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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
Q1 		– Sell
-200
Closed -$66K – 1249
2025
Q4 		$66K Buy
+200
New +$67.8K ﹤0.01% 774

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 2,125 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.
  • 2,125 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.