CWA Asset Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.08M | Buy |
5,006
+617
| +14% | +$229K | 0.06% | 276 |
|
|
2026
Q1 | $1.19M | Buy |
4,389
+331
| +8% | +$98.6K | 0.04% | 358 |
|
|
2025
Q4 | $1.34M | Sell |
4,058
-893
| -18% | -$303K | 0.05% | 309 |
|
|
2025
Q3 | $1.71M | Sell |
4,951
-1,775
| -26% | -$537K | 0.06% | 263 |
|
|
2025
Q2 | $2.1M | Sell |
6,726
-1,792
| -21% | -$685K | 0.09% | 207 |
|
|
2025
Q1 | $4.46M | Sell |
8,518
-1,644
| -16% | -$840K | 0.21% | 105 |
|
|
2024
Q4 | $5.14M | Sell |
10,162
-113
| -1% | -$64.2K | 0.26% | 84 |
|
|
2024
Q3 | $6.01M | Buy |
+10,275
| New | +$5.81M | 0.32% | 70 |
|
|
2024
Q1 | $4.4M | Buy |
8,899
+1,155
| +15% | +$587K | 0.27% | 90 |
|
|
2023
Q4 | $4.08M | Buy |
7,744
+2,143
| +38% | +$1.14M | 0.28% | 86 |
|
|
2023
Q3 | $2.82M | Sell |
5,601
-831
| -13% | -$409K | 0.21% | 100 |
|
|
2023
Q2 | $3.09M | Buy |
6,432
+1,519
| +31% | +$743K | 0.21% | 89 |
|
|
2023
Q1 | $2.32M | Sell |
4,913
-300
| -6% | -$145K | 0.17% | 96 |
|
|
2022
Q4 | $2.76M | Sell |
5,213
-5,741
| -52% | -$3.04M | 0.22% | 95 |
|
|
2022
Q3 | $5.53M | Buy |
10,954
+509
| +5% | +$268K | 0.53% | 47 |
|
|
2022
Q2 | $5.37M | Sell |
10,445
-3,201
| -23% | -$1.61M | 0.5% | 52 |
|
|
2022
Q1 | $6.96M | Buy |
13,646
+35
| +0.3% | +$16.9K | 0.53% | 53 |
|
|
2021
Q4 | $6.83M | Buy |
13,611
+188
| +1% | +$85.1K | 0.51% | 51 |
|
|
2021
Q3 | $5.25M | Buy |
13,423
+10,582
| +372% | +$4.38M | 0.42% | 66 |
|
|
2021
Q2 | $1.15M | Sell |
2,841
-662
| -19% | -$264K | 0.09% | 125 |
|
|
2021
Q1 | $1.3M | Buy |
3,503
+271
| +8% | +$93.9K | 0.12% | 115 |
|
|
2020
Q4 | $1.13M | Sell |
3,232
-293
| -8% | -$98.2K | 0.12% | 117 |
|
|
2020
Q3 | $1.1M | Buy |
3,525
+1,515
| +75% | +$465K | 0.15% | 95 |
|
|
2020
Q2 | $593K | Sell |
2,010
-1,447
| -42% | -$415K | 0.1% | 108 |
|
|
2020
Q1 | $862K | Buy |
3,457
+616
| +22% | +$170K | 0.16% | 89 |
|
|
2019
Q4 | $836K | Sell |
2,841
-541
| -16% | -$142K | 0.13% | 100 |
|
|
2019
Q3 | $732K | Sell |
3,382
-144
| -4% | -$34.7K | 0.12% | 108 |
|
|
2019
Q2 | $860K | Sell |
3,526
-206
| -6% | -$49.5K | 0.15% | 103 |
|
|
2019
Q1 | $923K | Sell |
3,732
-70
| -2% | -$17.9K | 0.18% | 99 |
|
|
2018
Q4 | $947K | Buy |
3,802
+574
| +18% | +$152K | 0.22% | 85 |
|
|
2018
Q3 | $859K | Sell |
3,228
-30
| -0.9% | -$7.8K | 0.19% | 88 |
|
|
2018
Q2 | $799K | Sell |
3,258
-135
| -4% | -$32.4K | 0.19% | 88 |
|
|
2018
Q1 | $726K | Sell |
3,393
-26
| -0.8% | -$5.94K | 0.18% | 93 |
|
|
2017
Q4 | $754K | Buy |
3,419
+230
| +7% | +$48.7K | 0.2% | 87 |
|
|
2017
Q3 | $625K | Sell |
3,189
-220
| -6% | -$42.5K | 0.18% | 87 |
|
|
2017
Q2 | $632K | Sell |
3,409
-416
| -11% | -$72.9K | 0.2% | 86 |
|
|
2017
Q1 | $627K | Buy |
3,825
+332
| +10% | +$54.4K | 0.21% | 83 |
|
|
2016
Q4 | $559K | Sell |
3,493
-50
| -1% | -$7.47K | 0.24% | 90 |
|
|
2016
Q3 | $496K | Sell |
3,543
-150
| -4% | -$21K | 0.28% | 84 |
|
|
2016
Q2 | $521K | Buy |
+3,693
| New | +$492K | 0.32% | 82 |
|
|
2016
Q1 | – | Sell |
-3,793
| Closed | -$446K | – | 130 |
|
|
2015
Q4 | $446K | Buy |
+3,793
| New | +$443K | 0.5% | 68 |
|
Other funds holding UNH
LMFP
PAM
DC
CWA Asset Management Group's UNH Position: Q2 2026 in Review
CWA Asset Management Group increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $229K and bringing the position to 5,006 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #276.
CWA Asset Management Group first reported a position in UNH in Q4 2015 and has held it in 41 quarters since. The position peaked at $6.96M in Q1 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- CWA Asset Management Group held 5,006 shares of UnitedHealth worth $2.08M as of Q2 2026.
- CWA Asset Management Group bought 617 UnitedHealth shares in Q2 2026, an estimated $229K.
- UnitedHealth made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #276 holding.
- CWA Asset Management Group first reported a position in UnitedHealth in Q4 2015 and has held it in 41 quarters since.
- CWA Asset Management Group's UnitedHealth position peaked at $6.96M in Q1 2022.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.