Soleus Capital Management’s UnitedHealth UNH Stock Holding History

Soleus 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	$33.3M	Buy	+80,000	New	+$29.7M	1.15%	27
2025 Q3	–	Sell	-86,250	Closed	-$26.9M	–	110
2025 Q2	$26.9M	Buy	+86,250	New	+$33M	1.78%	18
2020 Q2	–	Sell	-7,900	Closed	-$1.97M	–	70
2020 Q1	$1.97M	Buy	+7,900	New	+$2.17M	2.29%	18

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

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

Soleus Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 80,000 shares worth $33.3M. The stake represents 1.15% of the portfolio and ranks #27 among its holdings. This is a return to the name: Soleus Capital Management previously reported a position in UNH as recently as Q2 2025.

Soleus Capital Management first reported a position in UNH in Q1 2020 and has held it in 3 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Soleus Capital Management held 80,000 shares of UnitedHealth worth $33.3M as of Q2 2026.
UnitedHealth was a new Soleus Capital Management position in Q2 2026.
UnitedHealth made up 1.15% of Soleus Capital Management's portfolio in Q2 2026, its #27 holding.
Soleus Capital Management first reported a position in UnitedHealth in Q1 2020 and has held it in 3 quarters since.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Soleus Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.