SCS Capital Management’s UnitedHealth UNH Stock Holding History

SCS 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	$1.25M	Sell	3,017 -1,292	-30%	-$479K	0.01%	256
2026 Q1	$1.17M	Sell	4,309 -186	-4%	-$55.4K	0.01%	260
2025 Q4	$1.48M	Sell	4,495 -322	-7%	-$109K	0.02%	240
2025 Q3	$1.66M	Sell	4,817 -2,753	-36%	-$833K	0.02%	231
2025 Q2	$2.36M	Buy	7,570 +2,961	+64%	+$1.13M	0.03%	205
2025 Q1	$2.41M	Buy	+4,609	New	+$2.36M	0.03%	180

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

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

SCS Capital Management reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $479K and leaving 3,017 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #256.

SCS Capital Management first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.41M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

SCS Capital Management held 3,017 shares of UnitedHealth worth $1.25M as of Q2 2026.
SCS Capital Management sold 1,292 UnitedHealth shares in Q2 2026, an estimated $479K.
UnitedHealth made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #256 holding.
SCS Capital Management first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's UnitedHealth position peaked at $2.41M in Q1 2025.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.