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
Q2 		$656K Sell
1,578
-74
-4% -$27.4K 0.06% 157
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

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

Cascade Financial Partners's UNH Position: Q2 2026 in Review

Cascade Financial Partners reduced its UnitedHealth (UNH) stake by 4.5% in Q2 2026, selling an estimated $27.4K and leaving 1,578 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #157.

Cascade Financial Partners first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $693K in Q3 2025. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cascade Financial Partners held 1,578 shares of UnitedHealth worth $656K as of Q2 2026.
  • Cascade Financial Partners sold 74 UnitedHealth shares in Q2 2026, an estimated $27.4K.
  • UnitedHealth made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #157 holding.
  • Cascade Financial Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's UnitedHealth position peaked at $693K in Q3 2025.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.