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Wexford Capital’s UnitedHealth UNH Stock Holding History

Wexford 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 		– Sell
-293
Closed -$96.7K – 377
2025
Q4 		$96.7K Buy
+293
New +$99.3K 0.02% 275
2024
Q4 		– Sell
-6,413
Closed -$3.75M – 252
2024
Q3 		$3.75M Sell
6,413
-2,259
-26% -$1.28M 0.9% 29
2024
Q2 		$4.42M Sell
8,672
-2,156
-20% -$1.06M 1.12% 21
2024
Q1 		$5.36M Buy
10,828
+7,156
+195% +$3.64M 1.09% 26
2023
Q4 		$1.93M Buy
3,672
+2,000
+120% +$1.07M 0.41% 53
2023
Q3 		$843K Sell
1,672
-4,345
-72% -$2.14M 0.19% 88
2023
Q2 		$2.89M Sell
6,017
-1,517
-20% -$742K 0.57% 45
2023
Q1 		$3.56M Buy
7,534
+6,909
+1,105% +$3.33M 0.74% 34
2022
Q4 		$331K Sell
625
-625
-50% -$331K 0.07% 87
2022
Q3 		$631K Hold
1,250
– – 0.2% 71
2022
Q2 		$642 Buy
1,250
+3
+0.2% +$1.51K 0.04% 93
2022
Q1 		$636 Buy
1,247
+3
+0.2% +$1.45K 0.03% 87
2021
Q4 		$625 Buy
+1,244
New +$563K 0.03% 120
2021
Q2 		$456K Buy
+1,139
New +$454K 0.07% 127
2020
Q4 		– Sell
-10,250
Closed -$3.2M – 384
2020
Q3 		$3.2M Buy
+10,250
New +$3.15M 0.86% 36
2016
Q3 		– Sell
-7,190
Closed -$1.01M – 186
2016
Q2 		$1.01M Buy
+7,190
New +$959K 0.18% 71

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

Wexford Capital's UNH Position: Q1 2026 in Review

Wexford Capital sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 293 shares — an estimated $96.7K sold.

Wexford Capital first reported a position in UNH in Q2 2016 and held it in 16 quarters. The position peaked at $5.36M in Q1 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Wexford Capital reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Wexford Capital sold 293 UnitedHealth shares in Q1 2026, an estimated $96.7K.
  • Wexford Capital first reported a position in UnitedHealth in Q2 2016 and held it in 16 quarters.
  • Wexford Capital's UnitedHealth position peaked at $5.36M in Q1 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wexford Capital's 13F filing for Q1 2026, filed 15 May 2026.