Davis Capital Management’s UnitedHealth UNH Stock Holding History

Davis 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	$23.7K	Buy	57 +15	+36%	+$5.56K	0.01%	210
2026 Q1	$11.4K	Sell	42 -487	-92%	-$145K	0.01%	213
2025 Q4	$175K	Sell	529 -516	-49%	-$175K	0.12%	85
2025 Q3	$361K	Buy	+1,045	New	+$316K	0.25%	66
2025 Q1	$542K	Sell	1,035 -59	-5%	-$30.2K	0.43%	61
2024 Q4	$553K	Buy	1,094 +4	+0.4%	+$2.27K	0.45%	59
2024 Q3	$637K	Buy	1,090 +101	+10%	+$57.1K	0.5%	54
2024 Q2	$489K	Buy	989 +223	+29%	+$109K	0.43%	58
2024 Q1	$375K	Sell	766 -67	-8%	-$34.1K	0.33%	63
2023 Q4	$439K	Buy	+833	New	+$444K	0.42%	58
2020 Q2	$257K	Buy	872 +289	+50%	+$82.8K	0.48%	57
2020 Q1	$145K	Buy	+583	New	+$160K	0.31%	59

Other funds holding UNH

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Davis Capital Management increased its UnitedHealth (UNH) stake by 36% in Q2 2026, buying an estimated $5.56K and bringing the position to 57 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #210.

Davis Capital Management first reported a position in UNH in Q1 2020 and has held it in 12 quarters since. The position peaked at $637K in Q3 2024. 1,645 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Davis Capital Management held 57 shares of UnitedHealth worth $23.7K as of Q2 2026.
Davis Capital Management bought 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
UnitedHealth made up 0.01% of Davis Capital Management's portfolio in Q2 2026, its #210 holding.
Davis Capital Management first reported a position in UnitedHealth in Q1 2020 and has held it in 12 quarters since.
Davis Capital Management's UnitedHealth position peaked at $637K in Q3 2024.
1,645 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.