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Cassia Capital Partners’s UnitedHealth UNH Stock Holding History

Cassia Capital 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 		$1.43M Sell
3,437
-42
-1% -$15.6K 0.69% 34
2026
Q1 		$941K Buy
3,479
+1,081
+45% +$322K 0.48% 50
2025
Q4 		$792K Sell
2,398
-197
-8% -$66.8K 0.43% 48
2025
Q3 		$896K Buy
2,595
+501
+24% +$152K 0.49% 47
2025
Q2 		$653K Buy
2,094
+93
+5% +$35.5K 0.39% 49
2025
Q1 		$1.05M Buy
2,001
+144
+8% +$73.6K 0.65% 39
2024
Q4 		$940K Buy
1,857
+537
+41% +$305K 0.6% 34
2024
Q3 		$772K Sell
1,320
-96
-7% -$54.3K 0.51% 32
2024
Q2 		$721K Buy
1,416
+158
+13% +$77.4K 0.48% 38
2024
Q1 		$622K Buy
1,258
+287
+30% +$146K 0.41% 46
2023
Q4 		$511K Buy
971
+48
+5% +$25.6K 0.42% 39
2023
Q3 		$465K Buy
923
+22
+2% +$10.8K 0.38% 34
2023
Q2 		$433K Buy
901
+325
+56% +$159K 0.34% 38
2023
Q1 		$272K Sell
576
-14
-2% -$6.76K 0.22% 56
2022
Q4 		$313K Sell
590
-109
-16% -$57.7K 0.26% 41
2022
Q3 		$353K Buy
699
+10
+1% +$5.26K 0.32% 23
2022
Q2 		$354K Buy
689
+25
+4% +$12.6K 0.35% 25
2022
Q1 		$339K Buy
664
+14
+2% +$6.75K 0.27% 34
2021
Q4 		$326K Sell
650
-5,952
-90% -$2.69M 0.22% 40
2021
Q3 		$2.58M Buy
6,602
+6,067
+1,134% +$2.51M 1.78% 13
2021
Q2 		$214K Buy
+535
New +$213K 0.16% 41

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

Cassia Capital Partners's UNH Position: Q2 2026 in Review

Cassia Capital Partners reduced its UnitedHealth (UNH) stake by 1.2% in Q2 2026, selling an estimated $15.6K and leaving 3,437 shares worth $1.43M. The position accounts for 0.69% of the portfolio, ranked #34.

Cassia Capital Partners first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.58M in Q3 2021. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cassia Capital Partners held 3,437 shares of UnitedHealth worth $1.43M as of Q2 2026.
  • Cassia Capital Partners sold 42 UnitedHealth shares in Q2 2026, an estimated $15.6K.
  • UnitedHealth made up 0.69% of Cassia Capital Partners's portfolio in Q2 2026, its #34 holding.
  • Cassia Capital Partners first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
  • Cassia Capital Partners's UnitedHealth position peaked at $2.58M in Q3 2021.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.