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 Q2	$3.23M	Buy	7,767 +40	+0.5%	+$14.8K	1.19%	16
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cascades Capital Asset Management's UNH Position: Q2 2026 in Review

Cascades Capital Asset Management increased its UnitedHealth (UNH) stake by 0.52% in Q2 2026, buying an estimated $14.8K and bringing the position to 7,767 shares worth $3.23M. The position accounts for 1.19% of the portfolio, ranked #16.

Cascades Capital Asset Management first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.8M in Q3 2024. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cascades Capital Asset Management held 7,767 shares of UnitedHealth worth $3.23M as of Q2 2026.
Cascades Capital Asset Management bought 40 UnitedHealth shares in Q2 2026, an estimated $14.8K.
UnitedHealth made up 1.19% of Cascades Capital Asset Management's portfolio in Q2 2026, its #16 holding.
Cascades Capital Asset Management first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's UnitedHealth position peaked at $4.8M in Q3 2024.
3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.