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Capital Wealth Alliance’s UnitedHealth UNH Stock Holding History

Capital Wealth Alliance’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 		$303K Sell
729
-153
-17% -$56.7K 0.14% 82
2026
Q1 		$239K Hold
882
– – 0.11% 82
2025
Q4 		$243K Hold
882
– – 0.1% 80
2025
Q3 		$305K Hold
882
– – 0.15% 64
2025
Q2 		$275K Buy
+882
New +$337K 0.15% 64
2020
Q1 		– Sell
-63
Closed -$17K – 322
2019
Q4 		$17K Buy
+63
New +$16.5K 0.01% 182

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 Wealth Alliance's UNH Position: Q2 2026 in Review

Capital Wealth Alliance reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $56.7K and leaving 729 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #82.

Capital Wealth Alliance first reported a position in UNH in Q4 2019 and has held it in 6 quarters since. The position peaked at $305K in Q3 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Capital Wealth Alliance held 729 shares of UnitedHealth worth $303K as of Q2 2026.
  • Capital Wealth Alliance sold 153 UnitedHealth shares in Q2 2026, an estimated $56.7K.
  • UnitedHealth made up 0.14% of Capital Wealth Alliance's portfolio in Q2 2026, its #82 holding.
  • Capital Wealth Alliance first reported a position in UnitedHealth in Q4 2019 and has held it in 6 quarters since.
  • Capital Wealth Alliance's UnitedHealth position peaked at $305K in Q3 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.