CCG Wealth Management’s UnitedHealth UNH Stock Holding History

CCG 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	$772K	Sell	1,858 -357	-16%	-$132K	0.18%	71
2026 Q1	$599K	Buy	2,215 +1,157	+109%	+$345K	0.16%	76
2025 Q4	$349K	Buy	1,058 +321	+44%	+$109K	0.15%	68
2025 Q3	$254K	Buy	+737	New	+$223K	0.12%	78
2023 Q4	–	Sell	-700	Closed	-$353K	–	61
2023 Q3	$353K	Buy	700 +58	+9%	+$28.5K	0.23%	42
2023 Q2	$309K	Sell	642 -28	-4%	-$13.7K	0.19%	48
2023 Q1	$317K	Sell	670 -862	-56%	-$416K	0.21%	45
2022 Q4	$812K	Sell	1,532 -32	-2%	-$17K	0.45%	28
2022 Q3	$790K	Buy	1,564 +74	+5%	+$38.9K	0.48%	25
2022 Q2	$765K	Hold	1,490	–	–	0.43%	28
2022 Q1	$760K	Buy	+1,490	New	+$719K	0.37%	34

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 $3.38T AUM 44.17% 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

CCG Wealth Management's UNH Position: Q2 2026 in Review

CCG Wealth Management reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $132K and leaving 1,858 shares worth $772K. The position accounts for 0.18% of the portfolio, ranked #71.

CCG Wealth Management first reported a position in UNH in Q1 2022 and has held it in 11 quarters since. The position peaked at $812K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

CCG Wealth Management held 1,858 shares of UnitedHealth worth $772K as of Q2 2026.
CCG Wealth Management sold 357 UnitedHealth shares in Q2 2026, an estimated $132K.
UnitedHealth made up 0.18% of CCG Wealth Management's portfolio in Q2 2026, its #71 holding.
CCG Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 11 quarters since.
CCG Wealth Management's UnitedHealth position peaked at $812K in Q4 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.