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Cambria Investment Management’s UnitedHealth UNH Stock Holding History

Cambria Investment Management’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 		$1.77M Buy
4,249
+1,129
+36% +$418K 0.09% 212
2026
Q1 		$844K Buy
3,120
+1,103
+55% +$328K 0.05% 259
2025
Q4 		$666K Buy
2,017
+447
+28% +$151K 0.04% 302
2025
Q3 		$542K Buy
1,570
+440
+39% +$133K 0.03% 352
2025
Q2 		$353K Buy
+1,130
New +$432K 0.02% 355
2019
Q4 		– Sell
-18,875
Closed -$4.1M – 237
2019
Q3 		$4.1M Sell
18,875
-74
-0.4% -$17.9K 0.61% 73
2019
Q2 		$4.62M Buy
18,949
+2,767
+17% +$666K 0.71% 62
2019
Q1 		$4M Buy
16,182
+493
+3% +$126K 0.62% 80
2018
Q4 		$3.91M Sell
15,689
-749
-5% -$198K 0.66% 59
2018
Q3 		$4.37M Sell
16,438
-2,236
-12% -$582K 0.64% 63
2018
Q2 		$4.71M Sell
18,674
-3,065
-14% -$736K 0.7% 39
2018
Q1 		$4.65M Sell
21,739
-7,095
-25% -$1.62M 0.68% 53
2017
Q4 		$6.36M Buy
28,834
+1,806
+7% +$383K 0.89% 37
2017
Q3 		$5.29M Buy
27,028
+15,794
+141% +$3.05M 0.81% 56
2017
Q2 		$2.08M Buy
+11,234
New +$1.97M 0.45% 58

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 $3.38T AUM 44.17% 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

Cambria Investment Management's UNH Position: Q2 2026 in Review

Cambria Investment Management increased its UnitedHealth (UNH) stake by 36% in Q2 2026, buying an estimated $418K and bringing the position to 4,249 shares worth $1.77M. The position accounts for 0.09% of the portfolio, ranked #212.

Cambria Investment Management first reported a position in UNH in Q2 2017 and has held it in 15 quarters since. The position peaked at $6.36M in Q4 2017. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cambria Investment Management held 4,249 shares of UnitedHealth worth $1.77M as of Q2 2026.
  • Cambria Investment Management bought 1,129 UnitedHealth shares in Q2 2026, an estimated $418K.
  • UnitedHealth made up 0.09% of Cambria Investment Management's portfolio in Q2 2026, its #212 holding.
  • Cambria Investment Management first reported a position in UnitedHealth in Q2 2017 and has held it in 15 quarters since.
  • Cambria Investment Management's UnitedHealth position peaked at $6.36M in Q4 2017.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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