Waterloo Capital’s UnitedHealth UNH Stock Holding History

Waterloo 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	$613K	Buy	2,266 +135	+6%	+$40.2K	0.04%	273
2025 Q4	$704K	Sell	2,131 -3,929	-65%	-$1.33M	0.05%	248
2025 Q3	$2.09M	Buy	6,060 +531	+10%	+$161K	0.16%	138
2025 Q2	$1.72M	Sell	5,529 -2,196	-28%	-$839K	0.14%	146
2025 Q1	$4.05M	Buy	7,725 +282	+4%	+$144K	0.38%	65
2024 Q4	$3.77M	Sell	7,443 -138	-2%	-$78.4K	0.4%	67
2024 Q3	$4.43M	Sell	7,581 -338	-4%	-$191K	0.48%	50
2024 Q2	$4.03M	Buy	7,919 +960	+14%	+$471K	0.48%	52
2024 Q1	$3.44M	Buy	6,959 +1,646	+31%	+$837K	0.44%	54
2023 Q4	$2.8M	Buy	5,313 +2,548	+92%	+$1.36M	0.45%	52
2023 Q3	$1.39M	Buy	2,765 +316	+13%	+$156K	0.41%	52
2023 Q2	$1.18M	Sell	2,449 -218	-8%	-$107K	0.35%	51
2023 Q1	$1.26M	Buy	+2,667	New	+$1.29M	0.39%	48
2020 Q1	$841K	Buy	+3,373	New	+$928K	0.6%	40

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

Waterloo Capital's UNH Position: Q1 2026 in Review

Waterloo Capital increased its UnitedHealth (UNH) stake by 6.3% in Q1 2026, buying an estimated $40.2K and bringing the position to 2,266 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #273.

Waterloo Capital first reported a position in UNH in Q1 2020 and has held it in 14 quarters since. The position peaked at $4.43M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Waterloo Capital held 2,266 shares of UnitedHealth worth $613K as of Q1 2026.
Waterloo Capital bought 135 UnitedHealth shares in Q1 2026, an estimated $40.2K.
UnitedHealth made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #273 holding.
Waterloo Capital first reported a position in UnitedHealth in Q1 2020 and has held it in 14 quarters since.
Waterloo Capital's UnitedHealth position peaked at $4.43M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.