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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CM Wealth Advisors's UNH Position: Q1 2026 in Review

CM Wealth Advisors reduced its UnitedHealth (UNH) stake by 7.6% in Q1 2026, selling an estimated $19.4K and leaving 788 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #137.

CM Wealth Advisors first reported a position in UNH in Q1 2024 and has held it in 7 quarters since. The position peaked at $292K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CM Wealth Advisors held 788 shares of UnitedHealth worth $213K as of Q1 2026.
  • CM Wealth Advisors sold 65 UnitedHealth shares in Q1 2026, an estimated $19.4K.
  • UnitedHealth made up 0.05% of CM Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • CM Wealth Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 7 quarters since.
  • CM Wealth Advisors's UnitedHealth position peaked at $292K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.