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Crux Wealth Advisors’s UnitedHealth UNH Stock Holding History

Crux Wealth 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 		$338K Sell
813
-7
-0.9% -$2.6K 0.12% 146
2026
Q1 		$222K Sell
820
-16
-2% -$4.76K 0.09% 170
2025
Q4 		$276K Sell
836
-1,280
-60% -$434K 0.1% 147
2025
Q3 		$731K Buy
2,116
+114
+6% +$34.5K 0.29% 84
2025
Q2 		$625K Buy
2,002
+192
+11% +$73.4K 0.27% 97
2025
Q1 		$948K Sell
1,810
-133
-7% -$68K 0.49% 68
2024
Q4 		$983K Buy
+1,943
New +$1.1M 0.55% 62

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Crux Wealth Advisors's UNH Position: Q2 2026 in Review

Crux Wealth Advisors reduced its UnitedHealth (UNH) stake by 0.85% in Q2 2026, selling an estimated $2.6K and leaving 813 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #146.

Crux Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $983K in Q4 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Crux Wealth Advisors held 813 shares of UnitedHealth worth $338K as of Q2 2026.
  • Crux Wealth Advisors sold 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
  • UnitedHealth made up 0.12% of Crux Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • Crux Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's UnitedHealth position peaked at $983K in Q4 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.