NCM
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Next Capital Management’s UnitedHealth UNH Stock Holding History

Next Capital Management’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
2025
Q3 		– Sell
-1,246
Closed -$389K – 149
2025
Q2 		$389K Buy
1,246
+732
+142% +$280K 0.14% 94
2025
Q1 		$269K Buy
+514
New +$263K 0.13% 102
2019
Q3 		– Sell
-252
Closed -$61K – 783
2019
Q2 		$61K Buy
+252
New +$60.6K 0.04% 147

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Capital Management's UNH Position: Q3 2025 in Review

Next Capital Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,246 shares — an estimated $389K sold.

Next Capital Management first reported a position in UNH in Q2 2019 and held it in 3 quarters. The position peaked at $389K in Q2 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Next Capital Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Next Capital Management sold 1,246 UnitedHealth shares in Q3 2025, an estimated $389K.
  • Next Capital Management first reported a position in UnitedHealth in Q2 2019 and held it in 3 quarters.
  • Next Capital Management's UnitedHealth position peaked at $389K in Q2 2025.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Next Capital Management's 13F filing for Q3 2025, filed 5 Nov 2025.