Crestwood Advisors Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.43M | Buy |
8,258
+2,728
| +49% | +$1.01M | 0.05% | 187 |
|
|
2026
Q1 | $1.5M | Sell |
5,530
-368
| -6% | -$110K | 0.03% | 256 |
|
|
2025
Q4 | $1.95M | Buy |
5,898
+771
| +15% | +$261K | 0.03% | 218 |
|
|
2025
Q3 | $1.77M | Buy |
5,127
+708
| +16% | +$214K | 0.03% | 224 |
|
|
2025
Q2 | $1.38M | Sell |
4,419
-938
| -18% | -$358K | 0.02% | 246 |
|
|
2025
Q1 | $2.81M | Buy |
5,357
+1,210
| +29% | +$619K | 0.05% | 172 |
|
|
2024
Q4 | $2.1M | Buy |
4,147
+269
| +7% | +$153K | 0.04% | 185 |
|
|
2024
Q3 | $2.27M | Buy |
3,878
+831
| +27% | +$470K | 0.04% | 176 |
|
|
2024
Q2 | $1.55M | Buy |
3,047
+188
| +7% | +$92.1K | 0.03% | 194 |
|
|
2024
Q1 | $1.41M | Buy |
2,859
+149
| +5% | +$75.7K | 0.03% | 195 |
|
|
2023
Q4 | $1.43M | Buy |
2,710
+299
| +12% | +$159K | 0.03% | 184 |
|
|
2023
Q3 | $1.22M | Buy |
2,411
+1,333
| +124% | +$656K | 0.03% | 180 |
|
|
2023
Q2 | $518K | Buy |
1,078
+173
| +19% | +$84.6K | 0.02% | 180 |
|
|
2023
Q1 | $428K | Sell |
905
-1,041
| -53% | -$502K | 0.01% | 195 |
|
|
2022
Q4 | $1.03M | Buy |
1,946
+692
| +55% | +$367K | 0.04% | 141 |
|
|
2022
Q3 | $633K | Buy |
1,254
+486
| +63% | +$256K | 0.02% | 170 |
|
|
2022
Q2 | $394K | Sell |
768
-83
| -10% | -$41.7K | 0.01% | 204 |
|
|
2022
Q1 | $434K | Sell |
851
-83
| -9% | -$40K | 0.01% | 207 |
|
|
2021
Q4 | $469K | Buy |
934
+45
| +5% | +$20.4K | 0.01% | 210 |
|
|
2021
Q3 | $347K | Sell |
889
-58
| -6% | -$24K | 0.01% | 219 |
|
|
2021
Q2 | $379K | Sell |
947
-17
| -2% | -$6.78K | 0.01% | 210 |
|
|
2021
Q1 | $359K | Buy |
+964
| New | +$334K | 0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-1,709
| Closed | -$502K | – | 253 |
|
|
2019
Q4 | $502K | Buy |
1,709
+778
| +84% | +$204K | 0.02% | 178 |
|
|
2019
Q3 | $202K | Sell |
931
-245
| -21% | -$59.1K | 0.01% | 241 |
|
|
2019
Q2 | $287K | Buy |
+1,176
| New | +$283K | 0.01% | 196 |
|
|
2017
Q2 | – | Sell |
-280
| Closed | -$49K | – | 406 |
|
|
2017
Q1 | $49K | Buy |
+280
| New | +$45.9K | ﹤0.01% | 264 |
|
|
2016
Q2 | – | Sell |
-7,523
| Closed | -$970K | – | 144 |
|
|
2016
Q1 | $970K | Hold |
7,523
| – | – | 0.11% | 66 |
|
|
2015
Q4 | $885K | Buy |
7,523
+600
| +9% | +$70.1K | 0.11% | 72 |
|
|
2015
Q3 | $803K | Sell |
6,923
-4,802
| -41% | -$575K | 0.1% | 70 |
|
|
2015
Q2 | $1.43M | Buy |
11,725
+8,965
| +325% | +$1.06M | 0.19% | 52 |
|
|
2015
Q1 | $326K | Buy |
+2,760
| New | +$307K | 0.05% | 102 |
|
Other funds holding UNH
VAM
Crestwood Advisors Group's UNH Position: Q2 2026 in Review
Crestwood Advisors Group increased its UnitedHealth (UNH) stake by 49% in Q2 2026, buying an estimated $1.01M and bringing the position to 8,258 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #187.
Crestwood Advisors Group first reported a position in UNH in Q1 2015 and has held it in 31 quarters since. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Crestwood Advisors Group held 8,258 shares of UnitedHealth worth $3.43M as of Q2 2026.
- Crestwood Advisors Group bought 2,728 UnitedHealth shares in Q2 2026, an estimated $1.01M.
- UnitedHealth made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #187 holding.
- Crestwood Advisors Group first reported a position in UnitedHealth in Q1 2015 and has held it in 31 quarters since.
- 1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.