U.S. Capital Wealth Advisors’s UnitedHealth UNH Stock Holding History

U.S. Capital Wealth Advisors’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	$22.1M	Buy	81,700 +5,292	+7%	+$1.58M	0.56%	32
2025 Q4	$25.2M	Buy	76,408 +5,500	+8%	+$1.86M	0.66%	30
2025 Q3	$24.5M	Buy	70,908 +34,197	+93%	+$10.3M	0.66%	29
2025 Q2	$11.5M	Buy	36,711 +17,962	+96%	+$6.86M	0.33%	69
2025 Q1	$9.82M	Buy	18,749 +7,279	+63%	+$3.72M	0.3%	79
2024 Q4	$5.8M	Sell	11,470 -705	-6%	-$401K	0.18%	137
2024 Q3	$7.12M	Sell	12,175 -2,134	-15%	-$1.21M	0.25%	89
2024 Q2	$7.29M	Buy	14,309 +736	+5%	+$361K	0.28%	81
2024 Q1	$6.71M	Sell	13,573 -1,022	-7%	-$520K	0.26%	89
2023 Q4	$7.68M	Buy	14,595 +3,120	+27%	+$1.66M	0.3%	75
2023 Q3	$5.79M	Sell	11,475 -324	-3%	-$159K	0.26%	87
2023 Q2	$5.67M	Buy	11,799 +6	+0.1%	+$2.93K	0.27%	91
2023 Q1	$5.57M	Buy	11,793 +367	+3%	+$177K	0.26%	90
2022 Q4	$6.06M	Buy	11,426 +541	+5%	+$287K	0.28%	80
2022 Q3	$5.5M	Sell	10,885 -9,401	-46%	-$4.94M	0.28%	81
2022 Q2	$10.4M	Sell	20,286 -450	-2%	-$226K	0.46%	38
2022 Q1	$10.6M	Sell	20,736 -102	-0.5%	-$49.2K	0.39%	48
2021 Q4	$10.5M	Sell	20,838 -366	-2%	-$166K	0.41%	54
2021 Q3	$8.29M	Buy	+21,204	New	+$8.78M	0.36%	64

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

U.S. Capital Wealth Advisors's UNH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its UnitedHealth (UNH) stake by 6.9% in Q1 2026, buying an estimated $1.58M and bringing the position to 81,700 shares worth $22.1M. The position accounts for 0.56% of the portfolio, ranked #32.

U.S. Capital Wealth Advisors first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.2M in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

U.S. Capital Wealth Advisors held 81,700 shares of UnitedHealth worth $22.1M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,292 UnitedHealth shares in Q1 2026, an estimated $1.58M.
UnitedHealth made up 0.56% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #32 holding.
U.S. Capital Wealth Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's UnitedHealth position peaked at $25.2M in Q4 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.