CFS
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CRA Financial Services’s UnitedHealth UNH Stock Holding History

CRA Financial Services’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 		$917K Buy
2,207
+173
+9% +$64.1K 0.11% 142
2026
Q1 		$550K Sell
2,034
-244
-11% -$72.7K 0.07% 170
2025
Q4 		$752K Sell
2,278
-171
-7% -$57.9K 0.1% 139
2025
Q3 		$846K Sell
2,449
-414
-14% -$125K 0.12% 124
2025
Q2 		$893K Sell
2,863
-20
-0.7% -$7.64K 0.14% 120
2025
Q1 		$1.51M Sell
2,883
-98
-3% -$50.1K 0.26% 77
2024
Q4 		$1.51M Sell
2,981
-126
-4% -$71.6K 0.26% 71
2024
Q3 		$1.82M Sell
3,107
-19
-0.6% -$10.7K 0.33% 55
2024
Q2 		$1.59M Buy
3,126
+3
+0.1% +$1.47K 0.32% 57
2024
Q1 		$1.55M Buy
3,123
+49
+2% +$24.9K 0.34% 58
2023
Q4 		$1.62M Sell
3,074
-129
-4% -$68.8K 0.4% 53
2023
Q3 		$1.61M Buy
3,203
+24
+0.8% +$11.8K 0.44% 47
2023
Q2 		$1.53M Buy
3,179
+36
+1% +$17.6K 0.41% 48
2023
Q1 		$1.49M Buy
3,143
+2
+0.1% +$965 0.44% 45
2022
Q4 		$1.67M Buy
3,141
+90
+3% +$47.7K 0.55% 38
2022
Q3 		$1.54M Sell
3,051
-9
-0.3% -$4.73K 0.55% 35
2022
Q2 		$1.57M Sell
3,060
-52
-2% -$26.1K 0.54% 34
2022
Q1 		$1.59M Buy
3,112
+37
+1% +$17.8K 0.48% 39
2021
Q4 		$1.54M Buy
3,075
+48
+2% +$21.7K 0.46% 39
2021
Q3 		$1.18M Sell
3,027
-37
-1% -$15.3K 0.4% 43
2021
Q2 		$1.23M Buy
3,064
+17
+0.6% +$6.78K 0.43% 42
2021
Q1 		$1.13M Sell
3,047
-38
-1% -$13.2K 0.44% 41
2020
Q4 		$1.08M Buy
3,085
+92
+3% +$30.8K 0.45% 37
2020
Q3 		$933K Sell
2,993
-136
-4% -$41.8K 0.45% 43
2020
Q2 		$923K Sell
3,129
-157
-5% -$45K 0.49% 40
2020
Q1 		$819K Buy
3,286
+219
+7% +$60.3K 0.52% 43
2019
Q4 		$902K Buy
3,067
+192
+7% +$50.2K 0.49% 46
2019
Q3 		$625K Buy
2,875
+74
+3% +$17.9K 0.38% 61
2019
Q2 		$683K Buy
2,801
+1,009
+56% +$243K 0.41% 55
2019
Q1 		$444K Buy
1,792
+47
+3% +$12K 0.29% 82
2018
Q4 		$435K Buy
+1,745
New +$461K 0.31% 78

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

CRA Financial Services's UNH Position: Q2 2026 in Review

CRA Financial Services increased its UnitedHealth (UNH) stake by 8.5% in Q2 2026, buying an estimated $64.1K and bringing the position to 2,207 shares worth $917K. The position accounts for 0.11% of the portfolio, ranked #142.

CRA Financial Services first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.82M in Q3 2024. 1,872 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CRA Financial Services held 2,207 shares of UnitedHealth worth $917K as of Q2 2026.
  • CRA Financial Services bought 173 UnitedHealth shares in Q2 2026, an estimated $64.1K.
  • UnitedHealth made up 0.11% of CRA Financial Services's portfolio in Q2 2026, its #142 holding.
  • CRA Financial Services first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's UnitedHealth position peaked at $1.82M in Q3 2024.
  • 1,872 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.