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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
Q2 		$1.03M Sell
2,489
-825
-25% -$306K 0.08% 202
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
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

Continuum Advisory's UNH Position: Q2 2026 in Review

Continuum Advisory reduced its UnitedHealth (UNH) stake by 25% in Q2 2026, selling an estimated $306K and leaving 2,489 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #202.

Continuum Advisory first reported a position in UNH in Q2 2017 and has held it in 27 quarters since. The position peaked at $3.03M in Q2 2022. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Continuum Advisory held 2,489 shares of UnitedHealth worth $1.03M as of Q2 2026.
  • Continuum Advisory sold 825 UnitedHealth shares in Q2 2026, an estimated $306K.
  • UnitedHealth made up 0.08% of Continuum Advisory's portfolio in Q2 2026, its #202 holding.
  • Continuum Advisory first reported a position in UnitedHealth in Q2 2017 and has held it in 27 quarters since.
  • Continuum Advisory's UnitedHealth position peaked at $3.03M in Q2 2022.
  • 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.