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Bluefin Capital Management’s UnitedHealth UNH Stock Holding History

Bluefin 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
2021
Q2 		– Sell
-125,000
Closed -$3.06M – 878
2021
Q1 		$3.06M Buy
+125,000
New +$43.3M 0.14% 88

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 $3.37T AUM 44.26% 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

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

Bluefin Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 3,700 shares worth $1.54M. The stake represents 0.39% of the portfolio and ranks #34 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in UNH as recently as Q2 2025.

Bluefin Capital Management first reported a position in UNH in Q2 2013 and has held it in 28 quarters since. The position peaked at $13.7M in Q2 2025. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bluefin Capital Management held 3,700 shares of UnitedHealth worth $1.54M as of Q2 2026.
  • UnitedHealth was a new Bluefin Capital Management position in Q2 2026.
  • UnitedHealth made up 0.39% of Bluefin Capital Management's portfolio in Q2 2026, its #34 holding.
  • Bluefin Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 28 quarters since.
  • Bluefin Capital Management's UnitedHealth position peaked at $13.7M in Q2 2025.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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