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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
Q2 		$10.7M Buy
25,750
+5,550
+27% +$2.06M 0.2% 70
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DJE Kapital's UNH Position: Q2 2026 in Review

DJE Kapital increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $2.06M and bringing the position to 25,750 shares worth $10.7M. The position accounts for 0.2% of the portfolio, ranked #70.

DJE Kapital first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $33.6M in Q4 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • DJE Kapital held 25,750 shares of UnitedHealth worth $10.7M as of Q2 2026.
  • DJE Kapital bought 5,550 UnitedHealth shares in Q2 2026, an estimated $2.06M.
  • UnitedHealth made up 0.2% of DJE Kapital's portfolio in Q2 2026, its #70 holding.
  • DJE Kapital first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • DJE Kapital's UnitedHealth position peaked at $33.6M in Q4 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DJE Kapital's 13F filing for Q2 2026, filed 4 Aug 2026.