Carolina Wealth Advisors’s UnitedHealth UNH Stock Holding History

Carolina Wealth 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	$3.33K	Hold	8	–	–	﹤0.01%	256
2026 Q1	$2.17K	Sell	8 -28	-78%	-$8.34K	﹤0.01%	256
2025 Q4	$11.9K	Hold	36	–	–	0.01%	171
2025 Q3	$12.4K	Buy	36 +28	+350%	+$8.47K	0.01%	162
2025 Q2	$2.5K	Hold	8	–	–	﹤0.01%	215
2025 Q1	$4.19K	Hold	8	–	–	﹤0.01%	201
2024 Q4	$4.05K	Hold	8	–	–	﹤0.01%	212
2024 Q3	$4.68K	Hold	8	–	–	﹤0.01%	239
2024 Q2	$4.07K	Hold	8	–	–	﹤0.01%	171
2024 Q1	$3.96K	Sell	8 -22	-73%	-$11.2K	﹤0.01%	180
2023 Q4	$15.8K	Hold	30	–	–	0.01%	149
2023 Q3	$15.1K	Sell	30 -12	-29%	-$5.91K	0.01%	155
2023 Q2	$20.2K	Hold	42	–	–	0.01%	130
2023 Q1	$19.8K	Hold	42	–	–	0.01%	129
2022 Q4	$22K	Hold	42	–	–	0.01%	126
2022 Q3	$21K	Hold	42	–	–	0.02%	124
2022 Q2	$22K	Hold	42	–	–	0.01%	143
2022 Q1	$21K	Hold	42	–	–	0.01%	153
2021 Q4	$21K	Hold	42	–	–	0.01%	162
2021 Q3	$16K	Hold	42	–	–	0.01%	168
2021 Q2	$17K	Hold	42	–	–	0.01%	174
2021 Q1	$16K	Hold	42	–	–	0.01%	182
2020 Q4	$15K	Sell	42 -12	-22%	-$4.02K	0.01%	133
2020 Q3	$17K	Buy	54 +20	+59%	+$6.14K	0.01%	108
2020 Q2	$10K	Hold	34	–	–	0.01%	117
2020 Q1	$8K	Hold	34	–	–	0.01%	120
2019 Q4	$10K	Buy	+34	New	+$8.89K	0.01%	131

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Carolina Wealth Advisors's UNH Position: Q2 2026 in Review

Carolina Wealth Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 8 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Carolina Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $22K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Carolina Wealth Advisors held 8 shares of UnitedHealth worth $3.33K as of Q2 2026.
Carolina Wealth Advisors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #256 holding.
Carolina Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
Carolina Wealth Advisors's UnitedHealth position peaked at $22K in Q4 2022.
1,641 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.