CoreCap Advisors
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
Q3 		$1.33M Buy
3,614
+923
+34% +$372K 0.04% 325
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% +$9.5K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

CoreCap Advisors's UNH Position: Q3 2026 in Review

CoreCap Advisors increased its UnitedHealth (UNH) stake by 34% in Q3 2026, buying an estimated $372K and bringing the position to 3,614 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #325.

CoreCap Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q4 2023. 887 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • CoreCap Advisors held 3,614 shares of UnitedHealth worth $1.33M as of Q3 2026.
  • CoreCap Advisors bought 923 UnitedHealth shares in Q3 2026, an estimated $372K.
  • UnitedHealth made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #325 holding.
  • CoreCap Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's UnitedHealth position peaked at $3.03M in Q4 2023.
  • 887 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.