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Capital Performance Advisors’s UnitedHealth UNH Stock Holding History

Capital Performance Advisors’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 		$754K Sell
1,815
-1,204
-40% -$446K 0.05% 128
2026
Q1 		$817K Sell
3,019
-934
-24% -$278K 0.05% 155
2025
Q4 		$1.3M Buy
3,953
+2,535
+179% +$859K 0.09% 97
2025
Q3 		$490K Buy
1,418
+316
+29% +$95.6K 0.08% 136
2025
Q2 		$344K Sell
1,102
-17
-2% -$6.5K 0.07% 139
2025
Q1 		$586K Buy
+1,119
New +$572K 0.13% 85
2024
Q4 		– Sell
-155
Closed -$90.6K – 2549
2024
Q3 		$90.6K Buy
+155
New +$87.7K 0.03% 221

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Performance Advisors's UNH Position: Q2 2026 in Review

Capital Performance Advisors reduced its UnitedHealth (UNH) stake by 40% in Q2 2026, selling an estimated $446K and leaving 1,815 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #128.

Capital Performance Advisors first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Capital Performance Advisors held 1,815 shares of UnitedHealth worth $754K as of Q2 2026.
  • Capital Performance Advisors sold 1,204 UnitedHealth shares in Q2 2026, an estimated $446K.
  • UnitedHealth made up 0.05% of Capital Performance Advisors's portfolio in Q2 2026, its #128 holding.
  • Capital Performance Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's UnitedHealth position peaked at $1.3M in Q4 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.