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NAYA Capital Management (UK)’s UnitedHealth UNH Stock Holding History

NAYA Capital Management (UK)’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 		$437M Buy
1,051,012
+40,459
+4% +$15M 21.01% 3
2026
Q1 		$273M Buy
1,010,553
+97,821
+11% +$29.1M 23.15% 3
2025
Q4 		$301M Buy
912,732
+11,341
+1% +$3.84M 22.69% 2
2025
Q3 		$311M Buy
901,391
+292,015
+48% +$88.3M 26.48% 2
2025
Q2 		$190M Buy
+609,376
New +$233M 13.23% 4

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 $3.38T AUM 44.17% 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

NAYA Capital Management (UK)'s UNH Position: Q2 2026 in Review

NAYA Capital Management (UK) increased its UnitedHealth (UNH) stake by 4% in Q2 2026, buying an estimated $15M and bringing the position to 1,051,012 shares worth $437M. The position accounts for 21.01% of the portfolio, ranked #3.

NAYA Capital Management (UK) 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.

  • NAYA Capital Management (UK) held 1,051,012 shares of UnitedHealth worth $437M as of Q2 2026.
  • NAYA Capital Management (UK) bought 40,459 UnitedHealth shares in Q2 2026, an estimated $15M.
  • UnitedHealth made up 21.01% of NAYA Capital Management (UK)'s portfolio in Q2 2026, its #3 holding.
  • NAYA Capital Management (UK) 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 NAYA Capital Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.