Cassaday & Co Wealth Management’s UnitedHealth UNH Stock Holding History

Cassaday & Co Wealth 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	$1.6M	Sell	5,930 -2,818	-32%	-$839K	0.03%	103
2025 Q4	$2.89M	Buy	8,748 +3	+0%	+$1.02K	0.06%	66
2025 Q3	$3.02M	Sell	8,745 -24	-0.3%	-$7.26K	0.07%	66
2025 Q2	$2.74M	Buy	8,769 +2,627	+43%	+$1M	0.07%	64
2025 Q1	$3.22M	Sell	6,142 -454	-7%	-$232K	0.09%	48
2024 Q4	$3.34M	Buy	6,596 +569	+9%	+$323K	0.09%	48
2024 Q3	$3.52M	Sell	6,027 -67	-1%	-$37.9K	0.1%	45
2024 Q2	$3.1M	Buy	6,094 +541	+10%	+$265K	0.1%	45
2024 Q1	$2.75M	Buy	5,553 +389	+8%	+$198K	0.09%	47
2023 Q4	$2.72M	Buy	5,164 +65	+1%	+$34.7K	0.09%	45
2023 Q3	$2.57M	Buy	5,099 +61	+1%	+$30K	0.11%	45
2023 Q2	$2.42M	Sell	5,038 -75	-1%	-$36.7K	0.1%	45
2023 Q1	$2.42M	Buy	5,113 +62	+1%	+$29.9K	0.1%	44
2022 Q4	$2.68M	Buy	+5,051	New	+$2.68M	0.12%	40

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

Cassaday & Co Wealth Management's UNH Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its UnitedHealth (UNH) stake by 32% in Q1 2026, selling an estimated $839K and leaving 5,930 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #103.

Cassaday & Co Wealth Management first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.52M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cassaday & Co Wealth Management held 5,930 shares of UnitedHealth worth $1.6M as of Q1 2026.
Cassaday & Co Wealth Management sold 2,818 UnitedHealth shares in Q1 2026, an estimated $839K.
UnitedHealth made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #103 holding.
Cassaday & Co Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's UnitedHealth position peaked at $3.52M in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.