Cranbrook Wealth Management’s UnitedHealth UNH Stock Holding History

Cranbrook Wealth Management’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	$27.2K	Hold	74	–	–	0.01%	227
2026 Q2	$30.8K	Sell	74 -13	-15%	-$4.82K	0.01%	229
2026 Q1	$23.5K	Sell	87 -302	-78%	-$89.9K	﹤0.01%	234
2025 Q4	$128K	Buy	389 +302	+347%	+$102K	0.03%	147
2025 Q3	$30K	Hold	87	–	–	0.01%	230
2025 Q2	$27.1K	Hold	87	–	–	0.01%	227
2025 Q1	$45.6K	Buy	87 +14	+19%	+$7.16K	0.01%	194
2024 Q4	$36.9K	Hold	73	–	–	0.01%	203
2024 Q3	$42.7K	Buy	73 +13	+22%	+$7.35K	0.01%	198
2024 Q2	$30.6K	Hold	60	–	–	0.01%	203
2024 Q1	$29.7K	Hold	60	–	–	0.01%	183
2023 Q4	$31.6K	Hold	60	–	–	0.01%	175
2023 Q3	$30.3K	Hold	60	–	–	0.01%	174
2023 Q2	$28.8K	Hold	60	–	–	0.01%	180
2023 Q1	$28.4K	Hold	60	–	–	0.01%	180
2022 Q4	$31.8K	Hold	60	–	–	0.01%	178
2022 Q3	$30K	Hold	60	–	–	0.01%	193
2022 Q2	$31K	Hold	60	–	–	0.01%	196
2022 Q1	$31K	Hold	60	–	–	0.01%	217
2021 Q4	$30K	Hold	60	–	–	0.01%	214
2021 Q3	$23K	Buy	+60	New	+$24.9K	0.01%	245
2021 Q2	–	Sell	-41	Closed	-$15K	–	386
2021 Q1	$15K	Buy	41 +8	+24%	+$2.77K	﹤0.01%	260
2020 Q4	$12K	Buy	+33	New	+$11.1K	﹤0.01%	228
2019 Q4	–	Sell	-95	Closed	-$21K	–	283
2019 Q3	$21K	Buy	+95	New	+$22.9K	0.01%	167

Other funds holding UNH

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cranbrook Wealth Management's UNH Position: Q3 2026 in Review

Cranbrook Wealth Management held its UnitedHealth (UNH) position steady in Q3 2026 at 74 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #227.

Cranbrook Wealth Management first reported a position in UNH in Q3 2019 and has held it in 24 quarters since. The position peaked at $128K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Cranbrook Wealth Management held 74 shares of UnitedHealth worth $27.2K as of Q3 2026.
Cranbrook Wealth Management left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.01% of Cranbrook Wealth Management's portfolio in Q3 2026, its #227 holding.
Cranbrook Wealth Management first reported a position in UnitedHealth in Q3 2019 and has held it in 24 quarters since.
Cranbrook Wealth Management's UnitedHealth position peaked at $128K in Q4 2025.
2,740 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.