Cary Street Partners Investment Advisory’s UnitedHealth UNH Stock Holding History

Cary Street Partners Investment 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 Q2	$1.19M	Buy	2,855 +845	+42%	+$313K	0.24%	98
2026 Q1	$544K	Buy	2,010 +102	+5%	+$30.4K	0.14%	163
2025 Q4	$630K	Buy	1,908 +436	+30%	+$148K	0.17%	135
2025 Q3	$508K	Sell	1,472 -669	-31%	-$202K	0.21%	106
2025 Q2	$668K	Sell	2,141 -414	-16%	-$158K	0.32%	66
2025 Q1	$1.34M	Sell	2,555 -96	-4%	-$49.1K	0.77%	28
2024 Q4	$1.34M	Sell	2,651 -23,072	-90%	-$13.1M	0.88%	24
2024 Q3	$15M	Buy	25,723 +738	+3%	+$417K	0.55%	43
2024 Q2	$12.7M	Buy	24,985 +1,810	+8%	+$887K	0.51%	44
2024 Q1	$11.5M	Buy	23,175 +1,033	+5%	+$525K	0.48%	49
2023 Q4	$11.7M	Buy	22,142 +1,599	+8%	+$853K	0.55%	40
2023 Q3	$10.4M	Buy	20,543 +536	+3%	+$264K	0.56%	41
2023 Q2	$9.62M	Buy	20,007 +263	+1%	+$129K	0.62%	38
2023 Q1	$9.33M	Sell	19,744 -502	-2%	-$242K	0.67%	40
2022 Q4	$10.7M	Sell	20,246 -162	-0.8%	-$85.8K	0.79%	33
2022 Q3	$10.3M	Buy	20,408 +1,736	+9%	+$913K	0.85%	31
2022 Q2	$9.59M	Buy	18,672 +17,042	+1,046%	+$8.56M	0.81%	31
2022 Q1	$831K	Buy	1,630 +113	+7%	+$54.5K	0.23%	119
2021 Q4	$762K	Sell	1,517 -379	-20%	-$172K	0.21%	116
2021 Q3	$741K	Buy	1,896 +142	+8%	+$58.8K	0.24%	104
2021 Q2	$702K	Sell	1,754 -13	-0.7%	-$5.18K	0.23%	104
2021 Q1	$657K	Sell	1,767 -178	-9%	-$61.7K	0.27%	96
2020 Q4	$682K	Sell	1,945 -4	-0.2%	-$1.34K	0.13%	151
2020 Q3	$608K	Buy	1,949 +291	+18%	+$89.4K	0.13%	159
2020 Q2	$489K	Sell	1,658 -60	-3%	-$17.2K	0.69%	40
2020 Q1	$428K	Sell	1,718 -14	-0.8%	-$3.85K	1%	31
2019 Q4	$509K	Buy	+1,732	New	+$453K	0.56%	48
2018 Q4	$379K	Buy	+1,522	New	+$402K	0.37%	50

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's UNH Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its UnitedHealth (UNH) stake by 42% in Q2 2026, buying an estimated $313K and bringing the position to 2,855 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #98.

Cary Street Partners Investment Advisory first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $15M in Q3 2024. 2,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cary Street Partners Investment Advisory held 2,855 shares of UnitedHealth worth $1.19M as of Q2 2026.
Cary Street Partners Investment Advisory bought 845 UnitedHealth shares in Q2 2026, an estimated $313K.
UnitedHealth made up 0.24% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #98 holding.
Cary Street Partners Investment Advisory first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
Cary Street Partners Investment Advisory's UnitedHealth position peaked at $15M in Q3 2024.
2,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.