Capital Management Associates Inc’s UnitedHealth UNH Stock Holding History

Capital Management Associates Inc’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	$2.8M	Sell	6,738 -23	-0.3%	-$8.53K	0.56%	31
2026 Q1	$1.83M	Buy	6,761 +274	+4%	+$81.6K	0.41%	38
2025 Q4	$2.14M	Buy	6,487 +871	+16%	+$295K	0.47%	34
2025 Q3	$1.94M	Buy	5,616 +226	+4%	+$68.4K	0.52%	27
2025 Q2	$1.68M	Buy	+5,390	New	+$2.06M	0.53%	28
2025 Q1	–	Sell	-4,322	Closed	-$2.19M	–	140
2024 Q4	$2.19M	Sell	4,322 -230	-5%	-$131K	0.82%	22
2024 Q3	$2.66M	Buy	4,552 +452	+11%	+$256K	1.09%	17
2024 Q2	$2.09M	Buy	+4,100	New	+$2.01M	1.26%	16
2024 Q1	–	Sell	-432	Closed	-$227K	–	95
2023 Q4	$227K	Buy	+432	New	+$230K	0.13%	75

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Capital Management Associates Inc's UNH Position: Q2 2026 in Review

Capital Management Associates Inc reduced its UnitedHealth (UNH) stake by 0.34% in Q2 2026, selling an estimated $8.53K and leaving 6,738 shares worth $2.8M. The position accounts for 0.56% of the portfolio, ranked #31.

Capital Management Associates Inc first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. 1,476 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Capital Management Associates Inc held 6,738 shares of UnitedHealth worth $2.8M as of Q2 2026.
Capital Management Associates Inc sold 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
UnitedHealth made up 0.56% of Capital Management Associates Inc's portfolio in Q2 2026, its #31 holding.
Capital Management Associates Inc first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
1,476 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.