CM
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Caption Management’s UnitedHealth UNH Stock Holding History

Caption Management’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 		– Sell
-49,350
Closed -$18.3M – 2064
2026
Q1 		$13.4M Buy
49,350
+15,470
+46% +$4.61M 0.08% 272
2025
Q4 		$11.2M Buy
33,880
+31,180
+1,155% +$10.6M 0.08% 308
2025
Q3 		$932K Buy
+2,700
New +$817K 0.01% 1131
2024
Q4 		– Sell
-2,900
Closed -$1.65M – 1842
2024
Q3 		$1.7M Buy
+2,900
New +$1.64M 0.03% 622

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

Caption Management's UNH Position: Q2 2026 in Review

Caption Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 49,350 shares — an estimated $18.3M sold.

Caption Management first reported a position in UNH in Q3 2024 and held it in 4 quarters. The position peaked at $13.4M in Q1 2026. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Caption Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 49,350 UnitedHealth shares in Q2 2026, an estimated $18.3M.
  • Caption Management first reported a position in UnitedHealth in Q3 2024 and held it in 4 quarters.
  • Caption Management's UnitedHealth position peaked at $13.4M in Q1 2026.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.