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Luminist Capital’s UnitedHealth UNH Stock Holding History

Luminist 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 		$2.91K Buy
+7
New +$2.6K ﹤0.01% 311
2026
Q1 		– Sell
-20
Closed -$6.6K – 268
2025
Q4 		$6.6K Hold
20
– – 0.01% 161
2025
Q3 		$6.97K Sell
20
-422
-95% -$128K 0.01% 209
2025
Q2 		$144K Buy
442
+23
+5% +$8.79K 0.14% 51
2025
Q1 		$219K Buy
419
+2
+0.5% +$1.02K 0.24% 34
2024
Q4 		$211K Buy
+417
New +$237K 0.37% 32

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

Luminist Capital's UNH Position: Q2 2026 in Review

Luminist Capital opened a new position in UnitedHealth (UNH) in Q2 2026: 7 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: Luminist Capital previously reported a position in UNH as recently as Q4 2025.

Luminist Capital first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $219K in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Luminist Capital held 7 shares of UnitedHealth worth $2.91K as of Q2 2026.
  • UnitedHealth was a new Luminist Capital position in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #311 holding.
  • Luminist Capital first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Luminist Capital's UnitedHealth position peaked at $219K in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.