Capital Advisory Group Advisory Services’s UnitedHealth UNH Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-1,432	Closed	-$473K	–	148
2025 Q4	$473K	Sell	1,432 -214	-13%	-$72.5K	0.14%	119
2025 Q3	$568K	Sell	1,646 -561	-25%	-$170K	0.18%	108
2025 Q2	$689K	Sell	2,207 -27	-1%	-$10.3K	0.25%	88
2025 Q1	$1.17M	Sell	2,234 -1,820	-45%	-$930K	0.45%	66
2024 Q4	$2.05M	Buy	4,054 +671	+20%	+$381K	0.74%	45
2024 Q3	$1.98M	Buy	3,383 +1,175	+53%	+$665K	0.79%	44
2024 Q2	$1.12M	Buy	2,208 +460	+26%	+$225K	0.48%	55
2024 Q1	$865K	Buy	1,748 +13	+0.7%	+$6.61K	0.41%	63
2023 Q4	$913K	Sell	1,735 -57	-3%	-$30.4K	0.49%	57
2023 Q3	$904K	Buy	+1,792	New	+$882K	0.51%	55
2023 Q2	–	Sell	-1,654	Closed	-$782K	–	140
2023 Q1	$782K	Buy	1,654 +166	+11%	+$80.1K	0.47%	61
2022 Q4	$789K	Sell	1,488 -592	-28%	-$314K	0.54%	51
2022 Q3	$1.05M	Sell	2,080 -40	-2%	-$21K	0.73%	44
2022 Q2	$1.03M	Buy	2,120 +18	+0.9%	+$9.04K	0.62%	47
2022 Q1	$1.07M	Sell	2,102 -546	-21%	-$263K	0.5%	57
2021 Q4	$1.33M	Buy	2,648 +42	+2%	+$19K	0.58%	51
2021 Q3	$1.02M	Buy	2,606 +123	+5%	+$50.9K	0.37%	67
2021 Q2	$994K	Buy	2,483 +36	+1%	+$14.4K	0.36%	71
2021 Q1	$910K	Buy	2,447 +88	+4%	+$30.5K	0.35%	73
2020 Q4	$827K	Buy	2,359 +88	+4%	+$29.5K	0.35%	70
2020 Q3	$708K	Sell	2,271 -21	-0.9%	-$6.45K	0.37%	68
2020 Q2	$676K	Buy	2,292 +646	+39%	+$185K	0.38%	58
2020 Q1	$410K	Buy	1,646 +770	+88%	+$212K	0.51%	44
2019 Q4	$258K	Sell	876 -405	-32%	-$106K	0.14%	89
2019 Q3	$278K	Buy	1,281 +1	+0.1%	+$241	0.19%	62
2019 Q2	$312K	Buy	1,280 +342	+36%	+$82.3K	0.21%	58
2019 Q1	$233K	Hold	938	–	–	0.17%	68
2018 Q4	$234K	Buy	938 +80	+9%	+$21.1K	0.18%	62
2018 Q3	$228K	Hold	858	–	–	0.15%	73
2018 Q2	$211K	Sell	858 -54	-6%	-$13K	0.15%	73
2018 Q1	$195K	Buy	+912	New	+$208K	0.14%	81

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Advisory Group Advisory Services's UNH Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,432 shares — an estimated $473K sold.

Capital Advisory Group Advisory Services first reported a position in UNH in Q1 2018 and held it in 31 quarters. The position peaked at $2.05M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,432 UnitedHealth shares in Q1 2026, an estimated $473K.
Capital Advisory Group Advisory Services first reported a position in UnitedHealth in Q1 2018 and held it in 31 quarters.
Capital Advisory Group Advisory Services's UnitedHealth position peaked at $2.05M in Q4 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.