Concentric Capital Strategies’s UnitedHealth UNH Stock Holding History

Concentric Capital Strategies’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	–	Sell	-963	Closed	-$261K	–	429
2026 Q1	$261K	Buy	+963	New	+$287K	0.02%	287
2025 Q4	–	Sell	-1,314	Closed	-$454K	–	399
2025 Q3	$454K	Sell	1,314 -3,922	-75%	-$1.19M	0.02%	268
2025 Q2	$1.63M	Buy	+5,236	New	+$2M	0.07%	200
2025 Q1	–	Sell	-695	Closed	-$352K	–	304
2024 Q4	$352K	Sell	695 -3,148	-82%	-$1.79M	0.02%	236
2024 Q3	$2.25M	Buy	3,843 +1,101	+40%	+$623K	0.09%	183
2024 Q2	$1.4M	Buy	+2,742	New	+$1.34M	0.07%	229
2024 Q1	–	Sell	-768	Closed	-$404K	–	371
2023 Q4	$404K	Sell	768 -2,967	-79%	-$1.58M	0.05%	177
2023 Q3	$1.88M	Buy	+3,735	New	+$1.84M	0.19%	109

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 $3.38T AUM 44.17% 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

Concentric Capital Strategies's UNH Position: Q2 2026 in Review

Concentric Capital Strategies sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 963 shares — an estimated $261K sold.

Concentric Capital Strategies first reported a position in UNH in Q3 2023 and held it in 8 quarters. The position peaked at $2.25M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Concentric Capital Strategies reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Concentric Capital Strategies sold 963 UnitedHealth shares in Q2 2026, an estimated $261K.
Concentric Capital Strategies first reported a position in UnitedHealth in Q3 2023 and held it in 8 quarters.
Concentric Capital Strategies's UnitedHealth position peaked at $2.25M in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Concentric Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.