CFS
UNH icon

Commonwealth Financial Services’s UnitedHealth UNH Stock Holding History

Commonwealth Financial Services’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 		$249K Sell
921
-242
-21% -$72.1K 0.04% 212
2025
Q4 		$384K Sell
1,163
-126
-10% -$42.7K 0.06% 145
2025
Q3 		$445K Buy
1,289
+282
+28% +$85.3K 0.08% 126
2025
Q2 		$314K Buy
1,007
+11
+1% +$4.2K 0.06% 154
2025
Q1 		$522K Sell
996
-8
-0.8% -$4.09K 0.11% 107
2024
Q4 		$508K Buy
1,004
+209
+26% +$119K 0.1% 102
2024
Q3 		$464K Buy
795
+69
+10% +$39K 0.09% 106
2024
Q2 		$355K Buy
726
+60
+9% +$29.4K 0.07% 119
2024
Q1 		$351K Hold
666
– – 0.08% 121
2023
Q4 		$351K Buy
+666
New +$355K 0.08% 120

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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