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Cromwell Holdings’s UnitedHealth UNH Stock Holding History

Cromwell Holdings’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 		$1.11M Buy
2,674
+400
+18% +$148K 0.5% 33
2026
Q1 		$615K Buy
2,274
+504
+28% +$150K 0.35% 50
2025
Q4 		$584K Buy
1,770
+755
+74% +$256K 0.32% 51
2025
Q3 		$350K Sell
1,015
-1,490
-59% -$451K 0.19% 105
2025
Q2 		$781K Sell
2,505
-260
-9% -$99.4K 0.47% 31
2025
Q1 		$1.45M Hold
2,765
– – 0.93% 17
2024
Q4 		$1.4M Hold
2,765
– – 0.81% 18
2024
Q3 		$1.62M Hold
2,765
– – 1.04% 14
2024
Q2 		$1.41M Buy
+2,765
New +$1.36M 0.84% 17

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cromwell Holdings's UNH Position: Q2 2026 in Review

Cromwell Holdings increased its UnitedHealth (UNH) stake by 18% in Q2 2026, buying an estimated $148K and bringing the position to 2,674 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #33.

Cromwell Holdings first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cromwell Holdings held 2,674 shares of UnitedHealth worth $1.11M as of Q2 2026.
  • Cromwell Holdings bought 400 UnitedHealth shares in Q2 2026, an estimated $148K.
  • UnitedHealth made up 0.5% of Cromwell Holdings's portfolio in Q2 2026, its #33 holding.
  • Cromwell Holdings first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's UnitedHealth position peaked at $1.62M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.