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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

G2 Capital Management's UNH Position: Q1 2026 in Review

G2 Capital Management increased its UnitedHealth (UNH) stake by 25% in Q1 2026, buying an estimated $46.2K and bringing the position to 766 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #72.

G2 Capital Management first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $572K in Q4 2021. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

G2 Capital Management held 766 shares of UnitedHealth worth $207K as of Q1 2026.
G2 Capital Management bought 155 UnitedHealth shares in Q1 2026, an estimated $46.2K.
UnitedHealth made up 0.05% of G2 Capital Management's portfolio in Q1 2026, its #72 holding.
G2 Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
G2 Capital Management's UnitedHealth position peaked at $572K in Q4 2021.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.