CGC Financial Services’s UnitedHealth UNH Stock Holding History

CGC Financial 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	$416	Hold	1	–	–	﹤0.01%	326
2026 Q1	$271	Sell	1 -17	-94%	-$5.06K	﹤0.01%	323
2025 Q4	$5.94K	Sell	18 -23	-56%	-$7.79K	﹤0.01%	256
2025 Q3	$14.2K	Hold	41	–	–	﹤0.01%	201
2025 Q2	$12.8K	Sell	41 -4	-9%	-$1.53K	﹤0.01%	196
2025 Q1	$23.6K	Sell	45 -10	-18%	-$5.11K	0.01%	151
2024 Q4	$27.8K	Hold	55	–	–	0.01%	141
2024 Q3	$32.2K	Hold	55	–	–	0.01%	133
2024 Q2	$28K	Hold	55	–	–	0.01%	137
2024 Q1	$27.2K	Hold	55	–	–	0.01%	136
2023 Q4	$29K	Buy	55 +50	+1,000%	+$26.7K	0.01%	140
2023 Q3	$2.52K	Hold	5	–	–	﹤0.01%	244
2023 Q2	$2.4K	Buy	+5	New	+$2.44K	﹤0.01%	262

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CGC Financial Services's UNH Position: Q2 2026 in Review

CGC Financial Services held its UnitedHealth (UNH) position steady in Q2 2026 at 1 share worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #326.

CGC Financial Services first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $32.2K in Q3 2024. 1,661 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

CGC Financial Services held 1 share of UnitedHealth worth $416 as of Q2 2026.
CGC Financial Services left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #326 holding.
CGC Financial Services first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's UnitedHealth position peaked at $32.2K in Q3 2024.
1,661 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.