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Center for Wealth Management Advisory’s UnitedHealth UNH Stock Holding History

Center for Wealth Management Advisory’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 		$1.7M Buy
6,285
+49
+0.8% +$14.6K 1.22% 26
2025
Q4 		$2.06M Buy
+6,236
New +$2.11M 1.52% 12

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

Center for Wealth Management Advisory's UNH Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its UnitedHealth (UNH) stake by 0.79% in Q1 2026, buying an estimated $14.6K and bringing the position to 6,285 shares worth $1.7M. The position accounts for 1.22% of the portfolio, ranked #26.

Center for Wealth Management Advisory first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.06M in Q4 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Center for Wealth Management Advisory held 6,285 shares of UnitedHealth worth $1.7M as of Q1 2026.
  • Center for Wealth Management Advisory bought 49 UnitedHealth shares in Q1 2026, an estimated $14.6K.
  • UnitedHealth made up 1.22% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #26 holding.
  • Center for Wealth Management Advisory first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's UnitedHealth position peaked at $2.06M in Q4 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.