Cedar Mountain Advisors’s UnitedHealth UNH Stock Holding History

Cedar Mountain Advisors’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	$44.1K	Buy	106 +4	+4%	+$1.48K	0.01%	194
2026 Q1	$27.6K	Buy	102 +23	+29%	+$6.85K	0.01%	235
2025 Q4	$25.9K	Buy	79 +1	+1%	+$339	0.01%	161
2025 Q3	$27.1K	Buy	78 +24	+44%	+$7.26K	0.01%	156
2025 Q2	$17K	Sell	54 -11	-17%	-$4.2K	﹤0.01%	173
2025 Q1	$34.2K	Sell	65 -3	-4%	-$1.53K	0.01%	113
2024 Q4	$34.5K	Sell	68 -9	-12%	-$5.11K	0.01%	117
2024 Q3	$45.1K	Sell	77 -6	-7%	-$3.39K	0.01%	88
2024 Q2	$42.3K	Hold	83	–	–	0.01%	78
2024 Q1	$41.1K	Hold	83	–	–	0.01%	83
2023 Q4	$43.7K	Hold	83	–	–	0.01%	79
2023 Q3	$41.8K	Hold	83	–	–	0.01%	76
2023 Q2	$39.9K	Buy	83 +2	+2%	+$978	0.01%	83
2023 Q1	$38.3K	Hold	81	–	–	0.01%	83
2022 Q4	$42.9K	Hold	81	–	–	0.01%	80
2022 Q3	$41K	Hold	81	–	–	0.01%	76
2022 Q2	$42K	Hold	81	–	–	0.01%	80
2022 Q1	$41K	Hold	81	–	–	0.01%	89
2021 Q4	$41K	Hold	81	–	–	0.01%	82
2021 Q3	$32K	Buy	81 +20	+33%	+$8.28K	0.01%	94
2021 Q2	$24K	Hold	61	–	–	0.01%	106
2021 Q1	$23K	Hold	61	–	–	0.01%	119
2020 Q4	$21K	Hold	61	–	–	0.01%	117
2020 Q3	$19K	Hold	61	–	–	0.01%	109
2020 Q2	$18K	Buy	61 +31	+103%	+$8.88K	0.01%	111
2020 Q1	$7K	Buy	30 +8	+36%	+$2.2K	﹤0.01%	147
2019 Q4	$6K	Buy	+22	New	+$5.76K	﹤0.01%	169

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cedar Mountain Advisors's UNH Position: Q2 2026 in Review

Cedar Mountain Advisors increased its UnitedHealth (UNH) stake by 3.9% in Q2 2026, buying an estimated $1.48K and bringing the position to 106 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #194.

Cedar Mountain Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $45.1K in Q3 2024. 1,651 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cedar Mountain Advisors held 106 shares of UnitedHealth worth $44.1K as of Q2 2026.
Cedar Mountain Advisors bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
UnitedHealth made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #194 holding.
Cedar Mountain Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's UnitedHealth position peaked at $45.1K in Q3 2024.
1,651 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.