%	255
2023 Q4	$2.15M	Buy	+4,088	New	+$2.18M	0.03%	390
2023 Q2	–	Sell	-34,870	Closed	-$16.5M	–	872
2023 Q1	$16.5M	Buy	+34,870	New	+$16.8M	0.33%	92
2021 Q4	–	Sell	-7,876	Closed	-$3.08M	–	824
2021 Q3	$3.08M	Buy	+7,876	New	+$3.26M	0.22%	148

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

TwinBeech Capital's UNH Position: Q1 2026 in Review

TwinBeech Capital increased its UnitedHealth (UNH) stake by 971% in Q1 2026, buying an estimated $2.69M and bringing the position to 9,953 shares worth $2.69M. The position accounts for 0.28% of the portfolio, ranked #112.

TwinBeech Capital first reported a position in UNH in Q3 2021 and has held it in 8 quarters since. The position peaked at $68.7M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

TwinBeech Capital held 9,953 shares of UnitedHealth worth $2.69M as of Q1 2026.
TwinBeech Capital bought 9,024 UnitedHealth shares in Q1 2026, an estimated $2.69M.
UnitedHealth made up 0.28% of TwinBeech Capital's portfolio in Q1 2026, its #112 holding.
TwinBeech Capital first reported a position in UnitedHealth in Q3 2021 and has held it in 8 quarters since.
TwinBeech Capital's UnitedHealth position peaked at $68.7M in Q4 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.