Cambridge Advisors’s UnitedHealth UNH Stock Holding History

Cambridge 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 Q3	$585K	Sell	1,594 -61	-4%	-$24.6K	0.1%	115
2026 Q2	$688K	Hold	1,655	–	–	0.12%	106
2026 Q1	$448K	Sell	1,655 -467	-22%	-$139K	0.09%	124
2025 Q4	$700K	Hold	2,122	–	–	0.13%	101
2025 Q3	$733K	Hold	2,122	–	–	0.14%	97
2025 Q2	$662K	Hold	2,122	–	–	0.14%	97
2025 Q1	$1.11M	Hold	2,122	–	–	0.24%	67
2024 Q4	$1.07M	Sell	2,122 -685	-24%	-$389K	0.24%	69
2024 Q3	$1.64M	Hold	2,807	–	–	0.36%	46
2024 Q2	$1.43M	Hold	2,807	–	–	0.33%	49
2024 Q1	$1.39M	Hold	2,807	–	–	0.33%	52
2023 Q4	$1.48M	Sell	2,807 -200	-7%	-$107K	0.37%	42
2023 Q3	$1.52M	Sell	3,007 -25	-0.8%	-$12.3K	0.41%	37
2023 Q2	$1.46M	Sell	3,032 -73	-2%	-$35.7K	0.37%	40
2023 Q1	$1.47M	Sell	3,105 -25	-0.8%	-$12.1K	0.38%	42
2022 Q4	$1.66M	Buy	3,130 +7	+0.2%	+$3.71K	0.45%	35
2022 Q3	$1.58M	Sell	3,123 -50	-2%	-$26.3K	0.45%	33
2022 Q2	$1.63M	Sell	3,173 -25	-0.8%	-$12.6K	0.45%	31
2022 Q1	$1.63M	Buy	3,198 +25	+0.8%	+$12.1K	0.39%	38
2021 Q4	$1.59M	Sell	3,173 -230	-7%	-$104K	0.36%	45
2021 Q3	$1.33M	Sell	3,403 -40	-1%	-$16.6K	0.32%	55
2021 Q2	$1.38M	Hold	3,443	–	–	0.33%	50
2021 Q1	$1.28M	Buy	3,443 +40	+1%	+$13.9K	0.33%	51
2020 Q4	$1.19M	Hold	3,403	–	–	0.32%	56
2020 Q3	$1.06M	Hold	3,403	–	–	0.31%	57
2020 Q2	$1M	Sell	3,403 -50	-1%	-$14.3K	0.31%	57
2020 Q1	$861K	Sell	3,453 -153	-4%	-$42.1K	0.31%	55
2019 Q4	$1.06M	Sell	3,606 -1,062	-23%	-$278K	0.32%	57
2019 Q3	$1.01M	Sell	4,668 -250	-5%	-$60.3K	0.33%	49
2019 Q2	$1.2M	Sell	4,918 -400	-8%	-$96.2K	0.4%	42
2019 Q1	$1.32M	Sell	5,318 -526	-9%	-$134K	0.45%	39
2018 Q4	$1.46M	Hold	5,844	–	–	0.54%	34
2018 Q3	$1.56M	Sell	5,844 -16	-0.3%	-$4.16K	0.53%	37
2018 Q2	$1.44M	Hold	5,860	–	–	0.51%	37
2018 Q1	$1.25M	Hold	5,860	–	–	0.45%	39
2017 Q4	$1.29M	Hold	5,860	–	–	0.47%	36
2017 Q3	$1.15M	Sell	5,860 -200	-3%	-$38.6K	0.44%	41
2017 Q2	$1.12M	Sell	6,060 -150	-2%	-$26.3K	0.45%	44
2017 Q1	$1.02M	Hold	6,210	–	–	0.42%	49
2016 Q4	$994K	Sell	6,210 -200	-3%	-$29.9K	0.44%	51
2016 Q3	$897K	Hold	6,410	–	–	0.4%	56
2016 Q2	$905K	Hold	6,410	–	–	0.41%	54
2016 Q1	$826K	Sell	6,410 -100	-2%	-$11.8K	0.38%	58
2015 Q4	$766K	Hold	6,510	–	–	0.43%	59
2015 Q3	$755K	Hold	6,510	–	–	0.45%	58
2015 Q2	$794K	Hold	6,510	–	–	0.45%	60
2015 Q1	$770K	Hold	6,510	–	–	0.45%	58
2014 Q4	$658K	Buy	+6,510	New	+$617K	0.4%	61

Other funds holding UNH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cambridge Advisors's UNH Position: Q3 2026 in Review

Cambridge Advisors reduced its UnitedHealth (UNH) stake by 3.7% in Q3 2026, selling an estimated $24.6K and leaving 1,594 shares worth $585K. The position accounts for 0.1% of the portfolio, ranked #115.

Cambridge Advisors first reported a position in UNH in Q4 2014 and has held it in 48 quarters since. The position peaked at $1.66M in Q4 2022. 2,059 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Cambridge Advisors held 1,594 shares of UnitedHealth worth $585K as of Q3 2026.
Cambridge Advisors sold 61 UnitedHealth shares in Q3 2026, an estimated $24.6K.
UnitedHealth made up 0.1% of Cambridge Advisors's portfolio in Q3 2026, its #115 holding.
Cambridge Advisors first reported a position in UnitedHealth in Q4 2014 and has held it in 48 quarters since.
Cambridge Advisors's UnitedHealth position peaked at $1.66M in Q4 2022.
2,059 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.