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Caldwell Sutter Capital’s UnitedHealth UNH Stock Holding History

Caldwell Sutter 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
Q2 		$508K Buy
1,222
+79
+7% +$29.3K 0.19% 130
2026
Q1 		$309K Buy
1,143
+112
+11% +$33.4K 0.13% 168
2025
Q4 		$340K Buy
1,031
+51
+5% +$17.3K 0.14% 148
2025
Q3 		$338K Buy
980
+65
+7% +$19.7K 0.14% 152
2025
Q2 		$285K Buy
915
+44
+5% +$16.8K 0.13% 157
2025
Q1 		$456K Sell
871
-80
-8% -$40.9K 0.22% 117
2024
Q4 		$481K Sell
951
-94
-9% -$53.4K 0.22% 114
2024
Q3 		$611K Sell
1,045
-16
-2% -$9.05K 0.28% 96
2024
Q2 		$540K Buy
1,061
+14
+1% +$6.86K 0.27% 102
2024
Q1 		$518K Sell
1,047
-1,002
-49% -$509K 0.25% 106
2023
Q4 		$1.08M Buy
2,049
+152
+8% +$81.1K 0.55% 53
2023
Q3 		$956K Sell
1,897
-1
-0.1% -$492 0.53% 52
2023
Q2 		$912K Buy
1,898
+638
+51% +$312K 0.48% 59
2023
Q1 		$595K Buy
1,260
+110
+10% +$53.1K 0.43% 59
2022
Q4 		$610K Buy
+1,150
New +$609K 0.54% 54

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

Caldwell Sutter Capital's UNH Position: Q2 2026 in Review

Caldwell Sutter Capital increased its UnitedHealth (UNH) stake by 6.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,222 shares worth $508K. The position accounts for 0.19% of the portfolio, ranked #130.

Caldwell Sutter Capital first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2023. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Caldwell Sutter Capital held 1,222 shares of UnitedHealth worth $508K as of Q2 2026.
  • Caldwell Sutter Capital bought 79 UnitedHealth shares in Q2 2026, an estimated $29.3K.
  • UnitedHealth made up 0.19% of Caldwell Sutter Capital's portfolio in Q2 2026, its #130 holding.
  • Caldwell Sutter Capital first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's UnitedHealth position peaked at $1.08M in Q4 2023.
  • 3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.