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CM Wealth Advisors’s UnitedHealth UNH Stock Holding History

CM Wealth 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 		$399K Buy
961
+173
+22% +$64.1K 0.07% 115
2026
Q1 		$213K Sell
788
-65
-8% -$19.4K 0.05% 137
2025
Q4 		$282K Buy
+853
New +$289K 0.06% 117
2025
Q2 		– Sell
-500
Closed -$262K – 87
2025
Q1 		$262K Hold
500
– – 0.08% 74
2024
Q4 		$253K Hold
500
– – 0.08% 75
2024
Q3 		$292K Buy
500
+35
+8% +$19.8K 0.09% 71
2024
Q2 		$237K Hold
465
– – 0.11% 65
2024
Q1 		$233K Buy
+465
New +$236K 0.07% 157

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

CM Wealth Advisors's UNH Position: Q2 2026 in Review

CM Wealth Advisors increased its UnitedHealth (UNH) stake by 22% in Q2 2026, buying an estimated $64.1K and bringing the position to 961 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #115.

CM Wealth Advisors first reported a position in UNH in Q1 2024 and has held it in 8 quarters since. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CM Wealth Advisors held 961 shares of UnitedHealth worth $399K as of Q2 2026.
  • CM Wealth Advisors bought 173 UnitedHealth shares in Q2 2026, an estimated $64.1K.
  • UnitedHealth made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • CM Wealth Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 8 quarters since.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.