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Cape Investment Advisory’s UnitedHealth UNH Stock Holding History

Cape Investment Advisory’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 		$232K Buy
+557
New +$206K 0.06% 211
2026
Q1 		– Sell
-277
Closed -$91.4K – 1144
2025
Q4 		$91.4K Sell
277
-1,242
-82% -$421K 0.03% 317
2025
Q3 		$525K Sell
1,519
-135
-8% -$40.8K 0.52% 49
2025
Q2 		$516K Buy
1,654
+98
+6% +$37.5K 0.19% 92
2025
Q1 		$815K Sell
1,556
-77
-5% -$39.4K 0.32% 67
2024
Q4 		$826K Sell
1,633
-30
-2% -$17K 0.32% 64
2024
Q3 		$972K Sell
1,663
-21
-1% -$11.9K 0.39% 55
2024
Q2 		$858K Buy
1,684
+71
+4% +$34.8K 0.39% 55
2024
Q1 		$798K Sell
1,613
-12
-0.7% -$6.1K 0.37% 58
2023
Q4 		$855K Buy
1,625
+11
+0.7% +$5.87K 0.42% 52
2023
Q3 		$814K Buy
1,614
+3
+0.2% +$1.48K 0.46% 47
2023
Q2 		$774K Sell
1,611
-38
-2% -$18.6K 0.43% 51
2023
Q1 		$779K Buy
+1,649
New +$796K 0.48% 45

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

Cape Investment Advisory's UNH Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in UnitedHealth (UNH) in Q2 2026: 557 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #211 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UNH as recently as Q4 2025.

Cape Investment Advisory first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $972K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cape Investment Advisory held 557 shares of UnitedHealth worth $232K as of Q2 2026.
  • UnitedHealth was a new Cape Investment Advisory position in Q2 2026.
  • UnitedHealth made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #211 holding.
  • Cape Investment Advisory first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's UnitedHealth position peaked at $972K in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.