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
Q1 		$113M Buy
417,800
+317,800
+318% +$94.6M 0.66% 21
2025
Q4 		$33M Buy
100,000
+25,000
+33% +$8.47M 0.23% 96
2025
Q3 		$25.9M Buy
75,000
+8,100
+12% +$2.45M 0.2% 102
2025
Q2 		$20.9M Buy
+66,900
New +$25.6M 0.23% 88
2025
Q1 		– Sell
-10,000
Closed -$5.06M – 2059
2024
Q4 		$5.06M Hold
10,000
– – 0.05% 368
2024
Q3 		$5.85M Buy
+10,000
New +$5.66M 0.09% 259
2023
Q4 		– Sell
-20,000
Closed -$10.1M – 1688
2023
Q3 		$10.1M Buy
+20,000
New +$9.84M 0.16% 158

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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.