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X-Square Capital’s UnitedHealth UNH Stock Holding History

X-Square 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 		$1.49M Buy
3,582
+63
+2% +$23.4K 0.38% 73
2026
Q1 		$952K Buy
3,519
+873
+33% +$260K 0.32% 89
2025
Q4 		$873K Sell
2,646
-354
-12% -$120K 0.29% 94
2025
Q3 		$1.04M Buy
+3,000
New +$907K 0.32% 81

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

X-Square Capital's UNH Position: Q2 2026 in Review

X-Square Capital increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $23.4K and bringing the position to 3,582 shares worth $1.49M. The position accounts for 0.38% of the portfolio, ranked #73.

X-Square Capital first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • X-Square Capital held 3,582 shares of UnitedHealth worth $1.49M as of Q2 2026.
  • X-Square Capital bought 63 UnitedHealth shares in Q2 2026, an estimated $23.4K.
  • UnitedHealth made up 0.38% of X-Square Capital's portfolio in Q2 2026, its #73 holding.
  • X-Square Capital first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on X-Square Capital's 13F filing for Q2 2026, filed 12 Aug 2026.