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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caerus Investment Advisors's UNH Position: Q1 2026 in Review

Caerus Investment Advisors reduced its UnitedHealth (UNH) stake by 27% in Q1 2026, selling an estimated $93.8K and leaving 872 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #207.

Caerus Investment Advisors first reported a position in UNH in Q2 2023 and has held it in 6 quarters since. The position peaked at $576K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Caerus Investment Advisors held 872 shares of UnitedHealth worth $236K as of Q1 2026.
Caerus Investment Advisors sold 315 UnitedHealth shares in Q1 2026, an estimated $93.8K.
UnitedHealth made up 0.1% of Caerus Investment Advisors's portfolio in Q1 2026, its #207 holding.
Caerus Investment Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 6 quarters since.
Caerus Investment Advisors's UnitedHealth position peaked at $576K in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.