CA
UNH icon

CoreCap Advisors’s UnitedHealth UNH Stock Holding History

CoreCap 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 		$1.12M Buy
2,691
+229
+9% +$84.9K 0.03% 363
2026
Q1 		$666K Sell
2,462
-694
-22% -$207K 0.02% 458
2025
Q4 		$1.04M Buy
3,156
+778
+33% +$264K 0.04% 357
2025
Q3 		$821K Buy
2,378
+283
+14% +$85.6K 0.03% 413
2025
Q2 		$654K Buy
2,095
+256
+14% +$97.8K 0.03% 444
2025
Q1 		$963K Sell
1,839
-1,714
-48% -$876K 0.04% 338
2024
Q4 		$1.8M Buy
3,553
+1,991
+127% +$1.13M 0.08% 229
2024
Q3 		$913K Sell
1,562
-4,077
-72% -$2.31M 0.04% 336
2024
Q2 		$2.87M Buy
5,639
+642
+13% +$315K 0.3% 69
2024
Q1 		$2.47M Sell
4,997
-754
-13% -$383K 0.13% 156
2023
Q4 		$3.03M Buy
5,751
+4,519
+367% +$2.41M 0.2% 105
2023
Q3 		$621K Sell
1,232
-68
-5% -$33.5K 0.04% 291
2023
Q2 		$625K Buy
+1,300
New +$636K 0.04% 306
2022
Q4 		$2.22M Sell
4,179
-762
-15% -$404K 0.16% 115
2022
Q3 		$2.5M Buy
4,941
+724
+17% +$381K 0.21% 84
2022
Q2 		$2.17M Buy
4,217
+19
+0.5% +$9.54K 0.17% 101
2022
Q1 		$2.14M Buy
4,198
+2,372
+130% +$1.14M 0.15% 113
2021
Q4 		$917K Buy
+1,826
New +$827K 0.06% 251

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM