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 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 $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

Cairn Investment Group's UNH Position: Q1 2026 in Review

Cairn Investment Group held its UnitedHealth (UNH) position steady in Q1 2026 at 841 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #61.

Cairn Investment Group first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $492K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cairn Investment Group held 841 shares of UnitedHealth worth $228K as of Q1 2026.
Cairn Investment Group left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.11% of Cairn Investment Group's portfolio in Q1 2026, its #61 holding.
Cairn Investment Group first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
Cairn Investment Group's UnitedHealth position peaked at $492K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cairn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.