CCA
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Childress Capital Advisors’s UnitedHealth UNH Stock Holding History

Childress Capital 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
Q1 		$595K Sell
2,197
-839
-28% -$250K 0.11% 137
2025
Q4 		$1M Buy
3,036
+592
+24% +$201K 0.16% 96
2025
Q3 		$844K Buy
2,444
+767
+46% +$232K 0.15% 98
2025
Q2 		$523K Sell
1,677
-883
-34% -$337K 0.13% 119
2025
Q1 		$1.34M Sell
2,560
-214
-8% -$109K 0.39% 48
2024
Q4 		$1.4M Sell
2,774
-245
-8% -$139K 0.39% 42
2024
Q3 		$1.77M Buy
3,019
+597
+25% +$338K 0.48% 38
2024
Q2 		$1.23M Buy
2,422
+254
+12% +$124K 0.35% 50
2024
Q1 		$1.07M Sell
2,168
-440
-17% -$224K 0.31% 55
2023
Q4 		$1.37M Sell
2,608
-87
-3% -$46.4K 0.41% 45
2023
Q3 		$1.36M Buy
2,695
+1,224
+83% +$602K 0.45% 40
2023
Q2 		$707K Sell
1,471
-142
-9% -$69.4K 0.3% 45
2023
Q1 		$762K Sell
1,613
-2,225
-58% -$1.07M 0.34% 42
2022
Q4 		$2.03M Buy
3,838
+24
+0.6% +$12.7K 0.68% 26
2022
Q3 		$1.95M Sell
3,814
-91
-2% -$47.9K 0.76% 26
2022
Q2 		$2.01M Buy
3,905
+177
+5% +$88.9K 0.79% 22
2022
Q1 		$1.9M Buy
3,728
+788
+27% +$380K 0.66% 27
2021
Q4 		$1.48M Sell
2,940
-360
-11% -$163K 0.61% 35
2021
Q3 		$1.29M Buy
3,300
+584
+22% +$242K 0.52% 37
2021
Q2 		$1.09M Sell
2,716
-283
-9% -$113K 0.49% 39
2021
Q1 		$1.11M Buy
2,999
+959
+47% +$332K 0.51% 38
2020
Q4 		$716K Buy
+2,040
New +$684K 0.42% 29

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Childress Capital Advisors's UNH Position: Q1 2026 in Review

Childress Capital Advisors reduced its UnitedHealth (UNH) stake by 28% in Q1 2026, selling an estimated $250K and leaving 2,197 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #137.

Childress Capital Advisors first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.03M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Childress Capital Advisors held 2,197 shares of UnitedHealth worth $595K as of Q1 2026.
  • Childress Capital Advisors sold 839 UnitedHealth shares in Q1 2026, an estimated $250K.
  • UnitedHealth made up 0.11% of Childress Capital Advisors's portfolio in Q1 2026, its #137 holding.
  • Childress Capital Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Childress Capital Advisors's UnitedHealth position peaked at $2.03M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.