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Churchill Financial Advisors’s UnitedHealth UNH Stock Holding History

Churchill Financial 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 		$1.25M Sell
3,000
-300
-9% -$111K 0.24% 60
2026
Q1 		$893K Buy
3,300
+600
+22% +$179K 0.19% 72
2025
Q4 		$891K Buy
+2,700
New +$915K 0.27% 66

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

Churchill Financial Advisors's UNH Position: Q2 2026 in Review

Churchill Financial Advisors reduced its UnitedHealth (UNH) stake by 9.1% in Q2 2026, selling an estimated $111K and leaving 3,000 shares worth $1.25M. The position accounts for 0.24% of the portfolio, ranked #60.

Churchill Financial Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Churchill Financial Advisors held 3,000 shares of UnitedHealth worth $1.25M as of Q2 2026.
  • Churchill Financial Advisors sold 300 UnitedHealth shares in Q2 2026, an estimated $111K.
  • UnitedHealth made up 0.24% of Churchill Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Churchill Financial Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Churchill Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.