CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s UnitedHealth UNH Stock Holding History

CAPTRUST Financial Advisors’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 		$831K Sell
2,000
-100
-5% -$37.1K ﹤0.01% 1846
2026
Q1 		$568K Buy
+2,100
New +$625K ﹤0.01% 1949
2023
Q4 		– Sell
-12,700
Closed -$6.4K – 2801
2023
Q3 		$6.4K Buy
+12,700
New +$6.25M ﹤0.01% 2544

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

CAPTRUST Financial Advisors's UNH Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $11.2M and bringing the position to 262,463 shares worth $109M. The position accounts for 0.17% of the portfolio, ranked #108.

CAPTRUST Financial Advisors first reported a position in UNH in Q2 2017 and has held it in 37 quarters since. The position peaked at $151M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CAPTRUST Financial Advisors held 262,463 shares of UnitedHealth worth $109M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 30,215 UnitedHealth shares in Q2 2026, an estimated $11.2M.
  • UnitedHealth made up 0.17% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • CAPTRUST Financial Advisors first reported a position in UnitedHealth in Q2 2017 and has held it in 37 quarters since.
  • CAPTRUST Financial Advisors's UnitedHealth position peaked at $151M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.