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GFG Capital’s UnitedHealth UNH Stock Holding History

GFG 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
Q2 		– Sell
-1,103
Closed -$298K – 103
2026
Q1 		$298K Buy
+1,103
New +$328K 0.1% 66
2025
Q3 		– Sell
-39
Closed -$12.2K – 329
2025
Q2 		$12.2K Buy
+39
New +$14.9K ﹤0.01% 192
2025
Q1 		– Sell
-506
Closed -$256K – 126
2024
Q4 		$256K Sell
506
-104
-17% -$59.1K 0.07% 96
2024
Q3 		$236K Sell
610
-450
-42% -$255K 0.09% 89
2024
Q2 		$540K Sell
1,060
-4
-0.4% -$1.96K 0.14% 73
2024
Q1 		$526K Sell
1,064
-89
-8% -$45.2K 0.13% 77
2023
Q4 		$607K Sell
1,153
-57
-5% -$30.4K 0.16% 75
2023
Q3 		$610K Buy
1,210
+81
+7% +$39.9K 0.2% 65
2023
Q2 		$543K Sell
1,129
-43
-4% -$21K 0.1% 66
2023
Q1 		$639K Sell
1,172
-34
-3% -$16.4K 0.14% 55
2022
Q4 		$639K Sell
1,206
-354
-23% -$188K 0.1% 58
2022
Q3 		$788K Buy
1,560
+10
+0.6% +$5.26K 0.26% 53
2022
Q2 		$796K Sell
1,550
-272
-15% -$137K 0.24% 50
2022
Q1 		$929K Sell
1,822
-636
-26% -$307K 0.28% 51
2021
Q4 		$1.23M Buy
2,458
+78
+3% +$35.3K 0.37% 54
2021
Q3 		$930K Buy
2,380
+148
+7% +$61.3K 0.29% 56
2021
Q2 		$894K Buy
2,232
+9
+0.4% +$3.59K 0.27% 53
2021
Q1 		$827K Buy
2,223
+30
+1% +$10.4K 0.29% 54
2020
Q4 		$769K Buy
2,193
+82
+4% +$27.5K 0.25% 55
2020
Q3 		$658K Buy
+2,111
New +$648K 0.26% 54

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GFG Capital's UNH Position: Q2 2026 in Review

GFG Capital sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,103 shares — an estimated $298K sold.

GFG Capital first reported a position in UNH in Q3 2020 and held it in 20 quarters. The position peaked at $1.23M in Q4 2021. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GFG Capital reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • GFG Capital sold 1,103 UnitedHealth shares in Q2 2026, an estimated $298K.
  • GFG Capital first reported a position in UnitedHealth in Q3 2020 and held it in 20 quarters.
  • GFG Capital's UnitedHealth position peaked at $1.23M in Q4 2021.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GFG Capital's 13F filing for Q2 2026, filed 20 Jul 2026.