CWS Financial Advisors’s UnitedHealth UNH Stock Holding History

CWS Financial 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	$286K	Buy	+688	New	+$255K	0.06%	137
2026 Q1	–	Sell	-684	Closed	-$226K	–	162
2025 Q4	$226K	Hold	684	–	–	0.06%	140
2025 Q3	$236K	Hold	684	–	–	0.07%	129
2025 Q2	$213K	Hold	684	–	–	0.06%	130
2025 Q1	$358K	Hold	684	–	–	0.11%	97
2024 Q4	$346K	Hold	684	–	–	0.11%	94
2024 Q3	$400K	Hold	684	–	–	0.14%	82
2024 Q2	$348K	Hold	684	–	–	0.14%	80
2024 Q1	$338K	Sell	684 -161	-19%	-$81.8K	0.14%	80
2023 Q4	$445K	Sell	845 -4	-0.5%	-$2.13K	0.17%	93
2023 Q3	$428K	Buy	849 +3	+0.4%	+$1.48K	0.17%	95
2023 Q2	$407K	Buy	846 +5	+0.6%	+$2.44K	0.15%	100
2023 Q1	$397K	Buy	841 +52	+7%	+$25.1K	0.16%	101
2022 Q4	$294K	Sell	789 -80	-9%	-$42.4K	0.13%	108
2022 Q3	$439K	Hold	869	–	–	0.21%	84
2022 Q2	$446K	Hold	869	–	–	0.2%	86
2022 Q1	$443K	Buy	869 +6	+0.7%	+$2.89K	0.17%	90
2021 Q4	$433K	Buy	+863	New	+$391K	0.15%	99
2021 Q2	$320K	Buy	799 +10	+1%	+$3.99K	0.13%	109
2021 Q1	$294K	Buy	789 +8	+1%	+$2.77K	0.13%	108
2020 Q4	$274K	Hold	781	–	–	0.16%	103
2020 Q3	$243K	Hold	781	–	–	0.16%	104
2020 Q2	$230K	Sell	781 -218	-22%	-$62.5K	0.17%	112
2020 Q1	$294K	Hold	999	–	–	0.22%	88
2019 Q4	$294K	Buy	+999	New	+$261K	0.21%	89

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

CWS Financial Advisors's UNH Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 688 shares worth $286K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in UNH as recently as Q4 2025.

CWS Financial Advisors first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $446K in Q2 2022. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

CWS Financial Advisors held 688 shares of UnitedHealth worth $286K as of Q2 2026.
UnitedHealth was a new CWS Financial Advisors position in Q2 2026.
UnitedHealth made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #137 holding.
CWS Financial Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
CWS Financial Advisors's UnitedHealth position peaked at $446K in Q2 2022.
1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.