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Coppell Advisory Solutions’s UnitedHealth UNH Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-2,023
Closed -$672K – 335
2025
Q4 		$672K Buy
2,023
+309
+18% +$105K 0.07% 221
2025
Q3 		$592K Buy
1,714
+28
+2% +$8.47K 0.06% 227
2025
Q2 		$521K Sell
1,686
-3,247
-66% -$1.24M 0.06% 233
2025
Q1 		$2.02M Buy
4,933
+3,081
+166% +$1.58M 0.28% 77
2024
Q4 		$944K Sell
1,852
-33,275
-95% -$18.9M 0.13% 126
2024
Q3 		$20.4M Buy
35,127
+33,739
+2,431% +$19.1M 3.01% 7
2024
Q2 		$707K Buy
+1,388
New +$680K 0.12% 129
2023
Q4 		$858K Buy
1,630
+893
+121% +$476K 0.17% 120
2023
Q3 		$391K Buy
737
+24
+3% +$11.8K 0.13% 121
2023
Q2 		$340K Sell
713
-75
-10% -$36.7K 0.1% 143
2023
Q1 		$370K Buy
788
+51
+7% +$24.6K 0.12% 140
2022
Q4 		$391K Buy
+737
New +$390K 0.13% 123
2020
Q4 		$200K Buy
+571
New +$191K 0.1% 152

Other funds holding UNH

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Coppell Advisory Solutions's UNH Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,023 shares — an estimated $672K sold.

Coppell Advisory Solutions first reported a position in UNH in Q4 2020 and held it in 13 quarters. The position peaked at $20.4M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,023 UnitedHealth shares in Q1 2026, an estimated $672K.
  • Coppell Advisory Solutions first reported a position in UnitedHealth in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's UnitedHealth position peaked at $20.4M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.