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 Q3	$649K	Sell	1,770 -11	-0.6%	-$4.43K	0.17%	88
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Central Valley Advisors's UNH Position: Q3 2026 in Review

Central Valley Advisors reduced its UnitedHealth (UNH) stake by 0.62% in Q3 2026, selling an estimated $4.43K and leaving 1,770 shares worth $649K. The position accounts for 0.17% of the portfolio, ranked #88.

Central Valley Advisors first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $38.4M in Q2 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Central Valley Advisors held 1,770 shares of UnitedHealth worth $649K as of Q3 2026.
Central Valley Advisors sold 11 UnitedHealth shares in Q3 2026, an estimated $4.43K.
UnitedHealth made up 0.17% of Central Valley Advisors's portfolio in Q3 2026, its #88 holding.
Central Valley Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's UnitedHealth position peaked at $38.4M in Q2 2024.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.