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CFS Investment Advisory Services’s UnitedHealth UNH Stock Holding History

CFS Investment Advisory Services’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 		$2.2M Buy
5,180
+1,337
+35% +$496K 0.15% 128
2026
Q1 		$1.25M Sell
3,843
-161
-4% -$47.9K 0.09% 176
2025
Q4 		$1.32M Sell
4,004
-282
-7% -$95.6K 0.1% 157
2025
Q3 		$1.55M Buy
4,286
+720
+20% +$218K 0.12% 142
2025
Q2 		$1.11M Buy
3,566
+627
+21% +$240K 0.09% 163
2025
Q1 		$1.54M Buy
2,939
+35
+1% +$17.9K 0.14% 130
2024
Q4 		$1.47M Buy
2,904
+387
+15% +$220K 0.13% 127
2024
Q3 		$1.47M Buy
2,517
+272
+12% +$154K 0.12% 125
2024
Q2 		$1.14M Sell
2,245
-29
-1% -$14.2K 0.09% 131
2024
Q1 		$1.13M Sell
2,274
-486
-18% -$247K 0.19% 80
2023
Q4 		$1.45M Buy
2,760
+979
+55% +$522K 0.26% 59
2023
Q3 		$898K Buy
1,781
+293
+20% +$144K 0.14% 95
2023
Q2 		$715K Sell
1,488
-111
-7% -$54.3K 0.09% 141
2023
Q1 		$756K Buy
1,599
+213
+15% +$103K 0.14% 79
2022
Q4 		$735K Buy
1,386
+246
+22% +$130K 0.17% 73
2022
Q3 		$576K Buy
1,140
+319
+39% +$168K 0.15% 72
2022
Q2 		$422K Buy
+821
New +$412K 0.06% 172
2021
Q4 		$455K Buy
960
+23
+2% +$10.4K 0.06% 170
2021
Q3 		$366K Buy
+937
New +$388K 0.05% 172
2020
Q4 		$270K Buy
+771
New +$258K 0.04% 162

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

CFS Investment Advisory Services's UNH Position: Q2 2026 in Review

CFS Investment Advisory Services increased its UnitedHealth (UNH) stake by 35% in Q2 2026, buying an estimated $496K and bringing the position to 5,180 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #128.

CFS Investment Advisory Services first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CFS Investment Advisory Services held 5,180 shares of UnitedHealth worth $2.2M as of Q2 2026.
  • CFS Investment Advisory Services bought 1,337 UnitedHealth shares in Q2 2026, an estimated $496K.
  • UnitedHealth made up 0.15% of CFS Investment Advisory Services's portfolio in Q2 2026, its #128 holding.
  • CFS Investment Advisory Services first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.