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Capital Investment Advisory Services’s UnitedHealth UNH Stock Holding History

Capital Investment 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
Q2 		$5.07M Sell
12,199
-66
-0.5% -$24.5K 0.31% 75
2026
Q1 		$3.32M Buy
12,265
+2,667
+28% +$794K 0.24% 101
2025
Q4 		$3.17M Buy
9,598
+39
+0.4% +$13.2K 0.22% 104
2025
Q3 		$3.3M Buy
9,559
+2,090
+28% +$632K 0.26% 93
2025
Q2 		$2.33M Buy
7,469
+2,990
+67% +$1.14M 0.19% 122
2025
Q1 		$2.35M Buy
4,479
+136
+3% +$69.5K 0.21% 112
2024
Q4 		$2.2M Buy
4,343
+550
+15% +$313K 0.21% 113
2024
Q3 		$2.22M Buy
3,793
+53
+1% +$30K 0.21% 109
2024
Q2 		$1.9M Buy
3,740
+358
+11% +$175K 0.2% 114
2024
Q1 		$1.67M Sell
3,382
-247
-7% -$126K 0.18% 127
2023
Q4 		$1.91M Sell
3,629
-14
-0.4% -$7.47K 0.18% 105
2023
Q3 		$1.84M Sell
3,643
-156
-4% -$76.8K 0.18% 99
2023
Q2 		$1.83M Buy
3,799
+101
+3% +$49.4K 0.18% 94
2023
Q1 		$1.75M Sell
3,698
-133
-3% -$64.2K 0.21% 94
2022
Q4 		$2.03M Sell
3,831
-231
-6% -$122K 0.24% 82
2022
Q3 		$2.05M Buy
4,062
+258
+7% +$136K 0.27% 74
2022
Q2 		$1.95M Buy
3,804
+254
+7% +$128K 0.24% 86
2022
Q1 		$1.81M Buy
3,550
+229
+7% +$110K 0.2% 102
2021
Q4 		$1.67M Buy
3,321
+4
+0.1% +$1.81K 0.2% 112
2021
Q3 		$1.3M Sell
3,317
-242
-7% -$100K 0.16% 127
2021
Q2 		$1.43M Sell
3,559
-275
-7% -$110K 0.18% 113
2021
Q1 		$1.43M Sell
3,834
-55
-1% -$19.1K 0.2% 109
2020
Q4 		$1.36M Buy
3,889
+1,422
+58% +$477K 0.2% 109
2020
Q3 		$769K Sell
2,467
-1,382
-36% -$425K 0.14% 147
2020
Q2 		$1.14M Sell
3,849
-362
-9% -$104K 0.23% 94
2020
Q1 		$1.05M Buy
4,211
+985
+31% +$271K 0.26% 86
2019
Q4 		$948K Buy
3,226
+753
+30% +$197K 0.25% 88
2019
Q3 		$537K Hold
2,473
– – 0.15% 131
2019
Q2 		$631K Buy
2,473
+1,827
+283% +$439K 0.19% 111
2019
Q1 		$160K Hold
646
– – 0.06% 246
2018
Q4 		$161K Buy
+646
New +$171K 0.07% 223

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 22.94% 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 Investment Advisory Services's UNH Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its UnitedHealth (UNH) stake by 0.54% in Q2 2026, selling an estimated $24.5K and leaving 12,199 shares worth $5.07M. The position accounts for 0.31% of the portfolio, ranked #75.

Capital Investment Advisory Services first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Capital Investment Advisory Services held 12,199 shares of UnitedHealth worth $5.07M as of Q2 2026.
  • Capital Investment Advisory Services sold 66 UnitedHealth shares in Q2 2026, an estimated $24.5K.
  • UnitedHealth made up 0.31% of Capital Investment Advisory Services's portfolio in Q2 2026, its #75 holding.
  • Capital Investment Advisory Services first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.