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UNH icon

Caprock Group’s UnitedHealth UNH Stock Holding History

Caprock Group’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 		$11.2M Buy
26,856
+4,906
+22% +$1.82M 0.21% 83
2026
Q1 		$5.94M Sell
21,950
-4,491
-17% -$1.34M 0.14% 117
2025
Q4 		$8.73M Buy
26,441
+4,078
+18% +$1.38M 0.18% 88
2025
Q3 		$6.93M Buy
+22,363
New +$6.76M 0.17% 96
2025
Q1 		$11.8M Buy
22,542
+301
+1% +$154K 0.36% 48
2024
Q4 		$11.3M Sell
22,241
-53
-0.2% -$30.1K 0.37% 44
2024
Q3 		$13M Buy
22,294
+1,288
+6% +$729K 0.47% 31
2024
Q2 		$10.7M Buy
21,006
+6,848
+48% +$3.36M 0.44% 34
2024
Q1 		$7M Sell
14,158
-98
-0.7% -$49.8K 0.4% 43
2023
Q4 		$7.51M Buy
14,256
+194
+1% +$103K 0.48% 34
2023
Q3 		$7.09M Buy
14,062
+233
+2% +$115K 0.54% 28
2023
Q2 		$6.65M Sell
13,829
-156
-1% -$76.3K 0.49% 32
2023
Q1 		$6.61M Buy
13,985
+1,026
+8% +$495K 0.51% 32
2022
Q4 		$6.87M Buy
12,959
+286
+2% +$151K 0.64% 25
2022
Q3 		$6.4M Buy
12,673
+87
+0.7% +$45.7K 0.62% 27
2022
Q2 		$6.46M Buy
12,586
+646
+5% +$324K 0.63% 27
2022
Q1 		$6.09M Buy
11,940
+546
+5% +$263K 0.57% 33
2021
Q4 		$5.72M Buy
11,394
+340
+3% +$154K 0.47% 35
2021
Q3 		$4.32M Sell
11,054
-13
-0.1% -$5.38K 0.39% 43
2021
Q2 		$4.43M Buy
11,067
+601
+6% +$240K 0.4% 40
2021
Q1 		$3.89M Sell
10,466
-856
-8% -$297K 0.43% 42
2020
Q4 		$3.97M Buy
11,322
+288
+3% +$96.5K 0.45% 39
2020
Q3 		$3.44M Buy
11,034
+1,091
+11% +$335K 0.47% 40
2020
Q2 		$2.93M Buy
9,943
+1,499
+18% +$430K 0.44% 43
2020
Q1 		$2.11M Sell
8,444
-395
-4% -$109K 0.4% 48
2019
Q4 		$2.6M Buy
8,839
+243
+3% +$63.6K 0.46% 42
2019
Q3 		$1.87M Buy
8,596
+411
+5% +$99.2K 0.36% 53
2019
Q2 		$2M Sell
8,185
-243
-3% -$58.4K 0.39% 48
2019
Q1 		$2.08M Buy
8,428
+714
+9% +$182K 0.4% 51
2018
Q4 		$1.92M Sell
7,714
-117
-1% -$30.9K 0.44% 44
2018
Q3 		$2.08M Sell
7,831
-79
-1% -$20.5K 0.42% 43
2018
Q2 		$1.94M Buy
7,910
+696
+10% +$167K 0.41% 44
2018
Q1 		$1.54M Sell
7,214
-73
-1% -$16.7K 0.33% 57
2017
Q4 		$1.67M Buy
7,287
+254
+4% +$53.8K 0.32% 58
2017
Q3 		$1.38M Buy
7,033
+228
+3% +$44K 0.29% 65
2017
Q2 		$1.26M Buy
6,805
+562
+9% +$98.5K 0.28% 67
2017
Q1 		$1.02M Buy
6,243
+724
+13% +$119K 0.24% 75
2016
Q4 		$883K Sell
5,519
-3,140
-36% -$469K 0.22% 92
2016
Q3 		$1.21M Buy
8,659
+3,106
+56% +$435K 0.27% 88
2016
Q2 		$784K Buy
5,553
+372
+7% +$49.6K 0.19% 125
2016
Q1 		$668K Buy
+5,181
New +$613K 0.16% 132

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Caprock Group's UNH Position: Q2 2026 in Review

Caprock Group increased its UnitedHealth (UNH) stake by 22% in Q2 2026, buying an estimated $1.82M and bringing the position to 26,856 shares worth $11.2M. The position accounts for 0.21% of the portfolio, ranked #83.

Caprock Group first reported a position in UNH in Q1 2016 and has held it in 41 quarters since. The position peaked at $13M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Caprock Group held 26,856 shares of UnitedHealth worth $11.2M as of Q2 2026.
  • Caprock Group bought 4,906 UnitedHealth shares in Q2 2026, an estimated $1.82M.
  • UnitedHealth made up 0.21% of Caprock Group's portfolio in Q2 2026, its #83 holding.
  • Caprock Group first reported a position in UnitedHealth in Q1 2016 and has held it in 41 quarters since.
  • Caprock Group's UnitedHealth position peaked at $13M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.