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Capital Market Strategies’s UnitedHealth UNH Stock Holding History

Capital Market Strategies’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
Q2 		$600K Buy
1,924
+275
+17% +$105K 0.42% 47
2025
Q1 		$864K Sell
1,649
-236
-13% -$121K 0.58% 36
2024
Q4 		$954K Sell
1,885
-102
-5% -$58K 0.55% 34
2024
Q3 		$1.16M Sell
1,987
-4
-0.2% -$2.26K 0.7% 30
2024
Q2 		$1.01M Sell
1,991
-394
-17% -$193K 0.64% 31
2024
Q1 		$1.18M Sell
2,385
-106
-4% -$53.9K 0.9% 25
2023
Q4 		$1.31M Sell
2,491
-50
-2% -$26.7K 1.14% 16
2023
Q3 		$1.29M Buy
2,541
+80
+3% +$39.4K 1.29% 15
2023
Q2 		$1.18M Buy
+2,461
New +$1.2M 1.09% 18
2023
Q1 		– Sell
-2,400
Closed -$1.27M – 126
2022
Q4 		$1.27M Buy
2,400
+241
+11% +$128K 1.37% 16
2022
Q3 		$1.09M Buy
2,159
+32
+2% +$16.8K 1.23% 18
2022
Q2 		$1.09M Buy
2,127
+100
+5% +$50.2K 1.15% 21
2022
Q1 		$1.03M Sell
2,027
-9
-0.4% -$4.34K 0.89% 26
2021
Q4 		$1.02M Buy
+2,036
New +$922K 0.84% 27

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Market Strategies's UNH Position: Q2 2025 in Review

Capital Market Strategies increased its UnitedHealth (UNH) stake by 17% in Q2 2025, buying an estimated $105K and bringing the position to 1,924 shares worth $600K. The position accounts for 0.42% of the portfolio, ranked #47.

Capital Market Strategies first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2023. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Capital Market Strategies held 1,924 shares of UnitedHealth worth $600K as of Q2 2025.
  • Capital Market Strategies bought 275 UnitedHealth shares in Q2 2025, an estimated $105K.
  • UnitedHealth made up 0.42% of Capital Market Strategies's portfolio in Q2 2025, its #47 holding.
  • Capital Market Strategies first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
  • Capital Market Strategies's UnitedHealth position peaked at $1.31M in Q4 2023.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.