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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
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

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 $3.37T AUM 44.26% 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

Capital Advisors Wealth Management's UNH Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $34.8K and bringing the position to 891 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #168.

Capital Advisors Wealth Management first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $996K in Q4 2023. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Capital Advisors Wealth Management held 891 shares of UnitedHealth worth $370K as of Q2 2026.
  • Capital Advisors Wealth Management bought 94 UnitedHealth shares in Q2 2026, an estimated $34.8K.
  • UnitedHealth made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Capital Advisors Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Capital Advisors Wealth Management's UnitedHealth position peaked at $996K in Q4 2023.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.