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CBIZ Investment Advisory Services’s UnitedHealth UNH Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-294
Closed -$96.9K – 720
2025
Q4 		$96.9K Sell
294
-8
-3% -$2.71K ﹤0.01% 89
2025
Q3 		$104K Buy
302
+92
+44% +$27.8K ﹤0.01% 78
2025
Q2 		$65.4K Sell
210
-220
-51% -$84.1K ﹤0.01% 107
2025
Q1 		$225K Sell
430
-33
-7% -$16.9K 0.01% 47
2024
Q4 		$234K Buy
463
+1
+0.2% +$568 0.01% 50
2024
Q3 		$271K Buy
462
+28
+6% +$15.8K 0.01% 46
2024
Q2 		$221K Hold
434
– – 0.01% 46
2024
Q1 		$215K Buy
+434
New +$221K 0.01% 46
2020
Q1 		– Hold
0
– – – 119

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CBIZ Investment Advisory Services's UNH Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 294 shares — an estimated $96.9K sold.

CBIZ Investment Advisory Services first reported a position in UNH in Q1 2024 and held it in 8 quarters. The position peaked at $271K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 294 UnitedHealth shares in Q1 2026, an estimated $96.9K.
  • CBIZ Investment Advisory Services first reported a position in UnitedHealth in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's UnitedHealth position peaked at $271K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.