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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CVFG LLC's UNH Position: Q1 2026 in Review

CVFG LLC increased its UnitedHealth (UNH) stake by 539% in Q1 2026, buying an estimated $1.33M and bringing the position to 5,295 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #117.

CVFG LLC first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CVFG LLC held 5,295 shares of UnitedHealth worth $1.43M as of Q1 2026.
  • CVFG LLC bought 4,467 UnitedHealth shares in Q1 2026, an estimated $1.33M.
  • UnitedHealth made up 0.18% of CVFG LLC's portfolio in Q1 2026, its #117 holding.
  • CVFG LLC first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CVFG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.