Capital Group Private Client Services’s UnitedHealth UNH Stock Holding History

Capital Group Private Client Services’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	$12.9M	Sell	31,096 -1,068	-3%	-$396K	0.18%	55
2026 Q1	$8.7M	Sell	32,164 -15,801	-33%	-$4.71M	0.15%	73
2025 Q4	$15.8M	Buy	47,965 +1,276	+3%	+$432K	0.25%	55
2025 Q3	$16.1M	Sell	46,689 -180,887	-79%	-$54.7M	0.27%	56
2025 Q2	$71M	Sell	227,576 -25,919	-10%	-$9.91M	0.62%	37
2025 Q1	$133M	Sell	253,495 -7,219	-3%	-$3.69M	1.3%	19
2024 Q4	$132M	Sell	260,714 -1,957	-0.7%	-$1.11M	1.21%	17
2024 Q3	$154M	Buy	262,671 +16,531	+7%	+$9.35M	1.46%	13
2024 Q2	$125M	Sell	246,140 -9,987	-4%	-$4.89M	1.25%	17
2024 Q1	$127M	Sell	256,127 -76,113	-23%	-$38.7M	1.29%	19
2023 Q4	$175M	Sell	332,240 -6,314	-2%	-$3.37M	1.81%	11
2023 Q3	$171M	Sell	338,554 -35,761	-10%	-$17.6M	2.08%	9
2023 Q2	$180M	Sell	374,315 -28,339	-7%	-$13.9M	2.12%	7
2023 Q1	$190M	Sell	402,654 -109,955	-21%	-$53.1M	2.36%	6
2022 Q4	$272M	Sell	512,609 -4,272	-0.8%	-$2.26M	3.43%	2
2022 Q3	$261M	Sell	516,881 -1,653	-0.3%	-$869K	3.66%	2
2022 Q2	$266M	Sell	518,534 -5,523	-1%	-$2.77M	3.44%	2
2022 Q1	$267M	Buy	524,057 +6,385	+1%	+$3.08M	2.92%	4
2021 Q4	$260M	Sell	517,672 -7,864	-1%	-$3.56M	2.78%	5
2021 Q3	$205M	Buy	+525,536	New	+$218M	2.38%	6

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Group Private Client Services's UNH Position: Q2 2026 in Review

Capital Group Private Client Services reduced its UnitedHealth (UNH) stake by 3.3% in Q2 2026, selling an estimated $396K and leaving 31,096 shares worth $12.9M. The position accounts for 0.18% of the portfolio, ranked #55.

Capital Group Private Client Services first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $272M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Capital Group Private Client Services held 31,096 shares of UnitedHealth worth $12.9M as of Q2 2026.
Capital Group Private Client Services sold 1,068 UnitedHealth shares in Q2 2026, an estimated $396K.
UnitedHealth made up 0.18% of Capital Group Private Client Services's portfolio in Q2 2026, its #55 holding.
Capital Group Private Client Services first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
Capital Group Private Client Services's UnitedHealth position peaked at $272M in Q4 2022.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.