Cascades Capital Asset Management’s UnitedHealth UNH Stock Holding History

Cascades Capital Asset Management’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	$2.09M	Sell	7,727 -20	-0.3%	-$5.96K	0.88%	23
2025 Q4	$2.56M	Buy	7,747 +1	+0%	+$339	1.07%	19
2025 Q3	$2.67M	Sell	7,746 -18	-0.2%	-$5.44K	1.18%	18
2025 Q2	$2.42M	Sell	7,764 -242	-3%	-$92.5K	1.25%	16
2025 Q1	$4.19M	Sell	8,006 -211	-3%	-$108K	2.26%	10
2024 Q4	$4.16M	Buy	8,217 +14	+0.2%	+$7.96K	2.22%	11
2024 Q3	$4.8M	Buy	+8,203	New	+$4.64M	2.64%	8

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

Cascades Capital Asset Management's UNH Position: Q1 2026 in Review

Cascades Capital Asset Management reduced its UnitedHealth (UNH) stake by 0.26% in Q1 2026, selling an estimated $5.96K and leaving 7,727 shares worth $2.09M. The position accounts for 0.88% of the portfolio, ranked #23.

Cascades Capital Asset Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.8M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cascades Capital Asset Management held 7,727 shares of UnitedHealth worth $2.09M as of Q1 2026.
Cascades Capital Asset Management sold 20 UnitedHealth shares in Q1 2026, an estimated $5.96K.
UnitedHealth made up 0.88% of Cascades Capital Asset Management's portfolio in Q1 2026, its #23 holding.
Cascades Capital Asset Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Cascades Capital Asset Management's UnitedHealth position peaked at $4.8M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.