CWM
UNH icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cranbrook Wealth Management's UNH Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its UnitedHealth (UNH) stake by 78% in Q1 2026, selling an estimated $89.9K and leaving 87 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Cranbrook Wealth Management first reported a position in UNH in Q3 2019 and has held it in 22 quarters since. The position peaked at $128K in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cranbrook Wealth Management held 87 shares of UnitedHealth worth $23.5K as of Q1 2026.
  • Cranbrook Wealth Management sold 302 UnitedHealth shares in Q1 2026, an estimated $89.9K.
  • UnitedHealth made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Cranbrook Wealth Management first reported a position in UnitedHealth in Q3 2019 and has held it in 22 quarters since.
  • Cranbrook Wealth Management's UnitedHealth position peaked at $128K in Q4 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.