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	$42M	Sell	155,400 -112,100	-42%	-$33.4M	0.19%	110
2025 Q4	$88.3M	Buy	267,500 +25,000	+10%	+$8.47M	0.25%	61
2025 Q3	$83.7M	Buy	242,500 +29,200	+14%	+$8.83M	0.22%	81
2025 Q2	$66.5M	Buy	213,300 +98,300	+85%	+$37.6M	0.18%	139
2025 Q1	$60.2M	Buy	115,000 +102,600	+827%	+$52.4M	0.17%	159
2024 Q4	$6.27M	Buy	12,400 +2,200	+22%	+$1.25M	0.02%	976
2024 Q3	$5.96M	Buy	+10,200	New	+$5.77M	0.02%	942
2024 Q2	–	Sell	-17,900	Closed	-$8.86M	–	2188
2024 Q1	$8.86M	Buy	17,900 +5,600	+46%	+$2.85M	0.03%	796
2023 Q4	$6.48M	Buy	12,300 +1,200	+11%	+$640K	0.02%	972
2023 Q3	$5.6M	Sell	11,100 -19,100	-63%	-$9.4M	0.02%	867
2023 Q2	$14.5M	Sell	30,200 -22,400	-43%	-$11M	0.06%	436
2023 Q1	$24.9M	Buy	52,600 +1,400	+3%	+$676K	0.12%	233
2022 Q4	$27.1M	Buy	51,200 +37,700	+279%	+$20M	0.18%	149
2022 Q3	$6.82M	Buy	13,500 +600	+5%	+$315K	0.05%	440
2022 Q2	$6.63M	Sell	12,900 -7,500	-37%	-$3.77M	0.06%	434
2022 Q1	$10.4M	Sell	20,400 -12,900	-39%	-$6.22M	0.08%	327
2021 Q4	$16.7M	Buy	33,300 +12,900	+63%	+$5.84M	0.12%	237
2021 Q3	$7.97M	Sell	20,400 -900	-4%	-$373K	0.06%	421
2021 Q2	$8.53M	Buy	+21,300	New	+$8.49M	0.07%	379
2020 Q3	–	Sell	-25,200	Closed	-$7.43M	–	1403
2020 Q2	$7.43M	Buy	25,200 +16,400	+186%	+$4.7M	0.12%	235
2020 Q1	$2.19M	Sell	8,800 -28,200	-76%	-$7.76M	0.03%	500
2019 Q4	$10.9M	Buy	37,000 +33,100	+849%	+$8.66M	0.09%	297
2019 Q3	$848K	Sell	3,900 -2,000	-34%	-$483K	0.01%	1065
2019 Q2	$1.44M	Buy	+5,900	New	+$1.42M	0.01%	900
2019 Q1	–	Sell	-217,900	Closed	-$54.3M	–	2110
2018 Q4	$54.3M	Buy	217,900 +900	+0.4%	+$238K	0.48%	26
2018 Q3	$57.7M	Sell	217,000 -1,300	-0.6%	-$338K	0.31%	44
2018 Q2	$53.6M	Sell	218,300 -19,900	-8%	-$4.78M	0.28%	84
2018 Q1	$51M	Buy	238,200 +1,200	+0.5%	+$274K	0.31%	68
2017 Q4	$52.2M	Buy	237,000 +17,000	+8%	+$3.6M	0.29%	77
2017 Q3	$43.1M	Sell	220,000 -23,500	-10%	-$4.54M	0.31%	82
2017 Q2	$45.1M	Buy	243,500 +150,400	+162%	+$26.4M	0.36%	60
2017 Q1	$15.3M	Buy	+93,100	New	+$15.2M	0.13%	205
2016 Q3	–	Sell	-10,900	Closed	-$1.54M	–	1808
2016 Q2	$1.54M	Buy	+10,900	New	+$1.45M	0.01%	818
2016 Q1	–	Sell	-276,200	Closed	-$32.5M	–	1862
2015 Q4	$32.5M	Buy	276,200 +13,100	+5%	+$1.53M	0.33%	68
2015 Q3	$30.5M	Sell	263,100 -30,700	-10%	-$3.67M	0.34%	59
2015 Q2	$35.8M	Buy	293,800 +104,300	+55%	+$12.3M	0.45%	37
2015 Q1	$22.4M	Buy	189,500 +42,700	+29%	+$4.74M	0.31%	82
2014 Q4	$14.8M	Buy	146,800 +34,800	+31%	+$3.3M	0.18%	144
2014 Q3	$9.66M	Buy	112,000 +80,700	+258%	+$6.82M	0.11%	230
2014 Q2	$2.56M	Buy	31,300 +5,400	+21%	+$425K	0.03%	643
2014 Q1	$2.12M	Buy	25,900 +20,000	+339%	+$1.51M	0.03%	670
2013 Q4	$444K	Buy	5,900 +300	+5%	+$21.6K	0.01%	1303
2013 Q3	$401K	Sell	5,600 -15,800	-74%	-$1.13M	0.01%	1244
2013 Q2	$1.4M	Buy	+21,400	New	+$1.33M	0.02%	715

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.