Beirne Wealth Consulting Services’s UnitedHealth UNH Stock Holding History

Beirne Wealth Consulting Services’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	$475K	Sell	1,142 -57	-5%	-$21.1K	0.09%	63
2026 Q1	$324K	Sell	1,199 -9	-0.7%	-$2.68K	0.09%	88
2025 Q4	$399K	Sell	1,208 -5,393	-82%	-$1.83M	0.12%	78
2025 Q3	$2.28M	Buy	+6,601	New	+$2M	0.55%	36
2024 Q4	–	Sell	-371	Closed	-$217K	–	107
2024 Q3	$217K	Buy	+371	New	+$210K	0.08%	92
2024 Q1	–	Sell	-1,720	Closed	-$906K	–	150
2023 Q4	$906K	Buy	+1,720	New	+$917K	0.45%	47
2023 Q1	–	Sell	-30,237	Closed	-$307K	–	113
2022 Q4	$307K	Buy	+30,237	New	+$16M	0.15%	67
2021 Q1	–	Sell	-4,472	Closed	-$1.57M	–	167
2020 Q4	$1.57M	Buy	4,472 +14	+0.3%	+$4.69K	0.78%	23
2020 Q3	$1.39M	Buy	+4,458	New	+$1.37M	0.81%	26
2019 Q2	–	Sell	-4,773	Closed	-$1.18M	–	182
2019 Q1	$1.18M	Sell	4,773 -1,408	-23%	-$359K	0.93%	25
2018 Q4	$1.54M	Buy	+6,181	New	+$1.63M	1.31%	19

Other funds holding UNH

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Handelsbanken Fonder

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM