SC
UNH icon

Swan Capital’s UnitedHealth UNH Stock Holding History

Swan Capital’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 		$1.66K Sell
4
-13
-76% -$4.82K ﹤0.01% 397
2026
Q1 		$4.7K Sell
17
-7
-29% -$2.08K ﹤0.01% 267
2025
Q4 		$8.04K Buy
24
+20
+500% +$6.78K ﹤0.01% 192
2025
Q3 		$1.38K Sell
4
-2
-33% -$605 ﹤0.01% 350
2025
Q2 		$1.87K Buy
+6
New +$2.29K ﹤0.01% 329

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Swan Capital's UNH Position: Q2 2026 in Review

Swan Capital reduced its UnitedHealth (UNH) stake by 76% in Q2 2026, selling an estimated $4.82K and leaving 4 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Swan Capital first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.04K in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Swan Capital held 4 shares of UnitedHealth worth $1.66K as of Q2 2026.
  • Swan Capital sold 13 UnitedHealth shares in Q2 2026, an estimated $4.82K.
  • UnitedHealth made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #397 holding.
  • Swan Capital first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • Swan Capital's UnitedHealth position peaked at $8.04K in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.