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Cardiff Park Advisors’s UnitedHealth UNH Stock Holding History

Cardiff Park 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
Q1 		$608K Sell
2,249
-9
-0.4% -$2.68K 0.05% 158
2025
Q4 		$745K Sell
2,258
-86
-4% -$29.1K 0.06% 144
2025
Q3 		$810K Sell
2,344
-200
-8% -$60.5K 0.06% 141
2025
Q2 		$794K Buy
2,544
+295
+13% +$113K 0.07% 132
2025
Q1 		$1.18M Sell
2,249
-60
-3% -$30.7K 0.11% 95
2024
Q4 		$1.17M Buy
2,309
+4
+0.2% +$2.27K 0.11% 96
2024
Q3 		$1.35M Sell
2,305
-49
-2% -$27.7K 0.12% 81
2024
Q2 		$1.2M Buy
2,354
+3
+0.1% +$1.47K 0.11% 90
2024
Q1 		$1.16M Buy
2,351
+167
+8% +$84.9K 0.11% 89
2023
Q4 		$1.15M Buy
2,184
+85
+4% +$45.3K 0.13% 85
2023
Q3 		$1.06M Hold
2,099
– – 0.13% 81
2023
Q2 		$1.01M Buy
2,099
+210
+11% +$103K 0.12% 88
2023
Q1 		$893K Hold
1,889
– – 0.12% 93
2022
Q4 		$1M Sell
1,889
-4
-0.2% -$2.12K 0.14% 92
2022
Q3 		$956K Sell
1,893
-46
-2% -$24.2K 0.15% 85
2022
Q2 		$996K Sell
1,939
-24
-1% -$12.1K 0.15% 83
2022
Q1 		$1M Sell
1,963
-41
-2% -$19.8K 0.14% 76
2021
Q4 		$1.01M Buy
+2,004
New +$907K 0.13% 75

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cardiff Park Advisors's UNH Position: Q1 2026 in Review

Cardiff Park Advisors reduced its UnitedHealth (UNH) stake by 0.4% in Q1 2026, selling an estimated $2.68K and leaving 2,249 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #158.

Cardiff Park Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cardiff Park Advisors held 2,249 shares of UnitedHealth worth $608K as of Q1 2026.
  • Cardiff Park Advisors sold 9 UnitedHealth shares in Q1 2026, an estimated $2.68K.
  • UnitedHealth made up 0.05% of Cardiff Park Advisors's portfolio in Q1 2026, its #158 holding.
  • Cardiff Park Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's UnitedHealth position peaked at $1.35M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.