G&S Capital
UNH icon

G&S Capital’s UnitedHealth UNH Stock Holding History

G&S Capital’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
Q3 		– Sell
-599
Closed -$249K – 169
2026
Q2 		$249K Sell
599
-177
-23% -$65.6K 0.07% 143
2026
Q1 		$210K Sell
776
-8,733
-92% -$2.6M 0.07% 131
2025
Q4 		$3.14M Sell
9,509
-200
-2% -$67.8K 1.11% 32
2025
Q3 		$3.35M Buy
+9,709
New +$2.94M 1.24% 21
2023
Q2 		– Sell
-5,625
Closed -$2.66M – 132
2023
Q1 		$2.66M Sell
5,625
-1,919
-25% -$926K 1.18% 21
2022
Q4 		$4M Buy
7,544
+284
+4% +$150K 1.77% 10
2022
Q3 		$3.67M Buy
7,260
+1,745
+32% +$918K 1.95% 13
2022
Q2 		$2.83M Buy
+5,515
New +$2.77M 1.67% 19

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

G&S Capital's UNH Position: Q3 2026 in Review

G&S Capital sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 599 shares — an estimated $249K sold.

G&S Capital first reported a position in UNH in Q2 2022 and held it in 8 quarters. The position peaked at $4M in Q4 2022. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • G&S Capital reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • G&S Capital sold 599 UnitedHealth shares in Q3 2026, an estimated $249K.
  • G&S Capital first reported a position in UnitedHealth in Q2 2022 and held it in 8 quarters.
  • G&S Capital's UnitedHealth position peaked at $4M in Q4 2022.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on G&S Capital's 13F filing for Q3 2026, filed 23 Oct 2026.