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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
Q2 		$2.24M Sell
5,398
-532
-9% -$197K 0.04% 92
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
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

Cassaday & Co Wealth Management's UNH Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its UnitedHealth (UNH) stake by 9% in Q2 2026, selling an estimated $197K and leaving 5,398 shares worth $2.24M. The position accounts for 0.04% of the portfolio, ranked #92.

Cassaday & Co Wealth Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.52M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cassaday & Co Wealth Management held 5,398 shares of UnitedHealth worth $2.24M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 532 UnitedHealth shares in Q2 2026, an estimated $197K.
  • UnitedHealth made up 0.04% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Cassaday & Co Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's UnitedHealth position peaked at $3.52M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.