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Crestmont Private Wealth’s UnitedHealth UNH Stock Holding History

Crestmont Private Wealth’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 		$205K Buy
+494
New +$183K 0.06% 101
2024
Q4 		– Sell
-371
Closed -$217K – 119
2024
Q3 		$217K Buy
+371
New +$210K 0.09% 96

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

Crestmont Private Wealth's UNH Position: Q2 2026 in Review

Crestmont Private Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 494 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings. This is a return to the name: Crestmont Private Wealth previously reported a position in UNH as recently as Q3 2024.

Crestmont Private Wealth first reported a position in UNH in Q3 2024 and has held it in 2 quarters since. The position peaked at $217K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Crestmont Private Wealth held 494 shares of UnitedHealth worth $205K as of Q2 2026.
  • UnitedHealth was a new Crestmont Private Wealth position in Q2 2026.
  • UnitedHealth made up 0.06% of Crestmont Private Wealth's portfolio in Q2 2026, its #101 holding.
  • Crestmont Private Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 2 quarters since.
  • Crestmont Private Wealth's UnitedHealth position peaked at $217K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.