Continuum Advisory’s UnitedHealth UNH Stock Holding History

Continuum Advisory’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	$897K	Buy	3,314 +337	+11%	+$100K	0.09%	209
2025 Q4	$983K	Sell	2,977 -43	-1%	-$14.6K	0.1%	192
2025 Q3	$1.04M	Sell	3,020 -1,093	-27%	-$331K	0.11%	174
2025 Q2	$1.28M	Buy	4,113 +518	+14%	+$198K	0.15%	137
2025 Q1	$1.88M	Hold	3,595	–	–	0.24%	91
2024 Q4	$1.82M	Sell	3,595 -23	-0.6%	-$13.1K	0.23%	98
2024 Q3	$2.15M	Buy	3,618 +208	+6%	+$118K	0.27%	88
2024 Q2	$1.74M	Buy	3,410 +19	+0.6%	+$9.31K	0.25%	93
2024 Q1	$1.72M	Sell	3,391 -940	-22%	-$478K	0.26%	93
2023 Q4	$2.28M	Sell	4,331 -273	-6%	-$146K	0.32%	73
2023 Q3	$2.32M	Sell	4,604 -41	-0.9%	-$20.2K	0.37%	63
2023 Q2	$2.23M	Sell	4,645 -33	-0.7%	-$16.1K	0.36%	68
2023 Q1	$2.21M	Sell	4,678 -181	-4%	-$87.3K	0.38%	69
2022 Q4	$2.58M	Sell	4,859 -744	-13%	-$394K	0.46%	51
2022 Q3	$2.83M	Sell	5,603 -301	-5%	-$158K	0.5%	44
2022 Q2	$3.03M	Buy	5,904 +612	+12%	+$307K	0.55%	39
2022 Q1	$2.69M	Buy	5,292 +2,155	+69%	+$1.04M	0.51%	42
2021 Q4	$1.57M	Buy	3,137 +2	+0.1%	+$905	0.35%	72
2021 Q3	$1.23M	Buy	3,135 +51	+2%	+$21.1K	0.33%	79
2021 Q2	$1.24M	Buy	3,084 +2,160	+234%	+$861K	0.38%	67
2021 Q1	$360K	Buy	924 +187	+25%	+$64.8K	0.15%	123
2020 Q4	$258K	Buy	+737	New	+$247K	0.12%	134
2020 Q1	–	Sell	-733	Closed	-$215K	–	159
2019 Q4	$215K	Buy	+733	New	+$192K	0.13%	126
2018 Q1	–	Sell	-1,905	Closed	-$420K	–	174
2017 Q4	$420K	Buy	1,905 +365	+24%	+$77.4K	0.32%	86
2017 Q3	$302K	Buy	1,540 +68	+5%	+$13.1K	0.26%	105
2017 Q2	$273K	Buy	+1,472	New	+$258K	0.27%	111

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Continuum Advisory's UNH Position: Q1 2026 in Review

Continuum Advisory increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $100K and bringing the position to 3,314 shares worth $897K. The position accounts for 0.09% of the portfolio, ranked #209.

Continuum Advisory first reported a position in UNH in Q2 2017 and has held it in 26 quarters since. The position peaked at $3.03M in Q2 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Continuum Advisory held 3,314 shares of UnitedHealth worth $897K as of Q1 2026.
Continuum Advisory bought 337 UnitedHealth shares in Q1 2026, an estimated $100K.
UnitedHealth made up 0.09% of Continuum Advisory's portfolio in Q1 2026, its #209 holding.
Continuum Advisory first reported a position in UnitedHealth in Q2 2017 and has held it in 26 quarters since.
Continuum Advisory's UnitedHealth position peaked at $3.03M in Q2 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.