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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cache Advisors's UNH Position: Q2 2026 in Review

Cache Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 3,235 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #69.

Cache Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cache Advisors held 3,235 shares of UnitedHealth worth $1.34M as of Q2 2026.
  • Cache Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.11% of Cache Advisors's portfolio in Q2 2026, its #69 holding.
  • Cache Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 819 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.