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Cordoba Advisory Partners’s UnitedHealth UNH Stock Holding History

Cordoba Advisory Partners’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 		$381K Buy
+915
New +$339K 0.08% 100
2026
Q1 		– Sell
-780
Closed -$258K – 148
2025
Q4 		$258K Buy
+780
New +$264K 0.06% 126

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 $3.38T AUM 44.17% 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

Cordoba Advisory Partners's UNH Position: Q2 2026 in Review

Cordoba Advisory Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 915 shares worth $381K. The stake represents 0.08% of the portfolio and ranks #100 among its holdings. This is a return to the name: Cordoba Advisory Partners previously reported a position in UNH as recently as Q4 2025.

Cordoba Advisory Partners first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cordoba Advisory Partners held 915 shares of UnitedHealth worth $381K as of Q2 2026.
  • UnitedHealth was a new Cordoba Advisory Partners position in Q2 2026.
  • UnitedHealth made up 0.08% of Cordoba Advisory Partners's portfolio in Q2 2026, its #100 holding.
  • Cordoba Advisory Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cordoba Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.