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Cerro Pacific Wealth Advisors’s UnitedHealth UNH Stock Holding History

Cerro Pacific Wealth 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 		$619K Buy
+1,490
New +$552K 0.14% 103
2026
Q1 		– Sell
-1,248
Closed -$412K – 169
2025
Q4 		$412K Sell
1,248
-395
-24% -$134K 0.11% 113
2025
Q3 		$567K Sell
1,643
-627
-28% -$190K 0.16% 98
2025
Q2 		$708K Sell
2,270
-64
-3% -$24.5K 0.2% 90
2025
Q1 		$1.18M Buy
2,334
+33
+1% +$16.9K 0.38% 58
2024
Q4 		$1.35M Sell
2,301
-5
-0.2% -$2.84K 0.45% 56
2024
Q3 		$1.17M Hold
2,306
– – 0.44% 57
2024
Q2 		$1.17M Buy
+2,306
New +$1.13M 0.45% 58
2023
Q1 		$996K Buy
2,108
+80
+4% +$38.6K 0.55% 50
2022
Q4 		$1.08M Buy
2,028
+348
+21% +$184K 0.57% 49
2022
Q3 		$848K Buy
1,680
+358
+27% +$188K 0.51% 53
2022
Q2 		$679K Sell
1,322
-89
-6% -$44.7K 0.42% 63
2022
Q1 		$720K Buy
1,411
+107
+8% +$51.6K 0.44% 72
2021
Q4 		$655K Buy
1,304
+23
+2% +$10.4K 0.42% 74
2021
Q3 		$501K Sell
1,281
-394
-24% -$163K 0.36% 92
2021
Q2 		$671K Buy
+1,675
New +$668K 0.5% 64
2020
Q4 		$755K Buy
+2,153
New +$722K 0.45% 65

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerro Pacific Wealth Advisors's UNH Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 1,490 shares worth $619K. The stake represents 0.14% of the portfolio and ranks #103 among its holdings. This is a return to the name: Cerro Pacific Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

Cerro Pacific Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.35M in Q4 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 1,490 shares of UnitedHealth worth $619K as of Q2 2026.
  • UnitedHealth was a new Cerro Pacific Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.14% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Cerro Pacific Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 17 quarters since.
  • Cerro Pacific Wealth Advisors's UnitedHealth position peaked at $1.35M in Q4 2024.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.