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 Q1	$70.6M	Buy	+261,000	New	+$77.7M	0.41%	42
2025 Q4	–	Sell	-50,000	Closed	-$17.3M	–	2080
2025 Q3	$17.3M	Buy	+50,000	New	+$15.1M	0.13%	164
2025 Q2	–	Sell	-91,000	Closed	-$47.7M	–	1920
2025 Q1	$47.7M	Buy	91,000 +23,500	+35%	+$12M	0.46%	38
2024 Q4	$34.1M	Buy	+67,500	New	+$38.4M	0.32%	45
2023 Q4	–	Sell	-20,000	Closed	-$10.1M	–	1687
2023 Q3	$10.1M	Buy	+20,000	New	+$9.84M	0.16%	157
2022 Q1	–	Sell	-30,000	Closed	-$15.1M	–	1966
2021 Q4	$15.1M	Hold	30,000	–	–	0.17%	152
2021 Q3	$11.7M	Hold	30,000	–	–	0.13%	200
2021 Q2	$12M	Buy	+30,000	New	+$12M	0.16%	158

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caption Management's UNH Position: Q1 2026 in Review

Caption Management increased its UnitedHealth (UNH) stake by 46% in Q1 2026, buying an estimated $4.61M and bringing the position to 49,350 shares worth $13.4M. The position accounts for 0.08% of the portfolio, ranked #272.

Caption Management first reported a position in UNH in Q3 2024 and has held it in 4 quarters since. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Caption Management held 49,350 shares of UnitedHealth worth $13.4M as of Q1 2026.
Caption Management bought 15,470 UnitedHealth shares in Q1 2026, an estimated $4.61M.
UnitedHealth made up 0.08% of Caption Management's portfolio in Q1 2026, its #272 holding.
Caption Management first reported a position in UnitedHealth in Q3 2024 and has held it in 4 quarters since.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.