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CVFG LLC’s UnitedHealth UNH Stock Holding History

CVFG LLC’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 		$2.08M Sell
4,996
-299
-6% -$111K 0.22% 100
2026
Q1 		$1.43M Buy
5,295
+4,467
+539% +$1.33M 0.18% 117
2025
Q4 		$273K Buy
828
+98
+13% +$33.2K 0.19% 86
2025
Q3 		$252K Buy
+730
New +$221K 0.18% 86
2025
Q2 		– Sell
-489
Closed -$256K – 98
2025
Q1 		$256K Buy
489
+28
+6% +$14.3K 0.23% 77
2024
Q4 		$233K Buy
+461
New +$262K 0.21% 80

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

CVFG LLC's UNH Position: Q2 2026 in Review

CVFG LLC reduced its UnitedHealth (UNH) stake by 5.6% in Q2 2026, selling an estimated $111K and leaving 4,996 shares worth $2.08M. The position accounts for 0.22% of the portfolio, ranked #100.

CVFG LLC first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CVFG LLC held 4,996 shares of UnitedHealth worth $2.08M as of Q2 2026.
  • CVFG LLC sold 299 UnitedHealth shares in Q2 2026, an estimated $111K.
  • UnitedHealth made up 0.22% of CVFG LLC's portfolio in Q2 2026, its #100 holding.
  • CVFG LLC first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.