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Cravens & Co Advisors’s UnitedHealth UNH Stock Holding History

Cravens & Co 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
2026
Q2 		$975K Sell
2,346
-518
-18% -$192K 0.65% 34
2026
Q1 		$775K Buy
2,864
+45
+2% +$13.4K 0.5% 40
2025
Q4 		$941K Buy
2,819
+12
+0.4% +$4.07K 0.62% 34
2025
Q3 		$969K Buy
+2,807
New +$849K 0.66% 34

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cravens & Co Advisors's UNH Position: Q2 2026 in Review

Cravens & Co Advisors reduced its UnitedHealth (UNH) stake by 18% in Q2 2026, selling an estimated $192K and leaving 2,346 shares worth $975K. The position accounts for 0.65% of the portfolio, ranked #34.

Cravens & Co Advisors first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cravens & Co Advisors held 2,346 shares of UnitedHealth worth $975K as of Q2 2026.
  • Cravens & Co Advisors sold 518 UnitedHealth shares in Q2 2026, an estimated $192K.
  • UnitedHealth made up 0.65% of Cravens & Co Advisors's portfolio in Q2 2026, its #34 holding.
  • Cravens & Co Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cravens & Co Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.