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Caerus Investment Advisors’s UnitedHealth UNH Stock Holding History

Caerus Investment 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 		$682K Buy
1,640
+768
+88% +$285K 0.23% 82
2026
Q1 		$236K Sell
872
-315
-27% -$93.8K 0.1% 207
2025
Q4 		$392K Sell
1,187
-482
-29% -$163K 0.13% 182
2025
Q3 		$576K Buy
+1,669
New +$505K 0.24% 93
2024
Q1 		– Sell
-808
Closed -$425K – 39
2023
Q4 		$425K Hold
808
– – 0.41% 25
2023
Q3 		$407K Hold
808
– – 0.42% 22
2023
Q2 		$388K Buy
+808
New +$395K 0.44% 22

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

Caerus Investment Advisors's UNH Position: Q2 2026 in Review

Caerus Investment Advisors increased its UnitedHealth (UNH) stake by 88% in Q2 2026, buying an estimated $285K and bringing the position to 1,640 shares worth $682K. The position accounts for 0.23% of the portfolio, ranked #82.

Caerus Investment Advisors first reported a position in UNH in Q2 2023 and has held it in 7 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Caerus Investment Advisors held 1,640 shares of UnitedHealth worth $682K as of Q2 2026.
  • Caerus Investment Advisors bought 768 UnitedHealth shares in Q2 2026, an estimated $285K.
  • UnitedHealth made up 0.23% of Caerus Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Caerus Investment Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 7 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.