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Vivaldi Capital Management’s UnitedHealth UNH Stock Holding History

Vivaldi Capital Management’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 		$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

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

Vivaldi Capital Management's UNH Position: Q1 2026 in Review

Vivaldi Capital Management reduced its UnitedHealth (UNH) stake by 5.6% in Q1 2026, selling an estimated $39K and leaving 2,209 shares worth $598K. The position accounts for 0.08% of the portfolio, ranked #146.

Vivaldi Capital Management first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.28M in Q1 2019. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Vivaldi Capital Management held 2,209 shares of UnitedHealth worth $598K as of Q1 2026.
  • Vivaldi Capital Management sold 131 UnitedHealth shares in Q1 2026, an estimated $39K.
  • UnitedHealth made up 0.08% of Vivaldi Capital Management's portfolio in Q1 2026, its #146 holding.
  • Vivaldi Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Vivaldi Capital Management's UnitedHealth position peaked at $2.28M in Q1 2019.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Vivaldi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.