Crake Asset Management’s UnitedHealth UNH Stock Holding History

Crake Asset 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	$41.4M	Buy	+152,896	New	+$45.5M	1.45%	14
2025 Q3	–	Sell	-113,943	Closed	-$35.5M	–	19
2025 Q2	$35.5M	Buy	+113,943	New	+$43.5M	1.87%	15
2024 Q3	–	Sell	-26,996	Closed	-$13.7M	–	17
2024 Q2	$13.7M	Sell	26,996 -52,000	-66%	-$25.5M	1.1%	13
2024 Q1	$39.1M	Sell	78,996 -205,916	-72%	-$105M	3.94%	8
2023 Q4	$150M	Buy	+284,912	New	+$152M	14.3%	1
2023 Q3	–	Sell	-158,800	Closed	-$76.3M	–	20
2023 Q2	$76.3M	Sell	158,800 -102,000	-39%	-$49.9M	10.29%	3
2023 Q1	$123M	Buy	+260,800	New	+$126M	17.84%	1
2022 Q4	–	Sell	-17,800	Closed	-$8.99M	–	13
2022 Q3	$8.99M	Sell	17,800 -39,300	-69%	-$20.7M	2.6%	9
2022 Q2	$29.3M	Buy	+57,100	New	+$28.7M	5.78%	6
2020 Q1	–	Sell	-87,000	Closed	-$25.6M	–	19
2019 Q4	$25.6M	Buy	+87,000	New	+$22.8M	5.17%	8

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Crake Asset Management's UNH Position: Q1 2026 in Review

Crake Asset Management opened a new position in UnitedHealth (UNH) in Q1 2026: 152,896 shares worth $41.4M. The stake represents 1.45% of the portfolio and ranks #14 among its holdings. This is a return to the name: Crake Asset Management previously reported a position in UNH as recently as Q2 2025.

Crake Asset Management first reported a position in UNH in Q4 2019 and has held it in 10 quarters since. The position peaked at $150M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Crake Asset Management held 152,896 shares of UnitedHealth worth $41.4M as of Q1 2026.
UnitedHealth was a new Crake Asset Management position in Q1 2026.
UnitedHealth made up 1.45% of Crake Asset Management's portfolio in Q1 2026, its #14 holding.
Crake Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 10 quarters since.
Crake Asset Management's UnitedHealth position peaked at $150M in Q4 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Crake Asset Management's 13F filing for Q1 2026, filed 15 May 2026.