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	-1,700	Closed	-$561K	–	286
2025 Q4	$561K	Sell	1,700 -800	-32%	-$271K	0.35%	58
2025 Q3	$863K	Buy	+2,500	New	+$756K	0.45%	54
2025 Q2	–	Sell	-1,800	Closed	-$943K	–	208
2025 Q1	$943K	Buy	1,800 +1,500	+500%	+$767K	0.27%	81
2024 Q4	$152K	Buy	+300	New	+$170K	0.07%	155
2023 Q3	–	Sell	-3,000	Closed	-$1.44M	–	175
2023 Q2	$1.44M	Buy	+3,000	New	+$1.47M	1.04%	28

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

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.