CFO
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CVA Family Office’s UnitedHealth UNH Stock Holding History

CVA Family Office’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 		$955K Buy
2,297
+918
+67% +$340K 0.09% 127
2026
Q1 		$373K Sell
1,379
-224
-14% -$66.7K 0.04% 216
2025
Q4 		$529K Sell
1,603
-481
-23% -$163K 0.06% 164
2025
Q3 		$719K Buy
2,084
+391
+23% +$118K 0.09% 133
2025
Q2 		$528K Sell
1,693
-769
-31% -$294K 0.07% 160
2025
Q1 		$1.29M Buy
2,462
+40
+2% +$20.4K 0.2% 80
2024
Q4 		$1.23M Buy
2,422
+100
+4% +$56.8K 0.19% 80
2024
Q3 		$1.36M Buy
2,322
+99
+4% +$56K 0.22% 75
2024
Q2 		$1.13M Sell
2,223
-94
-4% -$46.1K 0.2% 77
2024
Q1 		$1.15M Sell
2,317
-190
-8% -$96.6K 0.2% 80
2023
Q4 		$1.32M Buy
2,507
+47
+2% +$25.1K 0.26% 65
2023
Q3 		$1.24M Buy
2,460
+53
+2% +$26.1K 0.28% 67
2023
Q2 		$1.16M Buy
2,407
+383
+19% +$187K 0.24% 70
2023
Q1 		$957K Buy
2,024
+156
+8% +$75.3K 0.21% 75
2022
Q4 		$990K Sell
1,868
-38
-2% -$20.1K 0.24% 68
2022
Q3 		$963K Buy
1,906
+450
+31% +$237K 0.26% 65
2022
Q2 		$748K Buy
1,456
+60
+4% +$30.1K 0.2% 81
2022
Q1 		$712K Buy
1,396
+100
+8% +$48.2K 0.17% 85
2021
Q4 		$651K Buy
1,296
+1,086
+517% +$492K 0.16% 88
2021
Q3 		$65K Sell
210
-1,086
-84% -$450K 0.05% 155
2021
Q2 		$519K Buy
1,296
+376
+41% +$150K 0.15% 91
2021
Q1 		$342K Buy
920
+710
+338% +$246K 0.13% 95
2020
Q4 		$74K Hold
210
– – 0.05% 154
2020
Q3 		$65K Buy
+210
New +$64.5K 0.05% 155

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

CVA Family Office's UNH Position: Q2 2026 in Review

CVA Family Office increased its UnitedHealth (UNH) stake by 67% in Q2 2026, buying an estimated $340K and bringing the position to 2,297 shares worth $955K. The position accounts for 0.09% of the portfolio, ranked #127.

CVA Family Office first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.36M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CVA Family Office held 2,297 shares of UnitedHealth worth $955K as of Q2 2026.
  • CVA Family Office bought 918 UnitedHealth shares in Q2 2026, an estimated $340K.
  • UnitedHealth made up 0.09% of CVA Family Office's portfolio in Q2 2026, its #127 holding.
  • CVA Family Office first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • CVA Family Office's UnitedHealth position peaked at $1.36M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.