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CGN Advisors’s UnitedHealth UNH Stock Holding History

CGN 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 		$336K Sell
809
-37
-4% -$13.7K 0.02% 264
2026
Q1 		$229K Sell
846
-18
-2% -$5.36K 0.02% 301
2025
Q4 		$285K Buy
+864
New +$293K 0.02% 281

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CGN Advisors's UNH Position: Q2 2026 in Review

CGN Advisors reduced its UnitedHealth (UNH) stake by 4.4% in Q2 2026, selling an estimated $13.7K and leaving 809 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #264.

CGN Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CGN Advisors held 809 shares of UnitedHealth worth $336K as of Q2 2026.
  • CGN Advisors sold 37 UnitedHealth shares in Q2 2026, an estimated $13.7K.
  • UnitedHealth made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #264 holding.
  • CGN Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.