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 Q2	$978K	Buy	+2,905	New	+$1.08M	0.08%	195
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 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

Coppell Advisory Solutions's UNH Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in UnitedHealth (UNH) in Q2 2026: 2,905 shares worth $978K. The stake represents 0.08% of the portfolio and ranks #195 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in UNH as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in UNH in Q4 2020 and has held it in 14 quarters since. The position peaked at $20.4M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Coppell Advisory Solutions held 2,905 shares of UnitedHealth worth $978K as of Q2 2026.
UnitedHealth was a new Coppell Advisory Solutions position in Q2 2026.
UnitedHealth made up 0.08% of Coppell Advisory Solutions's portfolio in Q2 2026, its #195 holding.
Coppell Advisory Solutions first reported a position in UnitedHealth in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's UnitedHealth position peaked at $20.4M in Q3 2024.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.