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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
Q2 		$1.95M Sell
4,700
-1,400
-23% -$519K 0.01% 236
2026
Q1 		$1.65M Buy
6,100
+4,400
+259% +$1.31M 0.01% 284
2025
Q4 		$561K Sell
1,700
-962,100
-100% -$326M ﹤0.01% 368
2025
Q3 		$333M Buy
+963,800
New +$291M 1.66% 9
2025
Q2 		– Sell
-3,500
Closed -$1.83M – 851
2025
Q1 		$1.83M Buy
3,500
+1,600
+84% +$818K 0.01% 202
2024
Q4 		$961K Buy
1,900
+1,000
+111% +$568K 0.01% 140
2024
Q3 		$526K Sell
900
-1,000
-53% -$566K 0.01% 237
2024
Q2 		$968K Buy
1,900
+1,800
+1,800% +$882K 0.01% 156
2024
Q1 		$49.5K Buy
+100
New +$50.8K ﹤0.01% 452
2023
Q4 		– Sell
-900
Closed -$454K – 579
2023
Q3 		$454K Sell
900
-6,100
-87% -$3M 0.01% 394
2023
Q2 		$3.36M Sell
7,000
-63,100
-90% -$30.9M 0.08% 117
2023
Q1 		$33.1M Sell
70,100
-95,400
-58% -$46M 0.4% 49
2022
Q4 		$87.7M Buy
165,500
+59,000
+55% +$31.3M 1.18% 11
2022
Q3 		$53.8M Buy
106,500
+38,600
+57% +$20.3M 0.73% 23
2022
Q2 		$34.9M Buy
67,900
+36,900
+119% +$18.5M 0.6% 38
2022
Q1 		$15.8M Buy
+31,000
New +$15M 0.23% 99
2021
Q4 		– Sell
-58,600
Closed -$22.9M – 761
2021
Q3 		$22.9M Buy
58,600
+1,800
+3% +$746K 0.28% 59
2021
Q2 		$22.7M Sell
56,800
-7,400
-12% -$2.95M 0.37% 50
2021
Q1 		$23.9M Buy
+64,200
New +$22.2M 0.47% 59
2020
Q3 		– Sell
-20,000
Closed -$5.9M – 303
2020
Q2 		$5.9M Buy
20,000
+5,000
+33% +$1.43M 0.21% 112
2020
Q1 		$3.74M Sell
15,000
-74,100
-83% -$20.4M 0.14% 186
2019
Q4 		$26.2M Sell
89,100
-75,800
-46% -$19.8M 0.56% 36
2019
Q3 		$35.8M Buy
+164,900
New +$39.8M 0.76% 21

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

Capula Management's UNH Position: Q2 2026 in Review

Capula Management reduced its UnitedHealth (UNH) stake by 75% in Q2 2026, selling an estimated $203K and leaving 179 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Capula Management first reported a position in UNH in Q3 2019 and has held it in 17 quarters since. The position peaked at $332M in Q3 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Capula Management held 179 shares of UnitedHealth worth $74.4K as of Q2 2026.
  • Capula Management sold 548 UnitedHealth shares in Q2 2026, an estimated $203K.
  • UnitedHealth made up ﹤0.01% of Capula Management's portfolio in Q2 2026, its #627 holding.
  • Capula Management first reported a position in UnitedHealth in Q3 2019 and has held it in 17 quarters since.
  • Capula Management's UnitedHealth position peaked at $332M in Q3 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capula Management's 13F filing for Q2 2026, filed 14 Aug 2026.