CJM Wealth Advisers’s UnitedHealth UNH Stock Holding History

CJM Wealth Advisers’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	$264K	Buy	+635	New	+$235K	0.07%	67
2025 Q4	–	Sell	-609	Closed	-$210K	–	75
2025 Q3	$210K	Buy	+609	New	+$184K	0.06%	71
2025 Q2	–	Sell	-624	Closed	-$327K	–	71
2025 Q1	$327K	Hold	624	–	–	0.12%	50
2024 Q4	$316K	Hold	624	–	–	0.11%	50
2024 Q3	$365K	Buy	624 +35	+6%	+$19.8K	0.13%	47
2024 Q2	$291K	Sell	589 -15	-2%	-$7.35K	0.11%	47
2024 Q1	$299K	Sell	604 -6	-1%	-$3.05K	0.11%	48
2023 Q4	$321K	Buy	610 +6	+1%	+$3.2K	0.14%	45
2023 Q3	$305K	Hold	604	–	–	0.15%	42
2023 Q2	$290K	Hold	604	–	–	0.15%	44
2023 Q1	$285K	Sell	604 -107	-15%	-$51.6K	0.16%	42
2022 Q4	$377K	Hold	711	–	–	0.23%	34
2022 Q3	$359K	Buy	711 +21	+3%	+$11K	0.26%	36
2022 Q2	$354K	Hold	690	–	–	0.25%	37
2022 Q1	$352K	Hold	690	–	–	0.24%	44
2021 Q4	$346K	Buy	+690	New	+$312K	0.25%	44

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CJM Wealth Advisers's UNH Position: Q2 2026 in Review

CJM Wealth Advisers opened a new position in UnitedHealth (UNH) in Q2 2026: 635 shares worth $264K. The stake represents 0.07% of the portfolio and ranks #67 among its holdings. This is a return to the name: CJM Wealth Advisers previously reported a position in UNH as recently as Q3 2025.

CJM Wealth Advisers first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $377K in Q4 2022. 677 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

CJM Wealth Advisers held 635 shares of UnitedHealth worth $264K as of Q2 2026.
UnitedHealth was a new CJM Wealth Advisers position in Q2 2026.
UnitedHealth made up 0.07% of CJM Wealth Advisers's portfolio in Q2 2026, its #67 holding.
CJM Wealth Advisers first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
CJM Wealth Advisers's UnitedHealth position peaked at $377K in Q4 2022.
677 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.