XC
UNH icon

XY Capital’s UnitedHealth UNH Stock Holding History

XY 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
-84
Closed -$27.7K – 287
2025
Q4 		$27.7K Buy
+84
New +$28.5K 0.02% 259
2025
Q1 		– Sell
-70
Closed -$35.8K – 248
2024
Q4 		$35.4K Buy
+70
New +$39.8K 0.02% 179
2023
Q3 		– Sell
-70
Closed -$33.6K – 176
2023
Q2 		$33.6K Buy
+70
New +$34.2K 0.02% 97

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

XY Capital's UNH Position: Q1 2026 in Review

XY Capital sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 84 shares — an estimated $27.7K sold.

XY Capital first reported a position in UNH in Q2 2023 and held it in 3 quarters. The position peaked at $35.4K in Q4 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • XY Capital reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • XY Capital sold 84 UnitedHealth shares in Q1 2026, an estimated $27.7K.
  • XY Capital first reported a position in UnitedHealth in Q2 2023 and held it in 3 quarters.
  • XY Capital's UnitedHealth position peaked at $35.4K in Q4 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.