Certified Advisory Corp’s UnitedHealth UNH Stock Holding History

Certified Advisory Corp’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	$864K	Buy	2,078 +54	+3%	+$20K	0.07%	180
2026 Q1	$548K	Sell	2,024 -3	-0.1%	-$893	0.05%	203
2025 Q4	$669K	Buy	2,027 +215	+12%	+$72.9K	0.06%	186
2025 Q3	$626K	Buy	1,812 +74	+4%	+$22.4K	0.06%	191
2025 Q2	$542K	Sell	1,738 -1,924	-53%	-$735K	0.06%	191
2025 Q1	$1.92M	Sell	3,662 -11	-0.3%	-$5.62K	0.22%	106
2024 Q4	$1.86M	Sell	3,673 -83	-2%	-$47.2K	0.2%	109
2024 Q3	$2.2M	Sell	3,756 -133	-3%	-$75.2K	0.24%	103
2024 Q2	$1.98M	Sell	3,889 -343	-8%	-$168K	0.25%	103
2024 Q1	$2.09M	Buy	4,232 +68	+2%	+$34.6K	0.29%	95
2023 Q4	$2.19M	Sell	4,164 -39,436	-90%	-$21M	0.33%	89
2023 Q3	$2.15M	Buy	+43,600	New	+$21.5M	0.4%	76
2023 Q2	–	Sell	-4,564	Closed	-$2.16M	–	285
2023 Q1	$2.16M	Sell	4,564 -125	-3%	-$60.3K	0.38%	79
2022 Q4	$2.49M	Buy	4,689 +85	+2%	+$45K	0.49%	59
2022 Q3	$2.33M	Buy	4,604 +163	+4%	+$85.7K	0.53%	52
2022 Q2	$2.28M	Sell	4,441 -56	-1%	-$28.1K	0.51%	55
2022 Q1	$2.29M	Sell	4,497 -48	-1%	-$23.2K	0.49%	58
2021 Q4	$2.28M	Buy	4,545 +3	+0.1%	+$1.36K	0.5%	53
2021 Q3	$1.77M	Buy	4,542 +143	+3%	+$59.2K	0.43%	58
2021 Q2	$1.76M	Sell	4,399 -103	-2%	-$41.1K	0.44%	58
2021 Q1	$1.68M	Buy	+4,502	New	+$1.56M	0.43%	60
2020 Q2	$817K	Buy	2,769 +511	+23%	+$146K	0.27%	92
2020 Q1	$563K	Sell	2,258 -192	-8%	-$52.8K	0.22%	100
2019 Q4	$720K	Buy	2,450 +474	+24%	+$124K	0.23%	98
2019 Q3	$429K	Sell	1,976 -59	-3%	-$14.2K	0.15%	125
2019 Q2	$496K	Sell	2,035 -10	-0.5%	-$2.4K	0.18%	106
2019 Q1	$506K	Sell	2,045 -40	-2%	-$10.2K	0.21%	96
2018 Q4	$519K	Buy	2,085 +1	+0%	+$264	0.27%	82
2018 Q3	$554K	Sell	2,084 -48	-2%	-$12.5K	0.26%	86
2018 Q2	$523K	Sell	2,132 -368	-15%	-$88.4K	0.29%	82
2018 Q1	$535K	Buy	2,500 +208	+9%	+$47.5K	0.32%	78
2017 Q4	$505K	Buy	+2,292	New	+$486K	0.36%	63

Other funds holding UNH

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Certified Advisory Corp's UNH Position: Q2 2026 in Review

Certified Advisory Corp increased its UnitedHealth (UNH) stake by 2.7% in Q2 2026, buying an estimated $20K and bringing the position to 2,078 shares worth $864K. The position accounts for 0.07% of the portfolio, ranked #180.

Certified Advisory Corp first reported a position in UNH in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.49M in Q4 2022. 1,155 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Certified Advisory Corp held 2,078 shares of UnitedHealth worth $864K as of Q2 2026.
Certified Advisory Corp bought 54 UnitedHealth shares in Q2 2026, an estimated $20K.
UnitedHealth made up 0.07% of Certified Advisory Corp's portfolio in Q2 2026, its #180 holding.
Certified Advisory Corp first reported a position in UnitedHealth in Q4 2017 and has held it in 32 quarters since.
Certified Advisory Corp's UnitedHealth position peaked at $2.49M in Q4 2022.
1,155 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.