COFG Advisors’s UnitedHealth UNH Stock Holding History

COFG 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	$627K	Buy	1,509 +517	+52%	+$192K	0.11%	130
2026 Q1	$268K	Buy	+992	New	+$295K	0.07%	194

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

COFG Advisors's UNH Position: Q2 2026 in Review

COFG Advisors increased its UnitedHealth (UNH) stake by 52% in Q2 2026, buying an estimated $192K and bringing the position to 1,509 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #130.

COFG Advisors first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

COFG Advisors held 1,509 shares of UnitedHealth worth $627K as of Q2 2026.
COFG Advisors bought 517 UnitedHealth shares in Q2 2026, an estimated $192K.
UnitedHealth made up 0.11% of COFG Advisors's portfolio in Q2 2026, its #130 holding.
COFG Advisors first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.