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 Q2	$1.46M	Sell	3,516 -30	-0.8%	-$11.1K	0.9%	33
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Generation Capital Management reduced its UnitedHealth (UNH) stake by 0.85% in Q2 2026, selling an estimated $11.1K and leaving 3,516 shares worth $1.46M. The position accounts for 0.9% of the portfolio, ranked #33.

Generation Capital Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Generation Capital Management held 3,516 shares of UnitedHealth worth $1.46M as of Q2 2026.
Generation Capital Management sold 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
UnitedHealth made up 0.9% of Generation Capital Management's portfolio in Q2 2026, its #33 holding.
Generation Capital Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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