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 Q2	$88.1K	Buy	212 +66	+45%	+$24.5K	0.02%	140
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Capital Management Investments's UNH Position: Q2 2026 in Review

Creative Capital Management Investments increased its UnitedHealth (UNH) stake by 45% in Q2 2026, buying an estimated $24.5K and bringing the position to 212 shares worth $88.1K. The position accounts for 0.02% of the portfolio, ranked #140.

Creative Capital Management Investments first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $93.5K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Creative Capital Management Investments held 212 shares of UnitedHealth worth $88.1K as of Q2 2026.
Creative Capital Management Investments bought 66 UnitedHealth shares in Q2 2026, an estimated $24.5K.
UnitedHealth made up 0.02% of Creative Capital Management Investments's portfolio in Q2 2026, its #140 holding.
Creative Capital Management Investments first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's UnitedHealth position peaked at $93.5K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.