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Cora Capital Advisors’s UnitedHealth UNH Stock Holding History

Cora Capital 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
Q1 		– Sell
-628
Closed -$207K – 146
2025
Q4 		$207K Buy
628
+15
+2% +$5.08K 0.08% 126
2025
Q3 		$212K Buy
+613
New +$185K 0.09% 108
2025
Q2 		– Sell
-429
Closed -$225K – 116
2025
Q1 		$225K Sell
429
-3
-0.7% -$1.53K 0.11% 93
2024
Q4 		$219K Sell
432
-1
-0.2% -$568 0.11% 94
2024
Q3 		$253K Hold
433
– – 0.12% 84
2024
Q2 		$221K Sell
433
-12
-3% -$5.88K 0.11% 88
2024
Q1 		$220K Sell
445
-17
-4% -$8.64K 0.12% 85
2023
Q4 		$243K Sell
462
-43
-9% -$22.9K 0.14% 79
2023
Q3 		$255K Sell
505
-4
-0.8% -$1.97K 0.17% 78
2023
Q2 		$245K Hold
509
– – 0.16% 78
2023
Q1 		$241K Buy
509
+11
+2% +$5.31K 0.18% 75
2022
Q4 		$264K Buy
+498
New +$264K 0.18% 63

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cora Capital Advisors's UNH Position: Q1 2026 in Review

Cora Capital Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 628 shares — an estimated $207K sold.

Cora Capital Advisors first reported a position in UNH in Q4 2022 and held it in 12 quarters. The position peaked at $264K in Q4 2022. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cora Capital Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Cora Capital Advisors sold 628 UnitedHealth shares in Q1 2026, an estimated $207K.
  • Cora Capital Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 12 quarters.
  • Cora Capital Advisors's UnitedHealth position peaked at $264K in Q4 2022.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.