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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

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
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

CoreCap Advisors's UNH Position: Q2 2026 in Review

CoreCap Advisors increased its UnitedHealth (UNH) stake by 9.3% in Q2 2026, buying an estimated $84.9K and bringing the position to 2,691 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #363.

CoreCap Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.03M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CoreCap Advisors held 2,691 shares of UnitedHealth worth $1.12M as of Q2 2026.
  • CoreCap Advisors bought 229 UnitedHealth shares in Q2 2026, an estimated $84.9K.
  • UnitedHealth made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #363 holding.
  • CoreCap Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's UnitedHealth position peaked at $3.03M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.