G2 Capital Management’s UnitedHealth UNH Stock Holding History

G2 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	$244K	Sell	587 -179	-23%	-$66.3K	0.05%	67
2026 Q1	$207K	Buy	766 +155	+25%	+$46.2K	0.05%	72
2025 Q4	$202K	Buy	611 +14	+2%	+$4.74K	0.05%	69
2025 Q3	$206K	Buy	+597	New	+$181K	0.05%	68
2025 Q2	–	Sell	-562	Closed	-$295K	–	68
2025 Q1	$295K	Buy	562 +5	+0.9%	+$2.56K	0.09%	58
2024 Q4	$282K	Buy	557 +2	+0.4%	+$1.14K	0.08%	56
2024 Q3	$324K	Buy	555 +2	+0.4%	+$1.13K	0.1%	52
2024 Q2	$282K	Buy	553 +2	+0.4%	+$980	0.09%	55
2024 Q1	$272K	Buy	551 +2	+0.4%	+$1.02K	0.09%	56
2023 Q4	$289K	Buy	549 +17	+3%	+$9.07K	0.1%	53
2023 Q3	$268K	Sell	532 -12	-2%	-$5.91K	0.12%	39
2023 Q2	$261K	Hold	544	–	–	0.11%	41
2023 Q1	$257K	Buy	544 +12	+2%	+$5.79K	0.11%	52
2022 Q4	$282K	Hold	532	–	–	0.1%	57
2022 Q3	$268K	Hold	532	–	–	0.12%	47
2022 Q2	$273K	Hold	532	–	–	0.13%	43
2022 Q1	$271K	Sell	532 -608	-53%	-$293K	0.12%	42
2021 Q4	$572K	Buy	+1,140	New	+$516K	0.21%	38

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

G2 Capital Management's UNH Position: Q2 2026 in Review

G2 Capital Management reduced its UnitedHealth (UNH) stake by 23% in Q2 2026, selling an estimated $66.3K and leaving 587 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #67.

G2 Capital Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $572K in Q4 2021. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

G2 Capital Management held 587 shares of UnitedHealth worth $244K as of Q2 2026.
G2 Capital Management sold 179 UnitedHealth shares in Q2 2026, an estimated $66.3K.
UnitedHealth made up 0.05% of G2 Capital Management's portfolio in Q2 2026, its #67 holding.
G2 Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
G2 Capital Management's UnitedHealth position peaked at $572K in Q4 2021.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on G2 Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.