Cedar Wealth Management’s UnitedHealth UNH Stock Holding History

Cedar 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	$306K	Buy	+737	New	+$273K	0.08%	72
2026 Q1	–	Sell	-17	Closed	-$5.72K	–	216
2025 Q4	$5.72K	Hold	17	–	–	﹤0.01%	184
2025 Q3	$5.98K	Sell	17 -2	-11%	-$605	﹤0.01%	197
2025 Q2	$6.03K	Buy	19 +13	+217%	+$4.97K	﹤0.01%	183
2025 Q1	$3.14K	Hold	6	–	–	﹤0.01%	169
2024 Q4	$3.04K	Hold	6	–	–	﹤0.01%	166
2024 Q3	$3.51K	Hold	6	–	–	﹤0.01%	238
2024 Q2	$3.06K	Sell	6 -6	-50%	-$2.94K	﹤0.01%	271
2024 Q1	$5.94K	Buy	12 +6	+100%	+$3.05K	﹤0.01%	278
2023 Q4	$3.16K	Hold	6	–	–	﹤0.01%	251
2023 Q3	$3.02K	Hold	6	–	–	﹤0.01%	257
2023 Q2	$2.88K	Hold	6	–	–	﹤0.01%	269
2023 Q1	$2.84K	Hold	6	–	–	﹤0.01%	265
2022 Q4	$3.18K	Hold	6	–	–	﹤0.01%	261
2022 Q3	$3K	Sell	6 -2	-25%	-$1.05K	﹤0.01%	296
2022 Q2	$4K	Hold	8	–	–	﹤0.01%	304
2022 Q1	$4K	Hold	8	–	–	﹤0.01%	335
2021 Q4	$4K	Buy	+8	New	+$3.62K	﹤0.01%	329
2018 Q3	–	Sell	-70	Closed	-$17K	–	226
2018 Q2	$17K	Buy	+70	New	+$16.8K	0.01%	108
2017 Q3	–	Sell	-49	Closed	-$9K	–	142
2017 Q2	$9K	Hold	49	–	–	0.01%	108
2017 Q1	$8K	Hold	49	–	–	﹤0.01%	108
2016 Q4	$8K	Hold	49	–	–	0.01%	107
2016 Q3	$7K	Hold	49	–	–	﹤0.01%	98
2016 Q2	$7K	Buy	+49	New	+$6.53K	﹤0.01%	100

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 $3.37T AUM 44.26% 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

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

Cedar Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 737 shares worth $306K. The stake represents 0.08% of the portfolio and ranks #72 among its holdings. This is a return to the name: Cedar Wealth Management previously reported a position in UNH as recently as Q4 2025.

Cedar Wealth Management first reported a position in UNH in Q2 2016 and has held it in 24 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Cedar Wealth Management held 737 shares of UnitedHealth worth $306K as of Q2 2026.
UnitedHealth was a new Cedar Wealth Management position in Q2 2026.
UnitedHealth made up 0.08% of Cedar Wealth Management's portfolio in Q2 2026, its #72 holding.
Cedar Wealth Management first reported a position in UnitedHealth in Q2 2016 and has held it in 24 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.