Capital Management Associates (New York)’s UnitedHealth UNH Stock Holding History

Capital Management Associates (New York)’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
2025 Q3	–	Sell	-1,800	Closed	-$562K	–	45
2025 Q2	$562K	Hold	1,800	–	–	0.92%	37
2025 Q1	$943K	Sell	1,800 -1,655	-48%	-$846K	1.84%	28
2024 Q4	$1.75M	Buy	3,455 +2,251	+187%	+$1.28M	2.06%	17
2024 Q3	$704K	Sell	1,204 -19	-2%	-$10.7K	0.78%	54
2024 Q2	$623K	Sell	1,223 -577	-32%	-$283K	0.74%	52
2024 Q1	$890K	Hold	1,800	–	–	1.06%	41
2023 Q4	$948K	Buy	+1,800	New	+$960K	1.21%	33
2023 Q1	–	Sell	-1,850	Closed	-$981K	–	101
2022 Q4	$981K	Sell	1,850 -800	-30%	-$424K	1.46%	29
2022 Q3	$1.34M	Hold	2,650	–	–	1.95%	18
2022 Q2	$1.36M	Buy	2,650 +350	+15%	+$176K	2%	16
2022 Q1	$1.17M	Buy	+2,300	New	+$1.11M	1.26%	35
2021 Q3	–	Sell	-500	Closed	-$200K	–	77
2021 Q2	$200K	Buy	+500	New	+$199K	0.19%	76
2020 Q4	–	Sell	-750	Closed	-$234K	–	75
2020 Q3	$234K	Sell	750 -300	-29%	-$92.2K	0.31%	66
2020 Q2	$310K	Hold	1,050	–	–	0.44%	64
2020 Q1	$262K	Buy	+1,050	New	+$289K	0.47%	66
2019 Q1	–	Sell	-2,000	Closed	-$498K	–	113
2018 Q4	$498K	Sell	2,000 -1,250	-38%	-$330K	0.94%	43
2018 Q3	$865K	Hold	3,250	–	–	1.07%	21
2018 Q2	$797K	Buy	+3,250	New	+$780K	1%	25

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Management Associates (New York)'s UNH Position: Q3 2025 in Review

Capital Management Associates (New York) sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,800 shares — an estimated $562K sold.

Capital Management Associates (New York) first reported a position in UNH in Q2 2018 and held it in 18 quarters. The position peaked at $1.75M in Q4 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Capital Management Associates (New York) reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Capital Management Associates (New York) sold 1,800 UnitedHealth shares in Q3 2025, an estimated $562K.
Capital Management Associates (New York) first reported a position in UnitedHealth in Q2 2018 and held it in 18 quarters.
Capital Management Associates (New York)'s UnitedHealth position peaked at $1.75M in Q4 2024.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q3 2025, filed 5 Nov 2025.