CM Wealth Advisors
UNH icon

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
Q3 		$353K Hold
961
– – 0.06% 125
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

CM Wealth Advisors's UNH Position: Q3 2026 in Review

CM Wealth Advisors held its UnitedHealth (UNH) position steady in Q3 2026 at 961 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #125.

CM Wealth Advisors first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $399K in Q2 2026. 2,706 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • CM Wealth Advisors held 961 shares of UnitedHealth worth $353K as of Q3 2026.
  • CM Wealth Advisors left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.06% of CM Wealth Advisors's portfolio in Q3 2026, its #125 holding.
  • CM Wealth Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
  • CM Wealth Advisors's UnitedHealth position peaked at $399K in Q2 2026.
  • 2,706 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.