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
2026 Q2	$216K	Buy	+519	New	+$192K	0.06%	127
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

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

Next Capital Management's UNH Position: Q2 2026 in Review

Next Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 519 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Next Capital Management previously reported a position in UNH as recently as Q2 2025.

Next Capital Management first reported a position in UNH in Q2 2019 and has held it in 4 quarters since. The position peaked at $389K in Q2 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Next Capital Management held 519 shares of UnitedHealth worth $216K as of Q2 2026.
UnitedHealth was a new Next Capital Management position in Q2 2026.
UnitedHealth made up 0.06% of Next Capital Management's portfolio in Q2 2026, its #127 holding.
Next Capital Management first reported a position in UnitedHealth in Q2 2019 and has held it in 4 quarters since.
Next Capital Management's UnitedHealth position peaked at $389K in Q2 2025.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.