Arcataur Capital Management’s UnitedHealth UNH Stock Holding History

Arcataur 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	$531K	Hold	1,278	–	–	0.13%	66
2026 Q1	$346K	Buy	1,278 +20	+2%	+$5.96K	0.1%	80
2025 Q4	$415K	Buy	1,258 +5	+0.4%	+$1.69K	0.12%	74
2025 Q3	$433K	Buy	1,253 +9	+0.7%	+$2.72K	0.13%	72
2025 Q2	$388K	Buy	1,244 +72	+6%	+$27.5K	0.12%	75
2025 Q1	$614K	Sell	1,172 -80	-6%	-$40.9K	0.21%	50
2024 Q4	$633K	Buy	1,252 +155	+14%	+$88.1K	0.21%	44
2024 Q3	$641K	Sell	1,097 -47	-4%	-$26.6K	0.22%	46
2024 Q2	$583K	Buy	1,144 +39	+4%	+$19.1K	0.21%	45
2024 Q1	$547K	Sell	1,105 -5	-0.5%	-$2.54K	0.2%	46
2023 Q4	$584K	Hold	1,110	–	–	0.22%	42
2023 Q3	$560K	Hold	1,110	–	–	0.23%	42
2023 Q2	$534K	Buy	+1,110	New	+$543K	0.22%	43

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Arcataur Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,278 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #66.

Arcataur Capital Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $641K in Q3 2024. 1,773 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Arcataur Capital Management held 1,278 shares of UnitedHealth worth $531K as of Q2 2026.
Arcataur Capital Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.13% of Arcataur Capital Management's portfolio in Q2 2026, its #66 holding.
Arcataur Capital Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
Arcataur Capital Management's UnitedHealth position peaked at $641K in Q3 2024.
1,773 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.