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Machina Capital’s UnitedHealth UNH Stock Holding History

Machina 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
-9,930
Closed -$2.69M – 485
2026
Q1 		$2.69M Sell
9,930
-4,349
-30% -$1.3M 0.53% 56
2025
Q4 		$4.71M Buy
+14,279
New +$4.84M 0.9% 14
2025
Q2 		– Sell
-3,334
Closed -$1.75M – 406
2025
Q1 		$1.75M Buy
3,334
+2,634
+376% +$1.35M 0.52% 68
2024
Q4 		$354K Buy
+700
New +$398K 0.15% 205
2024
Q2 		– Sell
-1,621
Closed -$802K – 354
2024
Q1 		$802K Buy
1,621
+83
+5% +$42.2K 0.42% 91
2023
Q4 		$810K Buy
+1,538
New +$820K 0.52% 67
2023
Q3 		– Sell
-2,529
Closed -$1.22M – 365
2023
Q2 		$1.22M Buy
2,529
+2,495
+7,338% +$1.22M 0.69% 27
2023
Q1 		$16.1K Sell
34
-596
-95% -$288K 0.01% 399
2022
Q4 		$334K Buy
+630
New +$334K 0.62% 73
2022
Q1 		– Sell
-755
Closed -$379K – 190
2021
Q4 		$379K Sell
755
-704
-48% -$319K 0.91% 37
2021
Q3 		$570K Buy
+1,459
New +$604K 1.23% 16
2020
Q1 		– Sell
-8,709
Closed -$2.56M – 282
2019
Q4 		$2.56M Buy
8,709
+6,944
+393% +$1.82M 1.02% 3
2019
Q3 		$384K Sell
1,765
-10,646
-86% -$2.57M 0.18% 185
2019
Q2 		$3.03M Buy
12,411
+9,161
+282% +$2.2M 1.13% 6
2019
Q1 		$804K Buy
3,250
+3,212
+8,453% +$819K 0.32% 115
2018
Q4 		$9K Buy
+38
New +$10K 0.01% 260

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

Machina Capital's UNH Position: Q2 2026 in Review

Machina Capital sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 9,930 shares — an estimated $2.69M sold.

Machina Capital first reported a position in UNH in Q4 2018 and held it in 16 quarters. The position peaked at $4.71M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Machina Capital reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Machina Capital sold 9,930 UnitedHealth shares in Q2 2026, an estimated $2.69M.
  • Machina Capital first reported a position in UnitedHealth in Q4 2018 and held it in 16 quarters.
  • Machina Capital's UnitedHealth position peaked at $4.71M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.