Quadcap Wealth Management’s UnitedHealth UNH Stock Holding History

Quadcap Wealth 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	$967K	Buy	2,327 +267	+13%	+$99K	0.09%	177
2026 Q1	$557K	Sell	2,060 -257	-11%	-$76.5K	0.06%	244
2025 Q4	$765K	Sell	2,317 -283	-11%	-$95.9K	0.09%	189
2025 Q3	$898K	Sell	2,600 -1,229	-32%	-$372K	0.11%	170
2025 Q2	$1.19M	Sell	3,829 -412	-10%	-$157K	0.15%	130
2025 Q1	$2.22M	Sell	4,241 -237	-5%	-$121K	0.32%	65
2024 Q4	$2.27M	Sell	4,478 -111	-2%	-$63.1K	0.33%	62
2024 Q3	$2.68M	Sell	4,589 -776	-14%	-$439K	0.42%	50
2024 Q2	$2.73M	Buy	5,365 +1,493	+39%	+$732K	0.49%	40
2024 Q1	$1.92M	Sell	3,872 -275	-7%	-$140K	0.44%	50
2023 Q4	$2.18M	Buy	+4,147	New	+$2.21M	0.56%	37

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

Quadcap Wealth Management's UNH Position: Q2 2026 in Review

Quadcap Wealth Management increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $99K and bringing the position to 2,327 shares worth $967K. The position accounts for 0.09% of the portfolio, ranked #177.

Quadcap Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q2 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Quadcap Wealth Management held 2,327 shares of UnitedHealth worth $967K as of Q2 2026.
Quadcap Wealth Management bought 267 UnitedHealth shares in Q2 2026, an estimated $99K.
UnitedHealth made up 0.09% of Quadcap Wealth Management's portfolio in Q2 2026, its #177 holding.
Quadcap Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's UnitedHealth position peaked at $2.73M in Q2 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.