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Crewe Advisors’s UnitedHealth UNH Stock Holding History

Crewe 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
Q2 		$255K Buy
613
+113
+23% +$41.9K 0.02% 204
2026
Q1 		$135K Hold
500
– – 0.01% 246
2025
Q4 		$165K Sell
500
-150
-23% -$50.8K 0.01% 224
2025
Q3 		$224K Sell
650
-37
-5% -$11.2K 0.02% 193
2025
Q2 		$214K Buy
+687
New +$263K 0.03% 145
2024
Q3 		– Sell
-1,529
Closed -$779K – 982
2024
Q2 		$779K Sell
1,529
-523
-25% -$256K 0.09% 77
2024
Q1 		$1.02M Buy
+2,052
New +$1.04M 0.12% 69
2023
Q3 		– Sell
-1,123
Closed -$540K – 899
2023
Q2 		$540K Sell
1,123
-394
-26% -$193K 0.08% 75
2023
Q1 		$717K Sell
1,517
-16
-1% -$7.72K 0.1% 65
2022
Q4 		$813K Buy
1,533
+29
+2% +$15.4K 0.13% 58
2022
Q3 		$760K Buy
1,504
+191
+15% +$100K 0.14% 53
2022
Q2 		$674K Buy
1,313
+416
+46% +$209K 0.15% 45
2022
Q1 		$457K Buy
897
+270
+43% +$130K 0.09% 57
2021
Q4 		$315K Buy
627
+617
+6,170% +$279K 0.06% 60
2021
Q3 		$4K Hold
10
– – ﹤0.01% 323
2021
Q2 		$4K Sell
10
-10
-50% -$3.99K ﹤0.01% 355
2021
Q1 		$7K Sell
20
-16
-44% -$5.54K ﹤0.01% 337
2020
Q4 		$13K Sell
36
-42
-54% -$14.1K 0.01% 233
2020
Q3 		$24K Buy
+78
New +$24K 0.01% 171
2019
Q3 		– Sell
-5
Closed -$1K – 305
2019
Q2 		$1K Hold
5
– – ﹤0.01% 296
2019
Q1 		$1K Sell
5
-95
-95% -$24.2K ﹤0.01% 242
2018
Q4 		$25K Buy
+100
New +$26.4K 0.01% 152
2018
Q2 		– Sell
-14
Closed -$3K – 283
2018
Q1 		$3K Hold
14
– – ﹤0.01% 252
2017
Q4 		$3K Buy
+14
New +$2.97K ﹤0.01% 251

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 $3.37T AUM 44.26% 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

Crewe Advisors's UNH Position: Q2 2026 in Review

Crewe Advisors increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $41.9K and bringing the position to 613 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #204.

Crewe Advisors first reported a position in UNH in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.02M in Q1 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Crewe Advisors held 613 shares of UnitedHealth worth $255K as of Q2 2026.
  • Crewe Advisors bought 113 UnitedHealth shares in Q2 2026, an estimated $41.9K.
  • UnitedHealth made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #204 holding.
  • Crewe Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 24 quarters since.
  • Crewe Advisors's UnitedHealth position peaked at $1.02M in Q1 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.