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Core Alternative Capital’s UnitedHealth UNH Stock Holding History

Core Alternative Capital’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 		$526K Buy
1,265
+203
+19% +$75.2K 0.16% 85
2026
Q1 		$287K Sell
1,062
-14
-1% -$4.17K 0.08% 96
2025
Q4 		$355K Buy
1,076
+648
+151% +$220K 0.1% 85
2025
Q3 		$148K Sell
428
-14,751
-97% -$4.46M 0.04% 89
2025
Q2 		$4.74M Sell
15,179
-3,793
-20% -$1.45M 1.3% 31
2025
Q1 		$9.94M Sell
18,972
-3,038
-14% -$1.55M 2.39% 7
2024
Q4 		$11.1M Sell
22,010
-1,955
-8% -$1.11M 2.33% 7
2024
Q3 		$14M Buy
23,965
+6,489
+37% +$3.67M 2.71% 5
2024
Q2 		$8.9M Sell
17,476
-10,815
-38% -$5.3M 1.78% 13
2024
Q1 		$14M Sell
28,291
-1,703
-6% -$866K 2.51% 6
2023
Q4 		$15.8M Sell
29,994
-6,765
-18% -$3.61M 2.71% 4
2023
Q3 		$18.5M Sell
36,759
-228
-0.6% -$112K 2.86% 5
2023
Q2 		$17.8M Sell
36,987
-3,222
-8% -$1.58M 2.61% 5
2023
Q1 		$19M Sell
40,209
-1,576
-4% -$761K 2.54% 7
2022
Q4 		$22.2M Buy
41,785
+4,959
+13% +$2.63M 2.82% 5
2022
Q3 		$18.6M Buy
36,826
+8,995
+32% +$4.73M 2.97% 3
2022
Q2 		$14.3M Buy
27,831
+5,827
+26% +$2.93M 3.38% 3
2022
Q1 		$11.2M Sell
22,004
-1,647
-7% -$794K 3% 3
2021
Q4 		$10.2M Sell
23,651
-497
-2% -$225K 2.05% 11
2021
Q3 		$9.44M Buy
24,148
+2,648
+12% +$1.1M 1.99% 16
2021
Q2 		$8.61M Buy
21,500
+2,492
+13% +$994K 2% 14
2021
Q1 		$7.07M Buy
19,008
+1,329
+8% +$461K 2.01% 13
2020
Q4 		$6.2M Buy
17,679
+168
+1% +$56.3K 1.86% 15
2020
Q3 		$5.46M Sell
17,511
-2,814
-14% -$864K 1.86% 23
2020
Q2 		$6M Sell
20,325
-471
-2% -$135K 1.87% 16
2020
Q1 		$5.19M Buy
20,796
+12,249
+143% +$3.37M 1.82% 18
2019
Q4 		$2.51M Buy
+8,547
New +$2.24M 2.3% 12

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

Core Alternative Capital's UNH Position: Q2 2026 in Review

Core Alternative Capital increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $75.2K and bringing the position to 1,265 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #85.

Core Alternative Capital first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.2M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Core Alternative Capital held 1,265 shares of UnitedHealth worth $526K as of Q2 2026.
  • Core Alternative Capital bought 203 UnitedHealth shares in Q2 2026, an estimated $75.2K.
  • UnitedHealth made up 0.16% of Core Alternative Capital's portfolio in Q2 2026, its #85 holding.
  • Core Alternative Capital first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Core Alternative Capital's UnitedHealth position peaked at $22.2M in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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