GCM
UNH icon

Generation Capital Management’s UnitedHealth UNH Stock Holding History

Generation 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 		$960K Sell
3,546
-10
-0.3% -$2.98K 0.7% 41
2025
Q4 		$1.17M Buy
3,556
+75
+2% +$25.4K 0.76% 35
2025
Q3 		$1.2M Buy
3,481
+1,010
+41% +$305K 0.87% 37
2025
Q2 		$771K Buy
+2,471
New +$944K 0.61% 43

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

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

Generation Capital Management reduced its UnitedHealth (UNH) stake by 0.28% in Q1 2026, selling an estimated $2.98K and leaving 3,546 shares worth $960K. The position accounts for 0.7% of the portfolio, ranked #41.

Generation Capital Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Generation Capital Management held 3,546 shares of UnitedHealth worth $960K as of Q1 2026.
  • Generation Capital Management sold 10 UnitedHealth shares in Q1 2026, an estimated $2.98K.
  • UnitedHealth made up 0.7% of Generation Capital Management's portfolio in Q1 2026, its #41 holding.
  • Generation Capital Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Generation Capital Management's UnitedHealth position peaked at $1.2M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.