Cambridge Financial Group (Arizona)’s UnitedHealth UNH Stock Holding History

Cambridge Financial Group (Arizona)’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	$206K	Hold	496	–	–	0.07%	152
2026 Q2	$206K	Buy	+496	New	+$184K	0.06%	153
2026 Q1	–	Sell	-543	Closed	-$274K	–	176
2025 Q4	$274K	Sell	543 -38	-7%	-$12.9K	0.1%	142
2025 Q3	$200K	Buy	+581	New	+$176K	0.06%	163
2025 Q2	–	Sell	-517	Closed	-$271K	–	140
2025 Q1	$271K	Sell	517 -26	-5%	-$13.3K	0.11%	120
2024 Q4	$274K	Hold	543	–	–	0.12%	111
2024 Q3	$317K	Hold	543	–	–	0.13%	101
2024 Q2	$276K	Hold	543	–	–	0.13%	106
2024 Q1	$268K	Sell	543 -102	-16%	-$51.9K	0.13%	105
2023 Q4	$340K	Buy	+645	New	+$344K	0.18%	87

Other funds holding UNH

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s UNH Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its UnitedHealth (UNH) position steady in Q3 2026 at 496 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #152.

Cambridge Financial Group (Arizona) first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $340K in Q4 2023. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Cambridge Financial Group (Arizona) held 496 shares of UnitedHealth worth $206K as of Q3 2026.
Cambridge Financial Group (Arizona) left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.07% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #152 holding.
Cambridge Financial Group (Arizona) first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Cambridge Financial Group (Arizona)'s UnitedHealth position peaked at $340K in Q4 2023.
169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.