CMH Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.7M | Buy |
4,093
+205
| +5% | +$76K | 0.26% | 69 |
|
|
2026
Q1 | $1.05M | Buy |
+3,888
| New | +$1.16M | 0.18% | 85 |
|
|
2025
Q3 | – | Sell |
-25,839
| Closed | -$8.06M | – | 59 |
|
|
2025
Q2 | $8.06M | Buy |
25,839
+11,987
| +87% | +$4.58M | 1.88% | 23 |
|
|
2025
Q1 | $7.25M | Buy |
13,852
+240
| +2% | +$123K | 1.82% | 25 |
|
|
2024
Q4 | $6.89M | Buy |
13,612
+238
| +2% | +$135K | 1.58% | 29 |
|
|
2024
Q3 | $7.82M | Sell |
13,374
-305
| -2% | -$173K | 1.84% | 21 |
|
|
2024
Q2 | $6.97M | Buy |
13,679
+295
| +2% | +$145K | 1.71% | 28 |
|
|
2024
Q1 | $6.62M | Sell |
13,384
-1,072
| -7% | -$545K | 1.68% | 28 |
|
|
2023
Q4 | $7.61M | Buy |
14,456
+455
| +3% | +$243K | 1.84% | 23 |
|
|
2023
Q3 | $7.06M | Buy |
14,001
+694
| +5% | +$342K | 1.97% | 22 |
|
|
2023
Q2 | $6.4M | Buy |
13,307
+850
| +7% | +$416K | 1.72% | 26 |
|
|
2023
Q1 | $5.89M | Buy |
12,457
+412
| +3% | +$199K | 1.7% | 24 |
|
|
2022
Q4 | $6.39M | Buy |
12,045
+211
| +2% | +$112K | 2.05% | 17 |
|
|
2022
Q3 | $5.98M | Buy |
11,834
+271
| +2% | +$143K | 2.19% | 15 |
|
|
2022
Q2 | $5.94M | Buy |
11,563
+366
| +3% | +$184K | 2.15% | 12 |
|
|
2022
Q1 | $5.71M | Buy |
11,197
+132
| +1% | +$63.7K | 1.76% | 18 |
|
|
2021
Q4 | $5.56M | Buy |
11,065
+692
| +7% | +$313K | 1.68% | 19 |
|
|
2021
Q3 | $4.05M | Buy |
10,373
+268
| +3% | +$111K | 1.33% | 29 |
|
|
2021
Q2 | $4.05M | Buy |
10,105
+487
| +5% | +$194K | 1.35% | 29 |
|
|
2021
Q1 | $3.58M | Buy |
9,618
+353
| +4% | +$122K | 1.35% | 29 |
|
|
2020
Q4 | $3.25M | Sell |
9,265
-149
| -2% | -$49.9K | 1.19% | 33 |
|
|
2020
Q3 | $2.94M | Buy |
9,414
+295
| +3% | +$90.6K | 1.26% | 31 |
|
|
2020
Q2 | $2.69M | Sell |
9,119
-8,442
| -48% | -$2.42M | 1.28% | 30 |
|
|
2020
Q1 | $4.38M | Buy |
17,561
+1,711
| +11% | +$471K | 2.56% | 9 |
|
|
2019
Q4 | $4.66M | Buy |
15,850
+6,635
| +72% | +$1.74M | 2.39% | 11 |
|
|
2019
Q3 | $2M | Sell |
9,215
-7,145
| -44% | -$1.72M | 1.13% | 39 |
|
|
2019
Q2 | $3.99M | Buy |
16,360
+60
| +0.4% | +$14.4K | 2.34% | 13 |
|
|
2019
Q1 | $4.03M | Buy |
16,300
+7,405
| +83% | +$1.89M | 2.44% | 11 |
|
|
2018
Q4 | $2.22M | Sell |
8,895
-385
| -4% | -$102K | 1.34% | 29 |
|
|
2018
Q3 | $2.5M | Buy |
9,280
+195
| +2% | +$50.7K | 1.31% | 30 |
|
|
2018
Q2 | $2.25M | Sell |
9,085
-3,605
| -28% | -$866K | 1.29% | 25 |
|
|
2018
Q1 | $2.76M | Buy |
+12,690
| New | +$2.9M | 1.86% | 14 |
|
Other funds holding UNH
LMFP
PAM
DC
FWIA
OIAM
CNB
CMH Wealth Management's UNH Position: Q2 2026 in Review
CMH Wealth Management increased its UnitedHealth (UNH) stake by 5.3% in Q2 2026, buying an estimated $76K and bringing the position to 4,093 shares worth $1.7M. The position accounts for 0.26% of the portfolio, ranked #69.
CMH Wealth Management first reported a position in UNH in Q1 2018 and has held it in 32 quarters since. The position peaked at $8.06M in Q2 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- CMH Wealth Management held 4,093 shares of UnitedHealth worth $1.7M as of Q2 2026.
- CMH Wealth Management bought 205 UnitedHealth shares in Q2 2026, an estimated $76K.
- UnitedHealth made up 0.26% of CMH Wealth Management's portfolio in Q2 2026, its #69 holding.
- CMH Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 32 quarters since.
- CMH Wealth Management's UnitedHealth position peaked at $8.06M in Q2 2025.
- 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.