Cairn Investment Group’s UnitedHealth UNH Stock Holding History

Cairn Investment Group’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	$350K	Hold	841	–	–	0.15%	55
2026 Q1	$228K	Hold	841	–	–	0.11%	61
2025 Q4	$278K	Hold	841	–	–	0.13%	59
2025 Q3	$290K	Hold	841	–	–	0.13%	61
2025 Q2	$262K	Hold	841	–	–	0.14%	60
2025 Q1	$440K	Hold	841	–	–	0.25%	50
2024 Q4	$425K	Hold	841	–	–	0.25%	55
2024 Q3	$492K	Hold	841	–	–	0.27%	50
2024 Q2	$428K	Sell	841 -26	-3%	-$12.7K	0.25%	53
2024 Q1	$429K	Hold	867	–	–	0.25%	55
2023 Q4	$456K	Buy	867 +240	+38%	+$128K	0.28%	49
2023 Q3	$316K	Buy	627 +30	+5%	+$14.8K	0.21%	54
2023 Q2	$287K	Hold	597	–	–	0.19%	57
2023 Q1	$282K	Hold	597	–	–	0.2%	55
2022 Q4	$317K	Hold	597	–	–	0.24%	57
2022 Q3	$302K	Hold	597	–	–	0.24%	56
2022 Q2	$307K	Hold	597	–	–	0.24%	64
2022 Q1	$304K	Sell	597 -285	-32%	-$137K	0.19%	64
2021 Q4	$443K	Buy	882 +68	+8%	+$30.8K	0.31%	57
2021 Q3	$318K	Buy	814 +30	+4%	+$12.4K	0.24%	60
2021 Q2	$313K	Buy	+784	New	+$313K	0.23%	63

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cairn Investment Group's UNH Position: Q2 2026 in Review

Cairn Investment Group held its UnitedHealth (UNH) position steady in Q2 2026 at 841 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #55.

Cairn Investment Group first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $492K in Q3 2024. 3,381 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cairn Investment Group held 841 shares of UnitedHealth worth $350K as of Q2 2026.
Cairn Investment Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.15% of Cairn Investment Group's portfolio in Q2 2026, its #55 holding.
Cairn Investment Group first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
Cairn Investment Group's UnitedHealth position peaked at $492K in Q3 2024.
3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cairn Investment Group's 13F filing for Q2 2026, filed 28 Jul 2026.