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Carrera Capital Advisors’s UnitedHealth UNH Stock Holding History

Carrera Capital 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 		$239K Buy
+576
New +$213K 0.04% 182
2025
Q2 		– Sell
-471
Closed -$247K – 174
2025
Q1 		$247K Sell
471
-82
-15% -$41.9K 0.05% 137
2024
Q4 		$280K Buy
553
+47
+9% +$26.7K 0.07% 122
2024
Q3 		$296K Sell
506
-26
-5% -$14.7K 0.07% 95
2024
Q2 		$271K Buy
+532
New +$261K 0.09% 74

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

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

Carrera Capital Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 576 shares worth $239K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings. This is a return to the name: Carrera Capital Advisors previously reported a position in UNH as recently as Q1 2025.

Carrera Capital Advisors first reported a position in UNH in Q2 2024 and has held it in 5 quarters since. The position peaked at $296K in Q3 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Carrera Capital Advisors held 576 shares of UnitedHealth worth $239K as of Q2 2026.
  • UnitedHealth was a new Carrera Capital Advisors position in Q2 2026.
  • UnitedHealth made up 0.04% of Carrera Capital Advisors's portfolio in Q2 2026, its #182 holding.
  • Carrera Capital Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 5 quarters since.
  • Carrera Capital Advisors's UnitedHealth position peaked at $296K in Q3 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.