Nearwater Capital Markets’s UnitedHealth UNH Stock Holding History

Nearwater Capital Markets’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	$41.6M	Buy	100,000 +10,000	+11%	+$3.71M	0.72%	43
2026 Q1	$24.4M	Buy	+90,000	New	+$26.8M	0.57%	53
2025 Q4	–	Sell	-79,000	Closed	-$27.3M	–	177
2025 Q3	$27.3M	Sell	79,000 -35,000	-31%	-$10.6M	0.36%	55
2025 Q2	$35.6M	Buy	114,000 +59,000	+107%	+$22.5M	0.57%	32
2025 Q1	$28.8M	Buy	+55,000	New	+$28.1M	0.82%	31

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nearwater Capital Markets's UNH Position: Q2 2026 in Review

Nearwater Capital Markets increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $3.71M and bringing the position to 100,000 shares worth $41.6M. The position accounts for 0.72% of the portfolio, ranked #43.

Nearwater Capital Markets first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Nearwater Capital Markets held 100,000 shares of UnitedHealth worth $41.6M as of Q2 2026.
Nearwater Capital Markets bought 10,000 UnitedHealth shares in Q2 2026, an estimated $3.71M.
UnitedHealth made up 0.72% of Nearwater Capital Markets's portfolio in Q2 2026, its #43 holding.
Nearwater Capital Markets first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.