Westhampton Capital
UNH icon

Westhampton Capital’s UnitedHealth UNH Stock Holding History

Westhampton 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
Q3 		– Sell
-772
Closed -$321K – 134
2026
Q2 		$321K Hold
772
– – 0.13% 104
2026
Q1 		$209K Hold
772
– – 0.1% 122
2025
Q4 		$255K Buy
772
+150
+24% +$50.8K 0.12% 108
2025
Q3 		$215K Buy
+622
New +$188K 0.1% 114
2025
Q2 		– Sell
-3,032
Closed -$1.59M – 119
2025
Q1 		$1.59M Sell
3,032
-17
-0.6% -$8.69K 0.87% 38
2024
Q4 		$1.54M Sell
3,049
-20
-0.7% -$11.4K 0.79% 44
2024
Q3 		$1.79M Buy
3,069
+10
+0.3% +$5.66K 0.91% 37
2024
Q2 		$1.56M Buy
3,059
+15
+0.5% +$7.35K 0.84% 38
2024
Q1 		$1.51M Sell
3,044
-10
-0.3% -$5.08K 0.82% 44
2023
Q4 		$1.61M Sell
3,054
-13
-0.4% -$6.93K 0.96% 39
2023
Q3 		$1.55M Sell
3,067
-15
-0.5% -$7.38K 1% 35
2023
Q2 		$1.48M Buy
3,082
+495
+19% +$242K 0.96% 33
2023
Q1 		$1.22M Buy
2,587
+30
+1% +$14.5K 0.79% 44
2022
Q4 		$1.36M Buy
2,557
+165
+7% +$87.4K 0.92% 43
2022
Q3 		$1.21M Buy
2,392
+10
+0.4% +$5.26K 0.91% 40
2022
Q2 		$1.22M Buy
2,382
+97
+4% +$48.7K 0.86% 43
2022
Q1 		$1.16M Buy
2,285
+10
+0.4% +$4.82K 0.75% 44
2021
Q4 		$1.14M Buy
2,275
+10
+0.4% +$4.53K 0.7% 49
2021
Q3 		$885K Sell
2,265
-20
-0.9% -$8.28K 0.61% 52
2021
Q2 		$915K Hold
2,285
– – 0.59% 54
2021
Q1 		$850K Hold
2,285
– – 0.59% 54
2020
Q4 		$801K Hold
2,285
– – 0.6% 53
2020
Q3 		$712K Sell
2,285
-56
-2% -$17.2K 0.58% 51
2020
Q2 		$690K Sell
2,341
-55
-2% -$15.8K 0.6% 50
2020
Q1 		$598K Hold
2,396
– – 0.62% 48
2019
Q4 		$704K Buy
2,396
+120
+5% +$31.4K 0.57% 52
2019
Q3 		$495K Buy
2,276
+1,080
+90% +$261K 0.41% 66
2019
Q2 		$292K Buy
+1,196
New +$288K 0.25% 94

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Westhampton Capital's UNH Position: Q3 2026 in Review

Westhampton Capital sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 772 shares — an estimated $321K sold.

Westhampton Capital first reported a position in UNH in Q2 2019 and held it in 28 quarters. The position peaked at $1.79M in Q3 2024. 1,813 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Westhampton Capital reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Westhampton Capital sold 772 UnitedHealth shares in Q3 2026, an estimated $321K.
  • Westhampton Capital first reported a position in UnitedHealth in Q2 2019 and held it in 28 quarters.
  • Westhampton Capital's UnitedHealth position peaked at $1.79M in Q3 2024.
  • 1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.