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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
Q2 		$866K Sell
2,084
-165
-7% -$61.2K 0.07% 131
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 $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

Cardiff Park Advisors's UNH Position: Q2 2026 in Review

Cardiff Park Advisors reduced its UnitedHealth (UNH) stake by 7.3% in Q2 2026, selling an estimated $61.2K and leaving 2,084 shares worth $866K. The position accounts for 0.07% of the portfolio, ranked #131.

Cardiff Park Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2024. 3,388 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cardiff Park Advisors held 2,084 shares of UnitedHealth worth $866K as of Q2 2026.
  • Cardiff Park Advisors sold 165 UnitedHealth shares in Q2 2026, an estimated $61.2K.
  • UnitedHealth made up 0.07% of Cardiff Park Advisors's portfolio in Q2 2026, its #131 holding.
  • Cardiff Park Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's UnitedHealth position peaked at $1.35M in Q3 2024.
  • 3,388 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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