CFP
UNH icon

Cascade Financial Partners’s UnitedHealth UNH Stock Holding History

Cascade Financial Partners’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 		$447K Sell
1,652
-375
-19% -$112K 0.05% 174
2025
Q4 		$669K Buy
2,027
+19
+0.9% +$6.44K 0.07% 146
2025
Q3 		$693K Buy
2,008
+1,200
+149% +$363K 0.08% 141
2025
Q2 		$252K Sell
808
-84
-9% -$32.1K 0.03% 226
2025
Q1 		$467K Sell
892
-56
-6% -$28.6K 0.06% 159
2024
Q4 		$480K Buy
948
+9
+1% +$5.11K 0.06% 143
2024
Q3 		$535K Buy
939
+50
+6% +$28.3K 0.07% 138
2024
Q2 		$453K Hold
889
– – 0.06% 145
2024
Q1 		$390K Buy
+889
New +$452K 0.06% 151

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