Cache Advisors’s UnitedHealth UNH Stock Holding History

Cache Advisors’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 Q3	$1.19M	Hold	3,235	–	–	0.07%	80
2026 Q2	$1.34M	Hold	3,235	–	–	0.11%	69
2026 Q1	$875K	Hold	3,235	–	–	0.1%	56
2025 Q4	$1.07M	Hold	3,235	–	–	0.13%	49
2025 Q3	$1.12M	Buy	3,235 +1,700	+111%	+$514K	0.19%	46
2025 Q2	$479K	Buy	1,535 +573	+60%	+$219K	0.13%	67
2025 Q1	$504K	Hold	962	–	–	0.19%	54
2024 Q4	$487K	Buy	+962	New	+$547K	0.2%	52

Other funds holding UNH

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Cache Advisors's UNH Position: Q3 2026 in Review

Cache Advisors held its UnitedHealth (UNH) position steady in Q3 2026 at 3,235 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #80.

Cache Advisors first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q2 2026. 826 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Cache Advisors held 3,235 shares of UnitedHealth worth $1.19M as of Q3 2026.
Cache Advisors left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.07% of Cache Advisors's portfolio in Q3 2026, its #80 holding.
Cache Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
Cache Advisors's UnitedHealth position peaked at $1.34M in Q2 2026.
826 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.