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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
Q2 		$1.05M Buy
2,521
+324
+15% +$120K 0.17% 92
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 $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

Childress Capital Advisors's UNH Position: Q2 2026 in Review

Childress Capital Advisors increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $120K and bringing the position to 2,521 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #92.

Childress Capital Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q4 2022. 3,382 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Childress Capital Advisors held 2,521 shares of UnitedHealth worth $1.05M as of Q2 2026.
  • Childress Capital Advisors bought 324 UnitedHealth shares in Q2 2026, an estimated $120K.
  • UnitedHealth made up 0.17% of Childress Capital Advisors's portfolio in Q2 2026, its #92 holding.
  • Childress Capital Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Childress Capital Advisors's UnitedHealth position peaked at $2.03M in Q4 2022.
  • 3,382 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.