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

Capital Fund Management (CFM)’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 Q1	$50.5M	Sell	186,600 -277,400	-60%	-$82.6M	0.23%	78
2025 Q4	$153M	Sell	464,000 -9,100	-2%	-$3.08M	0.43%	19
2025 Q3	$163M	Buy	473,100 +139,400	+42%	+$42.2M	0.43%	19
2025 Q2	$104M	Buy	333,700 +270,400	+427%	+$103M	0.29%	53
2025 Q1	$33.2M	Buy	+63,300	New	+$32.4M	0.1%	294
2024 Q2	–	Sell	-11,700	Closed	-$5.79M	–	2187
2024 Q1	$5.79M	Buy	+11,700	New	+$5.95M	0.02%	984
2023 Q3	–	Sell	-13,000	Closed	-$6.25M	–	2102
2023 Q2	$6.25M	Sell	13,000 -60,200	-82%	-$29.4M	0.03%	756
2023 Q1	$34.6M	Sell	73,200 -30,500	-29%	-$14.7M	0.17%	151
2022 Q4	$55M	Buy	103,700 +90,600	+692%	+$48M	0.37%	48
2022 Q3	$6.62M	Buy	+13,100	New	+$6.89M	0.05%	457
2022 Q2	–	Sell	-34,300	Closed	-$17.5M	–	1659
2022 Q1	$17.5M	Buy	34,300 +14,100	+70%	+$6.8M	0.14%	201
2021 Q4	$10.1M	Sell	20,200 -1,700	-8%	-$770K	0.07%	370
2021 Q3	$8.56M	Buy	21,900 +4,500	+26%	+$1.86M	0.06%	403
2021 Q2	$6.97M	Buy	+17,400	New	+$6.94M	0.06%	441
2020 Q3	–	Sell	-26,500	Closed	-$7.82M	–	1402
2020 Q2	$7.82M	Buy	26,500 +19,200	+263%	+$5.5M	0.12%	227
2020 Q1	$1.82M	Sell	7,300 -11,400	-61%	-$3.14M	0.03%	560
2019 Q4	$5.5M	Buy	18,700 +17,500	+1,458%	+$4.58M	0.04%	503
2019 Q3	$261K	Buy	+1,200	New	+$290K	﹤0.01%	1491
2019 Q1	–	Sell	-3,800	Closed	-$947K	–	2109
2018 Q4	$947K	Buy	3,800 +900	+31%	+$238K	0.01%	1108
2018 Q3	$772K	Hold	2,900	–	–	﹤0.01%	1459
2018 Q2	$711K	Sell	2,900 -35,300	-92%	-$8.48M	﹤0.01%	1461
2018 Q1	$8.18M	Buy	38,200 +6,800	+22%	+$1.55M	0.05%	505
2017 Q4	$6.92M	Buy	31,400 +26,200	+504%	+$5.55M	0.04%	537
2017 Q3	$1.02M	Sell	5,200 -22,800	-81%	-$4.4M	0.01%	966
2017 Q2	$5.19M	Buy	28,000 +24,800	+775%	+$4.35M	0.04%	457
2017 Q1	$525K	Sell	3,200 -300	-9%	-$49.1K	﹤0.01%	1129
2016 Q4	$560K	Buy	+3,500	New	+$523K	﹤0.01%	1220
2016 Q3	–	Sell	-3,100	Closed	-$438K	–	1807
2016 Q2	$438K	Buy	+3,100	New	+$413K	﹤0.01%	1217
2016 Q1	–	Sell	-182,000	Closed	-$21.4M	–	1860
2015 Q4	$21.4M	Sell	182,000 -1,700	-0.9%	-$199K	0.22%	123
2015 Q3	$21.3M	Sell	183,700 -68,300	-27%	-$8.17M	0.24%	103
2015 Q2	$30.7M	Buy	252,000 +8,600	+4%	+$1.02M	0.39%	56
2015 Q1	$28.8M	Buy	243,400 +102,400	+73%	+$11.4M	0.39%	53
2014 Q4	$14.3M	Buy	141,000 +41,300	+41%	+$3.91M	0.17%	152
2014 Q3	$8.6M	Buy	99,700 +78,500	+370%	+$6.63M	0.1%	262
2014 Q2	$1.73M	Sell	21,200 -3,400	-14%	-$268K	0.02%	772
2014 Q1	$2.02M	Buy	24,600 +16,000	+186%	+$1.2M	0.02%	689
2013 Q4	$648K	Buy	8,600 +4,700	+121%	+$338K	0.01%	1161
2013 Q3	$279K	Sell	3,900 -10,800	-73%	-$773K	﹤0.01%	1391
2013 Q2	$963K	Buy	+14,700	New	+$915K	0.01%	816

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.