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Commonwealth Retirement Investments’s UnitedHealth UNH Stock Holding History

Commonwealth Retirement Investments’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 		$6.64M Buy
15,970
+5,478
+52% +$2.03M 1.8% 17
2026
Q1 		$2.84M Buy
10,492
+1,613
+18% +$480K 0.88% 33
2025
Q4 		$2.93M Sell
8,879
-5
-0.1% -$1.69K 0.94% 33
2025
Q3 		$3.07M Sell
8,884
-1,388
-14% -$420K 1.04% 30
2025
Q2 		$3.2M Sell
10,272
-585
-5% -$224K 1.22% 23
2025
Q1 		$5.69M Buy
10,857
+394
+4% +$201K 2.31% 13
2024
Q4 		$5.29M Buy
10,463
+168
+2% +$95.5K 2.18% 13
2024
Q3 		$6.02M Buy
10,295
+195
+2% +$110K 2.52% 12
2024
Q2 		$5.14M Buy
10,100
+3,824
+61% +$1.87M 2.36% 12
2024
Q1 		$3.1M Buy
6,276
+353
+6% +$179K 1.48% 20
2023
Q4 		$3.12M Sell
5,923
-2
-0% -$1.07K 1.65% 19
2023
Q3 		$2.99M Buy
5,925
+271
+5% +$133K 1.72% 19
2023
Q2 		$2.72M Buy
+5,654
New +$2.76M 1.52% 23

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Commonwealth Retirement Investments's UNH Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its UnitedHealth (UNH) stake by 52% in Q2 2026, buying an estimated $2.03M and bringing the position to 15,970 shares worth $6.64M. The position accounts for 1.8% of the portfolio, ranked #17.

Commonwealth Retirement Investments first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Commonwealth Retirement Investments held 15,970 shares of UnitedHealth worth $6.64M as of Q2 2026.
  • Commonwealth Retirement Investments bought 5,478 UnitedHealth shares in Q2 2026, an estimated $2.03M.
  • UnitedHealth made up 1.8% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #17 holding.
  • Commonwealth Retirement Investments first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.