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Capital Advisors Ltd’s UnitedHealth UNH Stock Holding History

Capital Advisors Ltd’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 		$472K Sell
1,135
-356
-24% -$132K 0.05% 188
2026
Q1 		$403K Sell
1,491
-75
-5% -$22.3K 0.05% 198
2025
Q4 		$517K Buy
1,566
+16
+1% +$5.42K 0.06% 166
2025
Q3 		$535K Buy
1,550
+71
+5% +$21.5K 0.06% 155
2025
Q2 		$461K Sell
1,479
-299
-17% -$114K 0.06% 170
2025
Q1 		$931K Sell
1,778
-44
-2% -$22.5K 0.12% 103
2024
Q4 		$922K Sell
1,822
-17
-0.9% -$9.66K 0.12% 105
2024
Q3 		$1.07M Buy
1,839
+21
+1% +$11.9K 0.13% 97
2024
Q2 		$926K Buy
1,818
+121
+7% +$59.3K 0.12% 104
2024
Q1 		$840K Sell
1,697
-25
-1% -$12.7K 0.11% 115
2023
Q4 		$907K Buy
1,722
+62
+4% +$33.1K 0.13% 100
2023
Q3 		$837K Buy
1,660
+316
+24% +$156K 0.13% 99
2023
Q2 		$646K Buy
1,344
+471
+54% +$230K 0.1% 122
2023
Q1 		$413K Sell
873
-1,038
-54% -$501K 0.07% 158
2022
Q4 		$762K Buy
1,911
+481
+34% +$255K 0.13% 101
2022
Q3 		$722K Buy
1,430
+31
+2% +$16.3K 0.14% 94
2022
Q2 		$719K Buy
1,399
+66
+5% +$33.1K 0.13% 97
2022
Q1 		$680K Buy
1,333
+160
+14% +$77.2K 0.11% 109
2021
Q4 		$589K Buy
1,173
+327
+39% +$148K 0.1% 115
2021
Q3 		$331K Buy
846
+192
+29% +$79.5K 0.06% 154
2021
Q2 		$262K Buy
654
+625
+2,155% +$249K 0.05% 170
2021
Q1 		$11K Buy
+29
New +$10K ﹤0.01% 403
2020
Q2 		– Sell
-70
Closed -$17K – 479
2020
Q1 		$17K Hold
70
– – 0.01% 324
2019
Q4 		$21K Hold
70
– – 0.01% 306
2019
Q3 		$15K Sell
70
-165
-70% -$39.8K ﹤0.01% 327
2019
Q2 		$57K Buy
235
+165
+236% +$39.7K 0.02% 275
2019
Q1 		$17K Hold
70
– – ﹤0.01% 341
2018
Q4 		$17K Buy
+70
New +$18.5K 0.01% 349

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Capital Advisors Ltd's UNH Position: Q2 2026 in Review

Capital Advisors Ltd reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $132K and leaving 1,135 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #188.

Capital Advisors Ltd first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.07M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Capital Advisors Ltd held 1,135 shares of UnitedHealth worth $472K as of Q2 2026.
  • Capital Advisors Ltd sold 356 UnitedHealth shares in Q2 2026, an estimated $132K.
  • UnitedHealth made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #188 holding.
  • Capital Advisors Ltd first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
  • Capital Advisors Ltd's UnitedHealth position peaked at $1.07M in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.