Aquatic Capital Management’s UnitedHealth UNH Stock Holding History

Aquatic 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	$11.2M	Sell	27,000 -80,796	-75%	-$29.9M	0.39%	49
2026 Q1	$29.2M	Buy	107,796 +3,944	+4%	+$1.17M	0.84%	19
2025 Q4	$34.3M	Buy	+103,852	New	+$35.2M	0.97%	10
2025 Q2	–	Sell	-43,501	Closed	-$22.8M	–	1565
2025 Q1	$22.8M	Sell	43,501 -32,042	-42%	-$16.4M	0.58%	29
2024 Q4	$38.2M	Buy	+75,543	New	+$42.9M	1.03%	6
2024 Q3	–	Sell	-7,002	Closed	-$3.57M	–	1563
2024 Q2	$3.57M	Sell	7,002 -117,118	-94%	-$57.4M	0.13%	162
2024 Q1	$61.4M	Buy	124,120 +100,600	+428%	+$51.1M	2.01%	1
2023 Q4	$12.4M	Buy	+23,520	New	+$12.5M	0.32%	85
2023 Q3	–	Sell	-9,500	Closed	-$4.57M	–	1680
2023 Q2	$4.57M	Sell	9,500 -21,800	-70%	-$10.7M	0.25%	96
2023 Q1	$14.8M	Buy	31,300 +3,200	+11%	+$1.54M	0.92%	18
2022 Q4	$14.9M	Buy	+28,100	New	+$14.9M	1.09%	9
2022 Q2	–	Sell	-2,400	Closed	-$1.22M	–	1583
2022 Q1	$1.22M	Buy	+2,400	New	+$1.16M	1.83%	5

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aquatic Capital Management's UNH Position: Q2 2026 in Review

Aquatic Capital Management reduced its UnitedHealth (UNH) stake by 75% in Q2 2026, selling an estimated $29.9M and leaving 27,000 shares worth $11.2M. The position accounts for 0.39% of the portfolio, ranked #49.

Aquatic Capital Management first reported a position in UNH in Q1 2022 and has held it in 12 quarters since. The position peaked at $61.4M in Q1 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Aquatic Capital Management held 27,000 shares of UnitedHealth worth $11.2M as of Q2 2026.
Aquatic Capital Management sold 80,796 UnitedHealth shares in Q2 2026, an estimated $29.9M.
UnitedHealth made up 0.39% of Aquatic Capital Management's portfolio in Q2 2026, its #49 holding.
Aquatic Capital Management first reported a position in UnitedHealth in Q1 2022 and has held it in 12 quarters since.
Aquatic Capital Management's UnitedHealth position peaked at $61.4M in Q1 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.