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 Q2	–	Sell	-152,896	Closed	-$41.4M	–	26
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Crake Asset Management's UNH Position: Q2 2026 in Review

Crake Asset Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 152,896 shares — an estimated $41.4M sold.

Crake Asset Management first reported a position in UNH in Q4 2019 and held it in 10 quarters. The position peaked at $150M in Q4 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Crake Asset Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Crake Asset Management sold 152,896 UnitedHealth shares in Q2 2026, an estimated $41.4M.
Crake Asset Management first reported a position in UnitedHealth in Q4 2019 and held it in 10 quarters.
Crake Asset Management's UnitedHealth position peaked at $150M in Q4 2023.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crake Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.