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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
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 $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

Cravens & Co Advisors's UNH Position: Q1 2026 in Review

Cravens & Co Advisors increased its UnitedHealth (UNH) stake by 1.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 2,864 shares worth $775K. The position accounts for 0.5% of the portfolio, ranked #40.

Cravens & Co Advisors first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $969K in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cravens & Co Advisors held 2,864 shares of UnitedHealth worth $775K as of Q1 2026.
  • Cravens & Co Advisors bought 45 UnitedHealth shares in Q1 2026, an estimated $13.4K.
  • UnitedHealth made up 0.5% of Cravens & Co Advisors's portfolio in Q1 2026, its #40 holding.
  • Cravens & Co Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Cravens & Co Advisors's UnitedHealth position peaked at $969K in Q3 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cravens & Co Advisors's 13F filing for Q1 2026, filed 14 May 2026.