CM
UNH icon

Capula Management’s UnitedHealth UNH Stock Holding History

Capula 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 		$197K Buy
+727
New +$217K ﹤0.01% 749
2025
Q4 		– Sell
-961,097
Closed -$326M – 933
2025
Q3 		$332M Buy
961,097
+961,001
+1,001,043% +$291M 1.65% 10
2025
Q2 		$29.9K Sell
96
-934
-91% -$357K ﹤0.01% 606
2025
Q1 		$539K Buy
1,030
+220
+27% +$112K ﹤0.01% 310
2024
Q4 		$410K Buy
+810
New +$460K ﹤0.01% 183
2024
Q2 		– Sell
-83
Closed -$40.7K – 667
2024
Q1 		$41.1K Buy
+83
New +$42.2K ﹤0.01% 453
2023
Q3 		– Sell
-1,866
Closed -$918K – 669
2023
Q2 		$897K Sell
1,866
-6,396
-77% -$3.13M 0.02% 173
2023
Q1 		$3.9M Sell
8,262
-17,574
-68% -$8.48M 0.05% 258
2022
Q4 		$13.7M Buy
25,836
+15,962
+162% +$8.46M 0.18% 143
2022
Q3 		$4.99M Buy
+9,874
New +$5.19M 0.07% 260
2021
Q4 		– Sell
-20,437
Closed -$7.99M – 760
2021
Q3 		$7.99M Buy
20,437
+15,928
+353% +$6.6M 0.1% 173
2021
Q2 		$1.8M Buy
4,509
+2,737
+154% +$1.09M 0.03% 308
2021
Q1 		$659K Buy
+1,772
New +$614K 0.01% 373
2020
Q3 		– Sell
-8,988
Closed -$2.65M – 302
2020
Q2 		$2.65M Buy
8,988
+5,472
+156% +$1.57M 0.09% 185
2020
Q1 		$877K Buy
+3,516
New +$968K 0.03% 315
2019
Q4 		– Sell
-105,170
Closed -$27.5M – 442
2019
Q3 		$22.9M Buy
+105,170
New +$25.4M 0.49% 47

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

Capula Management's UNH Position: Q1 2026 in Review

Capula Management opened a new position in UnitedHealth (UNH) in Q1 2026: 727 shares worth $197K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Capula Management previously reported a position in UNH as recently as Q3 2025.

Capula Management first reported a position in UNH in Q3 2019 and has held it in 16 quarters since. The position peaked at $332M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Capula Management held 727 shares of UnitedHealth worth $197K as of Q1 2026.
  • UnitedHealth was a new Capula Management position in Q1 2026.
  • UnitedHealth made up ﹤0.01% of Capula Management's portfolio in Q1 2026, its #749 holding.
  • Capula Management first reported a position in UnitedHealth in Q3 2019 and has held it in 16 quarters since.
  • Capula Management's UnitedHealth position peaked at $332M in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.