Capital Investment 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
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
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. 3,394 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.
- 3,394 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.