Cahill Financial Advisors’s UnitedHealth UNH Stock Holding History

Cahill Financial 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	$1.31M	Buy	4,839 +28	+0.6%	+$8.34K	0.14%	108
2025 Q4	$1.59M	Buy	4,811 +6	+0.1%	+$2.03K	0.17%	91
2025 Q3	$1.66M	Buy	4,805 +181	+4%	+$54.7K	0.19%	88
2025 Q2	$1.44M	Buy	4,624 +6	+0.1%	+$2.29K	0.18%	88
2025 Q1	$2.42M	Buy	4,618 +3	+0.1%	+$1.53K	0.33%	52
2024 Q4	$2.33M	Sell	4,615 -61	-1%	-$34.7K	0.32%	58
2024 Q3	$2.73M	Buy	4,676 +270	+6%	+$153K	0.37%	46
2024 Q2	$2.24M	Buy	4,406 +6	+0.1%	+$2.94K	0.31%	65
2024 Q1	$2.18M	Buy	4,400 +114	+3%	+$58K	0.3%	67
2023 Q4	$2.26M	Buy	4,286 +14	+0.3%	+$7.47K	0.33%	63
2023 Q3	$2.15M	Sell	4,272 -22	-0.5%	-$10.8K	0.36%	58
2023 Q2	$2.06M	Buy	4,294 +146	+4%	+$71.4K	0.33%	62
2023 Q1	$1.96M	Buy	4,148 +58	+1%	+$28K	0.35%	62
2022 Q4	$2.17M	Buy	4,090 +188	+5%	+$99.6K	0.42%	56
2022 Q3	$1.97M	Buy	3,902 +288	+8%	+$151K	0.42%	59
2022 Q2	$1.86M	Buy	3,614 +27	+0.8%	+$13.6K	0.39%	62
2022 Q1	$1.83M	Buy	3,587 +262	+8%	+$126K	0.34%	69
2021 Q4	$1.67M	Sell	3,325 -168	-5%	-$76K	0.32%	75
2021 Q3	$1.36M	Buy	3,493 +189	+6%	+$78.3K	0.28%	79
2021 Q2	$1.32M	Sell	3,304 -446	-12%	-$178K	0.3%	75
2021 Q1	$1.4M	Buy	3,750 +809	+28%	+$280K	0.34%	68
2020 Q4	$1.03M	Buy	2,941 +138	+5%	+$46.3K	0.26%	82
2020 Q3	$874K	Buy	2,803 +824	+42%	+$253K	0.31%	76
2020 Q2	$584K	Sell	1,979 -109	-5%	-$31.2K	0.23%	93
2020 Q1	$521K	Buy	2,088 +539	+35%	+$148K	0.24%	92
2019 Q4	$456K	Buy	1,549 +19	+1%	+$4.97K	0.17%	111
2019 Q3	$333K	Sell	1,530 -133	-8%	-$32.1K	0.13%	124
2019 Q2	$406K	Sell	1,663 -37	-2%	-$8.9K	0.16%	111
2019 Q1	$421K	Sell	1,700 -29	-2%	-$7.4K	0.18%	106
2018 Q4	$431K	Buy	1,729 +8	+0.5%	+$2.11K	0.22%	101
2018 Q3	$458K	Buy	1,721 +4	+0.2%	+$1.04K	0.2%	101
2018 Q2	$422K	Sell	1,717 -61	-3%	-$14.6K	0.19%	107
2018 Q1	$381K	Sell	1,778 -59	-3%	-$13.5K	0.18%	112
2017 Q4	$405K	Sell	1,837 -96	-5%	-$20.3K	0.2%	105
2017 Q3	$379K	Sell	1,933 -267	-12%	-$51.6K	0.2%	105
2017 Q2	$408K	Buy	2,200 +549	+33%	+$96.3K	0.23%	99
2017 Q1	$271K	Buy	1,651 +5	+0.3%	+$819	0.16%	108
2016 Q4	$264K	Buy	1,646 +4	+0.2%	+$598	0.16%	108
2016 Q3	$230K	Buy	1,642 +6	+0.4%	+$840	0.15%	114
2016 Q2	$232K	Sell	1,636 -12	-0.7%	-$1.6K	0.16%	107
2016 Q1	$213K	Sell	1,648 -151	-8%	-$17.9K	0.16%	104
2015 Q4	$212K	Buy	1,799 +6	+0.3%	+$701	0.17%	100
2015 Q3	$209K	Sell	1,793 -313	-15%	-$37.5K	0.17%	104
2015 Q2	$257K	Buy	2,106 +7	+0.3%	+$828	0.19%	93
2015 Q1	$249K	Buy	2,099 +5	+0.2%	+$555	0.19%	90
2014 Q4	$212K	Buy	+2,094	New	+$198K	0.16%	100

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

Cahill Financial Advisors's UNH Position: Q1 2026 in Review

Cahill Financial Advisors increased its UnitedHealth (UNH) stake by 0.58% in Q1 2026, buying an estimated $8.34K and bringing the position to 4,839 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #108.

Cahill Financial Advisors first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.73M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cahill Financial Advisors held 4,839 shares of UnitedHealth worth $1.31M as of Q1 2026.
Cahill Financial Advisors bought 28 UnitedHealth shares in Q1 2026, an estimated $8.34K.
UnitedHealth made up 0.14% of Cahill Financial Advisors's portfolio in Q1 2026, its #108 holding.
Cahill Financial Advisors first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
Cahill Financial Advisors's UnitedHealth position peaked at $2.73M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.