AFCM
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Applied Finance Capital Management’s UnitedHealth UNH Stock Holding History

Applied Finance Capital Management’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
Q2 		– Sell
-9,038
Closed -$2.45M – 260
2026
Q1 		$2.45M Buy
9,038
+776
+9% +$231K 0.18% 66
2025
Q4 		$2.73M Buy
8,262
+62
+0.8% +$21K 0.2% 66
2025
Q3 		$2.83M Buy
+8,200
New +$2.48M 0.2% 58

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Applied Finance Capital Management's UNH Position: Q2 2026 in Review

Applied Finance Capital Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 9,038 shares — an estimated $2.45M sold.

Applied Finance Capital Management first reported a position in UNH in Q3 2025 and held it in 3 quarters. The position peaked at $2.83M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Applied Finance Capital Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 9,038 UnitedHealth shares in Q2 2026, an estimated $2.45M.
  • Applied Finance Capital Management first reported a position in UnitedHealth in Q3 2025 and held it in 3 quarters.
  • Applied Finance Capital Management's UnitedHealth position peaked at $2.83M in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.