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CWC Advisors’s UnitedHealth UNH Stock Holding History

CWC 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 		$2.86M Sell
6,879
-342
-5% -$127K 1.27% 24
2026
Q1 		$1.95M Buy
7,221
+264
+4% +$78.6K 0.93% 31
2025
Q4 		$2.3M Sell
6,957
-320
-4% -$108K 1.11% 28
2025
Q3 		$2.51M Buy
7,277
+2,907
+67% +$879K 1.23% 27
2025
Q2 		$1.36M Buy
4,370
+1,393
+47% +$532K 0.7% 35
2025
Q1 		$1.56M Buy
2,977
+1,092
+58% +$558K 0.89% 31
2024
Q4 		$954K Buy
1,885
+42
+2% +$23.9K 0.95% 31
2024
Q3 		$1.08M Buy
+1,843
New +$1.04M 1.06% 28

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

CWC Advisors's UNH Position: Q2 2026 in Review

CWC Advisors reduced its UnitedHealth (UNH) stake by 4.7% in Q2 2026, selling an estimated $127K and leaving 6,879 shares worth $2.86M. The position accounts for 1.27% of the portfolio, ranked #24.

CWC Advisors first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CWC Advisors held 6,879 shares of UnitedHealth worth $2.86M as of Q2 2026.
  • CWC Advisors sold 342 UnitedHealth shares in Q2 2026, an estimated $127K.
  • UnitedHealth made up 1.27% of CWC Advisors's portfolio in Q2 2026, its #24 holding.
  • CWC Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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