GuardCap Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $160M | Sell |
388,415
-76,746
| -16% | -$28.4M | 11.37% | 2 |
|
|
2026
Q1 | $127M | Sell |
465,161
-364,385
| -44% | -$109M | 7.26% | 6 |
|
|
2025
Q4 | $274M | Sell |
829,546
-150,723
| -15% | -$51.1M | 7.32% | 5 |
|
|
2025
Q3 | $338M | Sell |
980,269
-100,030
| -9% | -$30.3M | 7.85% | 6 |
|
|
2025
Q2 | $337M | Buy |
1,080,299
+294,748
| +38% | +$113M | 6.61% | 7 |
|
|
2025
Q1 | $411M | Buy |
785,551
+60,857
| +8% | +$31.1M | 7.97% | 5 |
|
|
2024
Q4 | $367M | Sell |
724,694
-98,005
| -12% | -$55.7M | 5.92% | 9 |
|
|
2024
Q3 | $481M | Sell |
822,699
-59,919
| -7% | -$33.9M | 6.55% | 9 |
|
|
2024
Q2 | $449M | Sell |
882,618
-116,303
| -12% | -$57M | 6.42% | 8 |
|
|
2024
Q1 | $494M | Buy |
998,921
+23,970
| +2% | +$12.2M | 6.06% | 9 |
|
|
2023
Q4 | $513M | Buy |
974,951
+6,022
| +0.6% | +$3.21M | 6.61% | 8 |
|
|
2023
Q3 | $489M | Sell |
968,929
-53,167
| -5% | -$26.2M | 6.79% | 6 |
|
|
2023
Q2 | $491M | Buy |
1,022,096
+39,619
| +4% | +$19.4M | 6.61% | 9 |
|
|
2023
Q1 | $464M | Sell |
982,477
-5,820
| -0.6% | -$2.81M | 6.49% | 8 |
|
|
2022
Q4 | $524M | Sell |
988,297
-37,149
| -4% | -$19.7M | 8.14% | 5 |
|
|
2022
Q3 | $518M | Sell |
1,025,446
-35,797
| -3% | -$18.8M | 8.69% | 3 |
|
|
2022
Q2 | $545M | Sell |
1,061,243
-418,321
| -28% | -$210M | 8.37% | 4 |
|
|
2022
Q1 | $755M | Buy |
1,479,564
+32,337
| +2% | +$15.6M | 9.88% | 3 |
|
|
2021
Q4 | $727M | Buy |
1,447,227
+12,685
| +0.9% | +$5.74M | 9.03% | 4 |
|
|
2021
Q3 | $561M | Buy |
1,434,542
+78,292
| +6% | +$32.4M | 7.72% | 5 |
|
|
2021
Q2 | $543M | Buy |
1,356,250
+179,778
| +15% | +$71.7M | 7.84% | 6 |
|
|
2021
Q1 | $438M | Buy |
1,176,472
+153,112
| +15% | +$53.1M | 7.91% | 5 |
|
|
2020
Q4 | $359M | Buy |
1,023,360
+284,002
| +38% | +$95.2M | 7.32% | 7 |
|
|
2020
Q3 | $231M | Buy |
739,358
+82,779
| +13% | +$25.4M | 7.48% | 7 |
|
|
2020
Q2 | $194M | Buy |
656,579
+130,845
| +25% | +$37.5M | 7.44% | 7 |
|
|
2020
Q1 | $131M | Sell |
525,734
-9,994
| -2% | -$2.75M | 7.58% | 5 |
|
|
2019
Q4 | $157M | Buy |
535,728
+62,440
| +13% | +$16.3M | 9.27% | 3 |
|
|
2019
Q3 | $103M | Buy |
473,288
+69,217
| +17% | +$16.7M | 7.57% | 5 |
|
|
2019
Q2 | $98.6M | Buy |
404,071
+117,784
| +41% | +$28.3M | 8.47% | 4 |
|
|
2019
Q1 | $70.8M | Buy |
286,287
+88,240
| +45% | +$22.5M | 8.44% | 3 |
|
|
2018
Q4 | $49.3M | Buy |
198,047
+50,043
| +34% | +$13.2M | 9.63% | 3 |
|
|
2018
Q3 | $39.4M | Buy |
148,004
+28,850
| +24% | +$7.5M | 9.1% | 3 |
|
|
2018
Q2 | $29.2M | Buy |
119,154
+18,793
| +19% | +$4.51M | 8.72% | 3 |
|
|
2018
Q1 | $21.5M | Buy |
100,361
+5,936
| +6% | +$1.36M | 8.03% | 5 |
|
|
2017
Q4 | $20.8M | Buy |
+94,425
| New | +$20M | 8.7% | 3 |
|
Other funds holding UNH
GuardCap Asset Management's UNH Position: Q2 2026 in Review
GuardCap Asset Management reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $28.4M and leaving 388,415 shares worth $160M. The position accounts for 11.37% of the portfolio, ranked #2.
GuardCap Asset Management first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $755M in Q1 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- GuardCap Asset Management held 388,415 shares of UnitedHealth worth $160M as of Q2 2026.
- GuardCap Asset Management sold 76,746 UnitedHealth shares in Q2 2026, an estimated $28.4M.
- UnitedHealth made up 11.37% of GuardCap Asset Management's portfolio in Q2 2026, its #2 holding.
- GuardCap Asset Management first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
- GuardCap Asset Management's UnitedHealth position peaked at $755M in Q1 2022.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on GuardCap Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.