Creative Capital Management Investments’s UnitedHealth UNH Stock Holding History

Creative Capital Management Investments’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	$39.5K	Hold	146	–	–	0.01%	128
2025 Q4	$48.2K	Hold	146	–	–	0.01%	118
2025 Q3	$50.4K	Sell	146 -10	-6%	-$3.02K	0.02%	114
2025 Q2	$48.7K	Buy	156 +10	+7%	+$3.82K	0.02%	121
2025 Q1	$76.5K	Hold	146	–	–	0.03%	88
2024 Q4	$73.9K	Sell	146 -14	-9%	-$7.96K	0.03%	88
2024 Q3	$93.5K	Hold	160	–	–	0.04%	74
2024 Q2	$81.5K	Hold	160	–	–	0.04%	71
2024 Q1	$79.2K	Hold	160	–	–	0.04%	70
2023 Q4	$84.2K	Hold	160	–	–	0.05%	66
2023 Q3	$80.7K	Buy	160 +72	+82%	+$35.4K	0.06%	67
2023 Q2	$42.3K	Sell	88 -107	-55%	-$52.3K	0.03%	90
2023 Q1	$92.2K	Buy	195 +163	+509%	+$78.7K	0.07%	72
2022 Q4	$17K	Buy	+32	New	+$17K	0.01%	108

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creative Capital Management Investments's UNH Position: Q1 2026 in Review

Creative Capital Management Investments held its UnitedHealth (UNH) position steady in Q1 2026 at 146 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #128.

Creative Capital Management Investments first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $93.5K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Creative Capital Management Investments held 146 shares of UnitedHealth worth $39.5K as of Q1 2026.
Creative Capital Management Investments left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #128 holding.
Creative Capital Management Investments first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Creative Capital Management Investments's UnitedHealth position peaked at $93.5K in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.