Carson Wealth (CWM LLC)’s UnitedHealth UNH Stock Holding History

Carson Wealth (CWM LLC)’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	$49.9M	Buy	184,507 +25,641	+16%	+$7.64M	0.13%	154
2025 Q4	$52.4M	Sell	158,866 -1,621	-1%	-$549K	0.14%	137
2025 Q3	$55.4M	Buy	160,487 +27,026	+20%	+$8.17M	0.17%	118
2025 Q2	$41.6M	Buy	133,461 +16,103	+14%	+$6.15M	0.15%	131
2025 Q1	$61.5M	Buy	117,358 +8,877	+8%	+$4.54M	0.25%	85
2024 Q4	$54.9M	Buy	108,481 +9,206	+9%	+$5.23M	0.23%	87
2024 Q3	$58M	Buy	99,275 +504	+0.5%	+$285K	0.25%	76
2024 Q2	$50.3M	Buy	98,771 +10,946	+12%	+$5.36M	0.24%	79
2024 Q1	$43.4M	Buy	87,825 +7,356	+9%	+$3.74M	0.21%	91
2023 Q4	$42.4M	Buy	80,469 +7,697	+11%	+$4.11M	0.23%	88
2023 Q3	$36.7M	Buy	72,772 +5,297	+8%	+$2.61M	0.22%	84
2023 Q2	$32.4M	Buy	67,475 +6,906	+11%	+$3.38M	0.2%	93
2023 Q1	$28.6M	Sell	60,569 -790	-1%	-$381K	0.19%	108
2022 Q4	$32.5M	Sell	61,359 -3,155	-5%	-$1.67M	0.24%	90
2022 Q3	$32.6M	Buy	64,514 +211	+0.3%	+$111K	0.26%	72
2022 Q2	$33M	Sell	64,303 -4,248	-6%	-$2.13M	0.26%	80
2022 Q1	$35M	Sell	68,551 -94,572	-58%	-$45.6M	0.25%	75
2021 Q4	$81.9M	Buy	+163,123	New	+$73.8M	0.58%	35
2021 Q2	$63.6M	Hold	158,749	–	–	0.51%	37
2021 Q1	$63.6M	Hold	158,749	–	–	0.51%	37
2020 Q4	$63.6M	Hold	158,749	–	–	0.51%	37
2020 Q3	$63.6M	Hold	158,749	–	–	0.51%	37
2020 Q2	$63.6M	Hold	158,749	–	–	0.51%	37
2020 Q1	$63.6M	Hold	158,749	–	–	0.51%	37
2019 Q4	$63.6M	Hold	158,749	–	–	0.51%	37
2019 Q3	$63.6M	Hold	158,749	–	–	0.51%	37
2019 Q2	$63.6M	Hold	158,749	–	–	0.51%	37
2019 Q1	$63.6M	Buy	158,749 +131,164	+475%	+$33.4M	0.51%	37
2018 Q4	$6.87M	Sell	27,585 -21,231	-43%	-$5.61M	0.17%	124
2018 Q3	$13M	Buy	48,816 +10,828	+29%	+$2.82M	0.33%	79
2018 Q2	$9.32M	Buy	37,988 +9,674	+34%	+$2.32M	0.31%	77
2018 Q1	$6.06M	Buy	28,314 +3,186	+13%	+$728K	0.24%	90
2017 Q4	$5.54M	Sell	25,128 -5,192	-17%	-$1.1M	0.25%	79
2017 Q3	$5.94M	Sell	30,320 -1,069	-3%	-$207K	0.28%	71
2017 Q2	$5.82M	Sell	31,389 -3,896	-11%	-$683K	0.3%	65
2017 Q1	$5.79M	Sell	35,285 -6,355	-15%	-$1.04M	0.33%	63
2016 Q4	$6.66M	Sell	41,640 -4,232	-9%	-$632K	0.41%	66
2016 Q3	$6.42M	Sell	45,872 -17,076	-27%	-$2.39M	0.44%	69
2016 Q2	$8.89M	Sell	62,948 -19,292	-23%	-$2.57M	0.65%	52
2016 Q1	$10.6M	Sell	82,240 -28,999	-26%	-$3.43M	0.93%	35
2015 Q4	$13.1M	Sell	111,239 -20,121	-15%	-$2.35M	1.28%	16
2015 Q3	$15.2M	Sell	131,360 -5,784	-4%	-$692K	1.53%	9
2015 Q2	$16.7M	Sell	137,144 -3,299	-2%	-$390K	1.61%	6
2015 Q1	$16.6M	Sell	140,443 -19,348	-12%	-$2.15M	1.68%	6
2014 Q4	$16.2M	Buy	159,791 +7,679	+5%	+$728K	1.96%	5
2014 Q3	$13.1M	Buy	152,112 +8,105	+6%	+$685K	1.91%	7
2014 Q2	$11.8M	Buy	144,007 +16,590	+13%	+$1.31M	2.11%	8
2014 Q1	$10.4M	Buy	127,417 +14,034	+12%	+$1.06M	1.42%	16
2013 Q4	$8.53M	Sell	113,383 -2,049	-2%	-$147K	1.33%	18
2013 Q3	$8.27M	Buy	+115,432	New	+$8.26M	2.17%	6

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UNH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its UnitedHealth (UNH) stake by 16% in Q1 2026, buying an estimated $7.64M and bringing the position to 184,507 shares worth $49.9M. The position accounts for 0.13% of the portfolio, ranked #154.

Carson Wealth (CWM LLC) first reported a position in UNH in Q3 2013 and has held it in 50 quarters since. The position peaked at $81.9M in Q4 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Carson Wealth (CWM LLC) held 184,507 shares of UnitedHealth worth $49.9M as of Q1 2026.
Carson Wealth (CWM LLC) bought 25,641 UnitedHealth shares in Q1 2026, an estimated $7.64M.
UnitedHealth made up 0.13% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #154 holding.
Carson Wealth (CWM LLC) first reported a position in UnitedHealth in Q3 2013 and has held it in 50 quarters since.
Carson Wealth (CWM LLC)'s UnitedHealth position peaked at $81.9M in Q4 2021.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.