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	$14.5M	Sell	35,000 -226,000	-87%	-$83.8M	0.07%	305
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 3,379 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.
3,379 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.