Crew Capital Management’s UnitedHealth UNH Stock Holding History

Crew Capital 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	$304K	Sell	731 -30	-4%	-$11.1K	0.17%	90
2026 Q1	$206K	Buy	761 +30	+4%	+$8.93K	0.14%	106
2025 Q4	$241K	Buy	+731	New	+$248K	0.15%	100
2025 Q2	–	Sell	-531	Closed	-$278K	–	158
2025 Q1	$278K	Hold	531	–	–	0.23%	117
2024 Q4	$269K	Hold	531	–	–	0.22%	119
2024 Q3	$310K	Hold	531	–	–	0.25%	101
2024 Q2	$270K	Hold	531	–	–	0.22%	97
2024 Q1	$263K	Buy	+531	New	+$270K	0.21%	100

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Crew Capital Management's UNH Position: Q2 2026 in Review

Crew Capital Management reduced its UnitedHealth (UNH) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 731 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #90.

Crew Capital Management first reported a position in UNH in Q1 2024 and has held it in 8 quarters since. The position peaked at $310K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Crew Capital Management held 731 shares of UnitedHealth worth $304K as of Q2 2026.
Crew Capital Management sold 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
UnitedHealth made up 0.17% of Crew Capital Management's portfolio in Q2 2026, its #90 holding.
Crew Capital Management first reported a position in UnitedHealth in Q1 2024 and has held it in 8 quarters since.
Crew Capital Management's UnitedHealth position peaked at $310K in Q3 2024.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.