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Cherrydale Wealth Management’s UnitedHealth UNH Stock Holding History

Cherrydale Wealth Management’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 		$357K Buy
860
+4
+0.5% +$1.48K 0.09% 59
2026
Q1 		$232K Buy
856
+90
+12% +$26.8K 0.07% 65
2025
Q4 		$253K Sell
766
-81
-10% -$27.4K 0.08% 64
2025
Q3 		$292K Buy
+847
New +$256K 0.09% 59
2025
Q2 		– Sell
-751
Closed -$393K – 82
2025
Q1 		$393K Sell
751
-78
-9% -$39.9K 0.16% 44
2024
Q4 		$419K Buy
829
+9
+1% +$5.11K 0.16% 42
2024
Q3 		$479K Buy
820
+38
+5% +$21.5K 0.2% 37
2024
Q2 		$398K Buy
782
+87
+13% +$42.6K 0.17% 39
2024
Q1 		$344K Buy
695
+29
+4% +$14.7K 0.16% 41
2023
Q4 		$350K Buy
666
+98
+17% +$52.3K 0.18% 34
2023
Q3 		$286K Sell
568
-31
-5% -$15.3K 0.17% 37
2023
Q2 		$288K Buy
599
+56
+10% +$27.4K 0.2% 30
2023
Q1 		$256K Sell
543
-52
-9% -$25.1K 0.19% 30
2022
Q4 		$315K Buy
595
+73
+14% +$38.7K 0.26% 24
2022
Q3 		$263K Buy
522
+10
+2% +$5.26K 0.24% 28
2022
Q2 		$263K Buy
512
+54
+12% +$27.1K 0.24% 24
2022
Q1 		$233K Buy
458
+36
+9% +$17.4K 0.17% 33
2021
Q4 		$212K Buy
+422
New +$191K 0.16% 38

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

Cherrydale Wealth Management's UNH Position: Q2 2026 in Review

Cherrydale Wealth Management increased its UnitedHealth (UNH) stake by 0.47% in Q2 2026, buying an estimated $1.48K and bringing the position to 860 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #59.

Cherrydale Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $479K in Q3 2024. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cherrydale Wealth Management held 860 shares of UnitedHealth worth $357K as of Q2 2026.
  • Cherrydale Wealth Management bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
  • UnitedHealth made up 0.09% of Cherrydale Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Cherrydale Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Cherrydale Wealth Management's UnitedHealth position peaked at $479K in Q3 2024.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.