Certified Advisory Corp’s UnitedHealth UNH Stock Holding History
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
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. 3,394 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.
- 3,394 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.