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Westerkirk Capital’s UnitedHealth UNH Stock Holding History

Westerkirk 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 		$6.63M Sell
24,487
-347
-1% -$103K 0.71% 32
2025
Q4 		$8.2M Buy
24,834
+2,140
+9% +$725K 0.8% 27
2025
Q3 		$7.84M Sell
22,694
-874
-4% -$264K 0.9% 21
2025
Q2 		$7.35M Buy
+23,568
New +$9.01M 0.91% 21

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

Westerkirk Capital's UNH Position: Q1 2026 in Review

Westerkirk Capital reduced its UnitedHealth (UNH) stake by 1.4% in Q1 2026, selling an estimated $103K and leaving 24,487 shares worth $6.63M. The position accounts for 0.71% of the portfolio, ranked #32.

Westerkirk Capital first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.2M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Westerkirk Capital held 24,487 shares of UnitedHealth worth $6.63M as of Q1 2026.
  • Westerkirk Capital sold 347 UnitedHealth shares in Q1 2026, an estimated $103K.
  • UnitedHealth made up 0.71% of Westerkirk Capital's portfolio in Q1 2026, its #32 holding.
  • Westerkirk Capital first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's UnitedHealth position peaked at $8.2M in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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