Capital Asset Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.84M | Sell |
5,697
-967
| -15% | -$288K | 0.07% | 123 |
|
|
2025
Q4 | $2.33M | Sell |
6,664
-184
| -3% | -$62.4K | 0.09% | 110 |
|
|
2025
Q3 | $2.36M | Buy |
6,848
+69
| +1% | +$20.9K | 0.1% | 107 |
|
|
2025
Q2 | $2.21M | Sell |
6,779
-207
| -3% | -$79.1K | 0.1% | 105 |
|
|
2025
Q1 | $3.66M | Sell |
6,986
-357
| -5% | -$182K | 0.19% | 76 |
|
|
2024
Q4 | $3.77M | Buy |
7,343
+760
| +12% | +$432K | 0.19% | 72 |
|
|
2024
Q3 | $3.83M | Sell |
6,583
-76
| -1% | -$43K | 0.19% | 66 |
|
|
2024
Q2 | $3.28M | Sell |
6,659
-466
| -7% | -$228K | 0.18% | 72 |
|
|
2024
Q1 | $3.25M | Buy |
7,125
+638
| +10% | +$324K | 0.19% | 67 |
|
|
2023
Q4 | $3.42M | Buy |
6,487
+479
| +8% | +$255K | 0.21% | 58 |
|
|
2023
Q3 | $3.15M | Buy |
6,008
+1,094
| +22% | +$538K | 0.22% | 57 |
|
|
2023
Q2 | $2.36M | Buy |
4,914
+253
| +5% | +$124K | 0.16% | 73 |
|
|
2023
Q1 | $2.2M | Buy |
4,661
+330
| +8% | +$159K | 0.16% | 74 |
|
|
2022
Q4 | $2.33M | Buy |
4,331
+708
| +20% | +$375K | 0.19% | 62 |
|
|
2022
Q3 | $1.83M | Buy |
3,623
+504
| +16% | +$265K | 0.24% | 54 |
|
|
2022
Q2 | $1.6M | Buy |
3,119
+76
| +2% | +$38.2K | 0.18% | 76 |
|
|
2022
Q1 | $1.55M | Sell |
3,043
-66
| -2% | -$31.8K | 0.17% | 79 |
|
|
2021
Q4 | $1.56M | Sell |
3,109
-92
| -3% | -$41.6K | 0.17% | 83 |
|
|
2021
Q3 | $1.25M | Sell |
3,201
-1,092
| -25% | -$452K | 0.14% | 101 |
|
|
2021
Q2 | $1.72M | Sell |
4,293
-719
| -14% | -$287K | 0.19% | 74 |
|
|
2021
Q1 | $1.86M | Sell |
5,012
-899
| -15% | -$312K | 0.28% | 55 |
|
|
2020
Q4 | $2.07M | Buy |
5,911
+521
| +10% | +$175K | 0.37% | 42 |
|
|
2020
Q3 | $1.68M | Sell |
5,390
-60
| -1% | -$18.4K | 0.35% | 55 |
|
|
2020
Q2 | $1.72M | Buy |
5,450
+953
| +21% | +$273K | 0.37% | 54 |
|
|
2020
Q1 | $1.25M | Buy |
4,497
+1,061
| +31% | +$292K | 0.33% | 56 |
|
|
2019
Q4 | $999K | Buy |
3,436
+1,649
| +92% | +$431K | 0.23% | 77 |
|
|
2019
Q3 | $388K | Sell |
1,787
-15
| -0.8% | -$3.62K | 0.26% | 70 |
|
|
2019
Q2 | $440K | Buy |
1,802
+322
| +22% | +$77.4K | 0.34% | 53 |
|
|
2019
Q1 | $366K | Sell |
1,480
-15
| -1% | -$3.83K | 0.47% | 43 |
|
|
2018
Q4 | $372K | Sell |
1,495
-25
| -2% | -$6.6K | 0.36% | 64 |
|
|
2018
Q3 | $404K | Sell |
1,520
-45
| -3% | -$11.7K | 0.34% | 65 |
|
|
2018
Q2 | $384K | Sell |
1,565
-40
| -2% | -$9.61K | 0.35% | 68 |
|
|
2018
Q1 | $343K | Sell |
1,605
-5
| -0.3% | -$1.14K | 0.32% | 75 |
|
|
2017
Q4 | $355K | Sell |
1,610
-10
| -0.6% | -$2.12K | 0.32% | 75 |
|
|
2017
Q3 | $317K | Buy |
1,620
+10
| +0.6% | +$1.93K | 0.29% | 79 |
|
|
2017
Q2 | $298K | Hold |
1,610
| – | – | 0.19% | 105 |
|
|
2017
Q1 | $264K | Sell |
1,610
-10
| -0.6% | -$1.64K | 0.19% | 83 |
|
|
2016
Q4 | $259K | Buy |
+1,620
| New | +$242K | 0.22% | 78 |
|
Other funds holding UNH
VCM
VPM
Capital Asset Advisory Services's UNH Position: Q1 2026 in Review
Capital Asset Advisory Services reduced its UnitedHealth (UNH) stake by 15% in Q1 2026, selling an estimated $288K and leaving 5,697 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #123.
Capital Asset Advisory Services first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.83M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Capital Asset Advisory Services held 5,697 shares of UnitedHealth worth $1.84M as of Q1 2026.
- Capital Asset Advisory Services sold 967 UnitedHealth shares in Q1 2026, an estimated $288K.
- UnitedHealth made up 0.07% of Capital Asset Advisory Services's portfolio in Q1 2026, its #123 holding.
- Capital Asset Advisory Services first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
- Capital Asset Advisory Services's UnitedHealth position peaked at $3.83M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.