WC
UNH icon

Waterloo Capital’s UnitedHealth UNH Stock Holding History

Waterloo 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 		$1.79M Buy
4,304
+2,038
+90% +$755K 0.1% 187
2026
Q1 		$613K Buy
2,266
+135
+6% +$40.2K 0.04% 273
2025
Q4 		$704K Sell
2,131
-3,929
-65% -$1.33M 0.05% 248
2025
Q3 		$2.09M Buy
6,060
+531
+10% +$161K 0.16% 138
2025
Q2 		$1.72M Sell
5,529
-2,196
-28% -$839K 0.14% 146
2025
Q1 		$4.05M Buy
7,725
+282
+4% +$144K 0.38% 65
2024
Q4 		$3.77M Sell
7,443
-138
-2% -$78.4K 0.4% 67
2024
Q3 		$4.43M Sell
7,581
-338
-4% -$191K 0.48% 50
2024
Q2 		$4.03M Buy
7,919
+960
+14% +$471K 0.48% 52
2024
Q1 		$3.44M Buy
6,959
+1,646
+31% +$837K 0.44% 54
2023
Q4 		$2.8M Buy
5,313
+2,548
+92% +$1.36M 0.45% 52
2023
Q3 		$1.39M Buy
2,765
+316
+13% +$156K 0.41% 52
2023
Q2 		$1.18M Sell
2,449
-218
-8% -$107K 0.35% 51
2023
Q1 		$1.26M Buy
+2,667
New +$1.29M 0.39% 48
2020
Q1 		$841K Buy
+3,373
New +$928K 0.6% 40

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

Waterloo Capital's UNH Position: Q2 2026 in Review

Waterloo Capital increased its UnitedHealth (UNH) stake by 90% in Q2 2026, buying an estimated $755K and bringing the position to 4,304 shares worth $1.79M. The position accounts for 0.1% of the portfolio, ranked #187.

Waterloo Capital first reported a position in UNH in Q1 2020 and has held it in 15 quarters since. The position peaked at $4.43M in Q3 2024. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Waterloo Capital held 4,304 shares of UnitedHealth worth $1.79M as of Q2 2026.
  • Waterloo Capital bought 2,038 UnitedHealth shares in Q2 2026, an estimated $755K.
  • UnitedHealth made up 0.1% of Waterloo Capital's portfolio in Q2 2026, its #187 holding.
  • Waterloo Capital first reported a position in UnitedHealth in Q1 2020 and has held it in 15 quarters since.
  • Waterloo Capital's UnitedHealth position peaked at $4.43M in Q3 2024.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.