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Capital Advisors Wealth Management’s UnitedHealth UNH Stock Holding History

Capital Advisors Wealth 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
Q3 		$289K Sell
786
-105
-12% -$42.3K 0.03% 194
2026
Q2 		$370K Buy
891
+94
+12% +$34.8K 0.04% 168
2026
Q1 		$216K Sell
797
-1,028
-56% -$306K 0.03% 204
2025
Q4 		$603K Buy
1,825
+71
+4% +$24.1K 0.08% 116
2025
Q3 		$606K Buy
1,754
+257
+17% +$77.7K 0.09% 111
2025
Q2 		$467K Buy
1,497
+839
+128% +$321K 0.07% 116
2025
Q1 		$345K Buy
658
+64
+11% +$32.7K 0.06% 129
2024
Q4 		$301K Buy
594
+109
+22% +$61.9K 0.05% 133
2024
Q3 		$283K Buy
485
+10
+2% +$5.66K 0.05% 134
2024
Q2 		$242K Buy
475
+13
+3% +$6.37K 0.05% 134
2024
Q1 		$229K Sell
462
-1,429
-76% -$726K 0.05% 138
2023
Q4 		$996K Buy
1,891
+88
+5% +$46.9K 0.23% 55
2023
Q3 		$909K Buy
1,803
+30
+2% +$14.8K 0.24% 57
2023
Q2 		$852K Buy
1,773
+135
+8% +$66K 0.22% 62
2023
Q1 		$774K Sell
1,638
-85
-5% -$41K 0.21% 64
2022
Q4 		$913K Buy
1,723
+348
+25% +$184K 0.28% 50
2022
Q3 		$695K Buy
1,375
+200
+17% +$105K 0.23% 53
2022
Q2 		$603K Buy
+1,175
New +$590K 0.2% 59

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
GI
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
CA
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

Capital Advisors Wealth Management's UNH Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its UnitedHealth (UNH) stake by 12% in Q3 2026, selling an estimated $42.3K and leaving 786 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #194.

Capital Advisors Wealth Management first reported a position in UNH in Q2 2022 and has held it in 18 quarters since. The position peaked at $996K in Q4 2023. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Capital Advisors Wealth Management held 786 shares of UnitedHealth worth $289K as of Q3 2026.
  • Capital Advisors Wealth Management sold 105 UnitedHealth shares in Q3 2026, an estimated $42.3K.
  • UnitedHealth made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Capital Advisors Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 18 quarters since.
  • Capital Advisors Wealth Management's UnitedHealth position peaked at $996K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.