X-Square Capital’s UnitedHealth UNH Stock Holding History

X-Square 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	$952K	Buy	3,519 +873	+33%	+$260K	0.32%	89
2025 Q4	$873K	Sell	2,646 -354	-12%	-$120K	0.29%	94
2025 Q3	$1.04M	Buy	+3,000	New	+$907K	0.32%	81

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

X-Square Capital's UNH Position: Q1 2026 in Review

X-Square Capital increased its UnitedHealth (UNH) stake by 33% in Q1 2026, buying an estimated $260K and bringing the position to 3,519 shares worth $952K. The position accounts for 0.32% of the portfolio, ranked #89.

X-Square Capital first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

X-Square Capital held 3,519 shares of UnitedHealth worth $952K as of Q1 2026.
X-Square Capital bought 873 UnitedHealth shares in Q1 2026, an estimated $260K.
UnitedHealth made up 0.32% of X-Square Capital's portfolio in Q1 2026, its #89 holding.
X-Square Capital first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
X-Square Capital's UnitedHealth position peaked at $1.04M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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