Continuum Wealth Advisors’s UnitedHealth UNH Stock Holding History

Continuum Wealth 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	$505K	Buy	1,214 +451	+59%	+$167K	0.17%	46
2026 Q1	$206K	Sell	763 -200	-21%	-$59.6K	0.09%	68
2025 Q4	$318K	Sell	963 -998	-51%	-$338K	0.12%	63
2025 Q3	$677K	Buy	1,961 +1,230	+168%	+$372K	0.29%	30
2025 Q2	$228K	Hold	731	–	–	0.11%	56
2025 Q1	$383K	Sell	731 -15	-2%	-$7.67K	0.2%	36
2024 Q4	$377K	Sell	746 -26	-3%	-$14.8K	0.19%	39
2024 Q3	$451K	Hold	772	–	–	0.24%	34
2024 Q2	$393K	Sell	772 -19	-2%	-$9.31K	0.21%	35
2024 Q1	$391K	Sell	791 -75	-9%	-$38.1K	0.22%	39
2023 Q4	$456K	Hold	866	–	–	0.3%	24
2023 Q3	$437K	Hold	866	–	–	0.31%	25
2023 Q2	$416K	Sell	866 -120	-12%	-$58.7K	0.29%	27
2023 Q1	$466K	Sell	986 -61	-6%	-$29.4K	0.38%	18
2022 Q4	$555K	Buy	+1,047	New	+$555K	0.55%	23

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

Continuum Wealth Advisors's UNH Position: Q2 2026 in Review

Continuum Wealth Advisors increased its UnitedHealth (UNH) stake by 59% in Q2 2026, buying an estimated $167K and bringing the position to 1,214 shares worth $505K. The position accounts for 0.17% of the portfolio, ranked #46.

Continuum Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $677K in Q3 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Continuum Wealth Advisors held 1,214 shares of UnitedHealth worth $505K as of Q2 2026.
Continuum Wealth Advisors bought 451 UnitedHealth shares in Q2 2026, an estimated $167K.
UnitedHealth made up 0.17% of Continuum Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Continuum Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's UnitedHealth position peaked at $677K in Q3 2025.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.