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 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 $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

CCG Wealth Management's UNH Position: Q1 2026 in Review

CCG Wealth Management increased its UnitedHealth (UNH) stake by 109% in Q1 2026, buying an estimated $345K and bringing the position to 2,215 shares worth $599K. The position accounts for 0.16% of the portfolio, ranked #76.

CCG Wealth Management first reported a position in UNH in Q1 2022 and has held it in 10 quarters since. The position peaked at $812K in Q4 2022. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

CCG Wealth Management held 2,215 shares of UnitedHealth worth $599K as of Q1 2026.
CCG Wealth Management bought 1,157 UnitedHealth shares in Q1 2026, an estimated $345K.
UnitedHealth made up 0.16% of CCG Wealth Management's portfolio in Q1 2026, its #76 holding.
CCG Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 10 quarters since.
CCG Wealth Management's UnitedHealth position peaked at $812K in Q4 2022.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.