Central Valley Advisors’s UnitedHealth UNH Stock Holding History

Central Valley 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	$740K	Sell	1,781 -332	-16%	-$123K	0.19%	85
2026 Q1	$572K	Sell	2,113 -1,594	-43%	-$475K	0.16%	107
2025 Q4	$1.22M	Sell	3,707 -132	-3%	-$44.7K	0.37%	67
2025 Q3	$1.33M	Sell	3,839 -27	-0.7%	-$8.17K	0.41%	66
2025 Q2	$1.21M	Sell	3,866 -102	-3%	-$39K	0.41%	64
2025 Q1	$2.08M	Buy	3,968 +232	+6%	+$119K	0.79%	36
2024 Q4	$1.89M	Buy	3,736 +222	+6%	+$126K	0.86%	30
2024 Q3	$2.05M	Buy	3,514 +47	+1%	+$26.6K	1.16%	22
2024 Q2	$38.4M	Buy	3,467 +157	+5%	+$77K	16.41%	1
2024 Q1	$1.64M	Buy	3,310 +268	+9%	+$136K	0.85%	34
2023 Q4	$1.6M	Buy	+3,042	New	+$1.62M	0.94%	27

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Central Valley Advisors's UNH Position: Q2 2026 in Review

Central Valley Advisors reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $123K and leaving 1,781 shares worth $740K. The position accounts for 0.19% of the portfolio, ranked #85.

Central Valley Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.4M in Q2 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Central Valley Advisors held 1,781 shares of UnitedHealth worth $740K as of Q2 2026.
Central Valley Advisors sold 332 UnitedHealth shares in Q2 2026, an estimated $123K.
UnitedHealth made up 0.19% of Central Valley Advisors's portfolio in Q2 2026, its #85 holding.
Central Valley Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's UnitedHealth position peaked at $38.4M in Q2 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.