CRA Financial Services’s UnitedHealth UNH Stock Holding History
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
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. 3,394 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.
- 3,394 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.