Vivaldi Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,209
| Closed | -$598K | – | 231 |
|
|
2026
Q1 | $598K | Sell |
2,209
-131
| -6% | -$39K | 0.08% | 146 |
|
|
2025
Q4 | $772K | Sell |
2,340
-22
| -0.9% | -$7.46K | 0.11% | 119 |
|
|
2025
Q3 | $815K | Sell |
2,362
-34
| -1% | -$10.3K | 0.12% | 118 |
|
|
2025
Q2 | $747K | Sell |
2,396
-207
| -8% | -$79.1K | 0.11% | 123 |
|
|
2025
Q1 | $1.36M | Buy |
2,603
+120
| +5% | +$61.3K | 0.22% | 88 |
|
|
2024
Q4 | $1.35M | Buy |
2,483
+45
| +2% | +$25.6K | 0.21% | 92 |
|
|
2024
Q3 | $1.43M | Buy |
2,438
+151
| +7% | +$85.4K | 0.41% | 54 |
|
|
2024
Q2 | $1.16M | Sell |
2,287
-26
| -1% | -$12.7K | 0.33% | 73 |
|
|
2024
Q1 | $1.19M | Buy |
2,313
+153
| +7% | +$77.8K | 0.35% | 79 |
|
|
2023
Q4 | $1.12M | Sell |
2,160
-323
| -13% | -$172K | 0.33% | 79 |
|
|
2023
Q3 | $1.25M | Sell |
2,483
-78
| -3% | -$38.4K | 0.41% | 63 |
|
|
2023
Q2 | $1.23M | Buy |
2,561
+160
| +7% | +$78.2K | 0.38% | 66 |
|
|
2023
Q1 | $1.13M | Sell |
2,401
-191
| -7% | -$92.2K | 0.34% | 66 |
|
|
2022
Q4 | $1.27M | Buy |
2,592
+170
| +7% | +$90.1K | 0.32% | 82 |
|
|
2022
Q3 | $1.22M | Sell |
2,422
-246
| -9% | -$129K | 0.33% | 70 |
|
|
2022
Q2 | $1.37M | Buy |
2,668
+92
| +4% | +$46.2K | 0.36% | 71 |
|
|
2022
Q1 | $1.25M | Sell |
2,576
-219
| -8% | -$106K | 0.33% | 75 |
|
|
2021
Q4 | $1.4M | Buy |
2,795
+406
| +17% | +$184K | 0.33% | 66 |
|
|
2021
Q3 | $933K | Hold |
2,389
| – | – | 0.2% | 84 |
|
|
2021
Q2 | $979K | Sell |
2,389
-43
| -2% | -$17.1K | 0.2% | 91 |
|
|
2021
Q1 | $997K | Sell |
2,432
-366
| -13% | -$127K | 0.2% | 91 |
|
|
2020
Q4 | $981K | Sell |
2,798
-250
| -8% | -$83.8K | 0.21% | 93 |
|
|
2020
Q3 | $1.08M | Sell |
3,048
-125
| -4% | -$38.4K | 0.24% | 88 |
|
|
2020
Q2 | $1.02M | Sell |
3,173
-385
| -11% | -$110K | 0.21% | 91 |
|
|
2020
Q1 | $887K | Sell |
3,558
-505
| -12% | -$139K | 0.2% | 88 |
|
|
2019
Q4 | $1.19M | Sell |
4,063
-3,680
| -48% | -$963K | 0.29% | 70 |
|
|
2019
Q3 | $1.68M | Buy |
7,743
+2,163
| +39% | +$522K | 0.4% | 55 |
|
|
2019
Q2 | $1.36M | Sell |
5,580
-3,647
| -40% | -$877K | 0.36% | 62 |
|
|
2019
Q1 | $2.28M | Buy |
9,227
+6,885
| +294% | +$1.76M | 0.63% | 43 |
|
|
2018
Q4 | $583K | Buy |
+2,342
| New | +$619K | 0.25% | 78 |
|
Other funds holding UNH
Vivaldi Capital Management's UNH Position: Q2 2026 in Review
Vivaldi Capital Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,209 shares — an estimated $598K sold.
Vivaldi Capital Management first reported a position in UNH in Q4 2018 and held it in 30 quarters. The position peaked at $2.28M in Q1 2019. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Vivaldi Capital Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
- Vivaldi Capital Management sold 2,209 UnitedHealth shares in Q2 2026, an estimated $598K.
- Vivaldi Capital Management first reported a position in UnitedHealth in Q4 2018 and held it in 30 quarters.
- Vivaldi Capital Management's UnitedHealth position peaked at $2.28M in Q1 2019.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Vivaldi Capital Management's 13F filing for Q2 2026.