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Cottonwood Capital Advisors’s UnitedHealth UNH Stock Holding History

Cottonwood 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
2025
Q2 		– Sell
-563
Closed -$295K – 135
2025
Q1 		$295K Sell
563
-75
-12% -$38.3K 0.22% 86
2024
Q4 		$323K Sell
638
-32
-5% -$18.2K 0.23% 90
2024
Q3 		$392K Sell
670
-18
-3% -$10.2K 0.29% 70
2024
Q2 		$339K Sell
688
-94
-12% -$46.1K 0.26% 78
2024
Q1 		$348K Sell
782
-54
-6% -$27.5K 0.28% 78
2023
Q4 		$440K Buy
836
+293
+54% +$156K 0.36% 62
2023
Q3 		$274K Sell
543
-71
-12% -$34.9K 0.26% 85
2023
Q2 		$295K Sell
614
-25
-4% -$12.2K 0.27% 73
2023
Q1 		$302K Sell
639
-28
-4% -$13.5K 0.28% 72
2022
Q4 		$354K Sell
667
-45
-6% -$23.8K 0.32% 66
2022
Q3 		$360K Buy
712
+13
+2% +$6.84K 0.34% 63
2022
Q2 		$359K Sell
699
-29
-4% -$14.6K 0.32% 62
2022
Q1 		$371K Sell
728
-1
-0.1% -$482 0.29% 62
2021
Q4 		$366K Buy
+729
New +$330K 0.28% 63

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cottonwood Capital Advisors's UNH Position: Q2 2025 in Review

Cottonwood Capital Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 563 shares — an estimated $295K sold.

Cottonwood Capital Advisors first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $440K in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Cottonwood Capital Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 563 UnitedHealth shares in Q2 2025, an estimated $295K.
  • Cottonwood Capital Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Cottonwood Capital Advisors's UnitedHealth position peaked at $440K in Q4 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.