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Whetstone Capital Advisors’s UnitedHealth UNH Stock Holding History

Whetstone Capital Advisors’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 		$240K Buy
888
+185
+26% +$55.1K 0.08% 52
2025
Q4 		$232K Buy
703
+66
+10% +$22.4K 0.07% 30
2025
Q3 		$220K Buy
+637
New +$193K 0.06% 49

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

Whetstone Capital Advisors's UNH Position: Q1 2026 in Review

Whetstone Capital Advisors increased its UnitedHealth (UNH) stake by 26% in Q1 2026, buying an estimated $55.1K and bringing the position to 888 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #52.

Whetstone Capital Advisors first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Whetstone Capital Advisors held 888 shares of UnitedHealth worth $240K as of Q1 2026.
  • Whetstone Capital Advisors bought 185 UnitedHealth shares in Q1 2026, an estimated $55.1K.
  • UnitedHealth made up 0.08% of Whetstone Capital Advisors's portfolio in Q1 2026, its #52 holding.
  • Whetstone Capital Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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