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CapitalatWork SA’s UnitedHealth UNH Stock Holding History

CapitalatWork SA’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 		$31.5M Sell
75,775
-22,495
-23% -$8.34M 0.79% 41
2026
Q1 		$26.6M Hold
98,270
– – 0.79% 40
2025
Q4 		$32.4M Sell
98,270
-22,488
-19% -$7.62M 0.99% 33
2025
Q3 		$41.7M Sell
120,758
-101
-0.1% -$30.5K 1.21% 28
2025
Q2 		$37.7M Sell
120,859
-149,084
-55% -$57M 1.14% 33
2025
Q1 		$141M Sell
269,943
-1,474
-0.5% -$754K 4.58% 3
2024
Q4 		$137M Sell
271,417
-23,246
-8% -$13.2M 4.44% 4
2024
Q3 		$172M Sell
294,663
-34,080
-10% -$19.3M 5.85% 3
2024
Q2 		$167M Sell
328,743
-16,851
-5% -$8.26M 5.62% 4
2024
Q1 		$171M Buy
345,594
+3,092
+0.9% +$1.57M 5.71% 3
2023
Q4 		$180M Buy
+342,502
New +$183M 6.53% 4

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CapitalatWork SA's UNH Position: Q2 2026 in Review

CapitalatWork SA reduced its UnitedHealth (UNH) stake by 23% in Q2 2026, selling an estimated $8.34M and leaving 75,775 shares worth $31.5M. The position accounts for 0.79% of the portfolio, ranked #41.

CapitalatWork SA first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $180M in Q4 2023. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CapitalatWork SA held 75,775 shares of UnitedHealth worth $31.5M as of Q2 2026.
  • CapitalatWork SA sold 22,495 UnitedHealth shares in Q2 2026, an estimated $8.34M.
  • UnitedHealth made up 0.79% of CapitalatWork SA's portfolio in Q2 2026, its #41 holding.
  • CapitalatWork SA first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • CapitalatWork SA's UnitedHealth position peaked at $180M in Q4 2023.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CapitalatWork SA's 13F filing for Q2 2026, filed 29 Jul 2026.