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Carson Advisory’s UnitedHealth UNH Stock Holding History

Carson Advisory’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 		– Sell
-807
Closed -$266K – 193
2025
Q4 		$266K Sell
807
-79
-9% -$26.8K 0.14% 143
2025
Q3 		$306K Buy
886
+58
+7% +$17.5K 0.16% 124
2025
Q2 		$258K Sell
828
-350
-30% -$134K 0.16% 137
2025
Q1 		$617K Hold
1,178
– – 0.42% 66
2024
Q4 		$596K Buy
1,178
+59
+5% +$33.5K 0.41% 64
2024
Q3 		$654K Buy
1,119
+77
+7% +$43.6K 0.41% 73
2024
Q2 		$531K Sell
1,042
-351
-25% -$172K 0.37% 77
2024
Q1 		$689K Sell
1,393
-11
-0.8% -$5.59K 0.48% 63
2023
Q4 		$739K Sell
1,404
-12
-0.8% -$6.4K 0.57% 51
2023
Q3 		$714K Buy
1,416
+7
+0.5% +$3.44K 0.63% 51
2023
Q2 		$677K Buy
1,409
+761
+117% +$372K 0.57% 57
2023
Q1 		$306K Buy
648
+18
+3% +$8.69K 0.27% 96
2022
Q4 		$334K Hold
630
– – 0.32% 82
2022
Q3 		$318K Sell
630
-31
-5% -$16.3K 0.35% 76
2022
Q2 		$340K Buy
661
+58
+10% +$29.1K 0.38% 77
2022
Q1 		$308K Buy
603
+4
+0.7% +$1.93K 0.31% 89
2021
Q4 		$301K Buy
+599
New +$271K 0.31% 84

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

Carson Advisory's UNH Position: Q1 2026 in Review

Carson Advisory sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 807 shares — an estimated $266K sold.

Carson Advisory first reported a position in UNH in Q4 2021 and held it in 17 quarters. The position peaked at $739K in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Carson Advisory reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Carson Advisory sold 807 UnitedHealth shares in Q1 2026, an estimated $266K.
  • Carson Advisory first reported a position in UnitedHealth in Q4 2021 and held it in 17 quarters.
  • Carson Advisory's UnitedHealth position peaked at $739K in Q4 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.