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DJE Kapital’s UnitedHealth UNH Stock Holding History

DJE Kapital’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 		$5.35M Buy
20,200
+598
+3% +$178K 0.12% 85
2025
Q4 		$6.56M Buy
+19,602
New +$6.64M 0.18% 61
2025
Q1 		– Sell
-66,702
Closed -$33.6M – 139
2024
Q4 		$33.6M Buy
+66,702
New +$37.9M 0.79% 34

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DJE Kapital's UNH Position: Q1 2026 in Review

DJE Kapital increased its UnitedHealth (UNH) stake by 3.1% in Q1 2026, buying an estimated $178K and bringing the position to 20,200 shares worth $5.35M. The position accounts for 0.12% of the portfolio, ranked #85.

DJE Kapital first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $33.6M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • DJE Kapital held 20,200 shares of UnitedHealth worth $5.35M as of Q1 2026.
  • DJE Kapital bought 598 UnitedHealth shares in Q1 2026, an estimated $178K.
  • UnitedHealth made up 0.12% of DJE Kapital's portfolio in Q1 2026, its #85 holding.
  • DJE Kapital first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • DJE Kapital's UnitedHealth position peaked at $33.6M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on DJE Kapital's 13F filing for Q1 2026, filed 8 May 2026.