Capital Fund Management (CFM)’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-629,462
Closed -$190M 2696
2025
Q2
$196M Buy
629,462
+481,338
+325% +$184M 0.54% 9
2025
Q1
$77.6M Sell
148,124
-19,834
-12% -$10.1M 0.22% 114
2024
Q4
$85M Buy
+167,958
New +$95.4M 0.22% 117
2024
Q3
Sell
-115,172
Closed -$65.1M 2164
2024
Q2
$58.7M Sell
115,172
-62,850
-35% -$30.8M 0.17% 167
2024
Q1
$88.1M Buy
+178,022
New +$90.5M 0.25% 87
2023
Q4
Sell
-21,483
Closed -$11.5M 2304
2023
Q3
$10.8M Sell
21,483
-94,387
-81% -$46.5M 0.04% 574
2023
Q2
$55.7M Sell
115,870
-34,698
-23% -$17M 0.23% 106
2023
Q1
$71.2M Buy
150,568
+115,830
+333% +$55.9M 0.34% 60
2022
Q4
$18.4M Buy
+34,738
New +$18.4M 0.12% 223
2021
Q2
Sell
-14,387
Closed -$5.74M 1662
2021
Q1
$5.35M Sell
14,387
-11,323
-44% -$3.92M 0.06% 401
2020
Q4
$9.02M Sell
25,710
-43,298
-63% -$14.5M 0.09% 282
2020
Q3
$21.5M Buy
+69,008
New +$21.2M 0.27% 106
2019
Q4
Sell
-40,144
Closed -$10.5M 2049
2019
Q3
$8.72M Buy
+40,144
New +$9.69M 0.08% 324
2019
Q2
Sell
-325,460
Closed -$78.3M 1941
2019
Q1
$80.5M Buy
325,460
+289,068
+794% +$73.7M 0.72% 10
2018
Q4
$9.07M Buy
36,392
+23,306
+178% +$6.16M 0.08% 339
2018
Q3
$3.48M Sell
13,086
-45,696
-78% -$11.9M 0.02% 903
2018
Q2
$14.4M Sell
58,782
-68,180
-54% -$16.4M 0.08% 362
2018
Q1
$27.2M Sell
126,962
-118,247
-48% -$27M 0.16% 170
2017
Q4
$54.1M Buy
245,209
+28,700
+13% +$6.08M 0.3% 72
2017
Q3
$42.4M Buy
216,509
+174,055
+410% +$33.6M 0.3% 84
2017
Q2
$7.87M Buy
+42,454
New +$7.44M 0.06% 353
2017
Q1
Sell
-79,139
Closed -$13M 1831
2016
Q4
$12.7M Buy
79,139
+59,775
+309% +$8.93M 0.11% 257
2016
Q3
$2.71M Buy
+19,364
New +$2.71M 0.02% 657
2016
Q1
Sell
-113,837
Closed -$13.4M 1861
2015
Q4
$13.4M Sell
113,837
-166,205
-59% -$19.4M 0.14% 199
2015
Q3
$32.5M Buy
280,042
+274,242
+4,728% +$32.8M 0.36% 48
2015
Q2
$708K Buy
+5,800
New +$686K 0.01% 945
2014
Q3
Sell
-52,269
Closed -$4.42M 1831
2014
Q2
$4.27M Buy
+52,269
New +$4.11M 0.05% 466
2014
Q1
Sell
-186,088
Closed -$14M 1973
2013
Q4
$14M Buy
186,088
+179,384
+2,676% +$12.9M 0.17% 119
2013
Q3
$480K Buy
+6,704
New +$480K 0.01% 1169

Other funds holding UNH

Capital Fund Management (CFM)'s UNH Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 629,462 shares — an estimated $190M sold.

Capital Fund Management (CFM) first reported a position in UNH in Q3 2013 and held it in 29 quarters. The position peaked at $196M in Q2 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 629,462 UnitedHealth shares in Q3 2025, an estimated $190M.
  • Capital Fund Management (CFM) first reported a position in UnitedHealth in Q3 2013 and held it in 29 quarters.
  • Capital Fund Management (CFM)'s UnitedHealth position peaked at $196M in Q2 2025.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.