Union Heritage Capital’s UnitedHealth UNH Stock Holding History

Union Heritage 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	$999K	Hold	3,692	–	–	0.37%	53
2025 Q4	$1.22M	Sell	3,692 -486	-12%	-$165K	0.41%	51
2025 Q3	$1.44M	Sell	4,178 -5,300	-56%	-$1.6M	0.47%	52
2025 Q2	$2.96M	Hold	9,478	–	–	1.03%	35
2025 Q1	$4.96M	Hold	9,478	–	–	1.85%	19
2024 Q4	$4.79M	Hold	9,478	–	–	1.77%	20
2024 Q3	$5.54M	Hold	9,478	–	–	2.04%	17
2024 Q2	$4.83M	Hold	9,478	–	–	1.9%	19
2024 Q1	$4.69M	Buy	9,478 +1,578	+20%	+$802K	1.86%	22
2023 Q4	$4.16M	Hold	7,900	–	–	2.16%	16
2023 Q3	$3.98M	Hold	7,900	–	–	2.26%	14
2023 Q2	$3.8M	Hold	7,900	–	–	2.06%	19
2023 Q1	$3.73M	Hold	7,900	–	–	2.27%	18
2022 Q4	$4.19M	Hold	7,900	–	–	2.55%	14
2022 Q3	$3.99M	Hold	7,900	–	–	2.65%	11
2022 Q2	$4.06M	Hold	7,900	–	–	2.61%	12
2022 Q1	$4.03M	Sell	7,900 -100	-1%	-$48.2K	2.24%	15
2021 Q4	$4.02M	Hold	8,000	–	–	1.88%	18
2021 Q3	$3.13M	Hold	8,000	–	–	1.47%	25
2021 Q2	$3.2M	Hold	8,000	–	–	1.5%	24
2021 Q1	$2.98M	Buy	+8,000	New	+$2.77M	1.48%	23

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

Union Heritage Capital's UNH Position: Q1 2026 in Review

Union Heritage Capital held its UnitedHealth (UNH) position steady in Q1 2026 at 3,692 shares worth $999K. The position accounts for 0.37% of the portfolio, ranked #53.

Union Heritage Capital first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.54M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Union Heritage Capital held 3,692 shares of UnitedHealth worth $999K as of Q1 2026.
Union Heritage Capital left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.37% of Union Heritage Capital's portfolio in Q1 2026, its #53 holding.
Union Heritage Capital first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
Union Heritage Capital's UnitedHealth position peaked at $5.54M in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.