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Benedict Financial Advisors’s UnitedHealth UNH Stock Holding History

Benedict 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 		$343K Buy
825
+4
+0.5% +$1.48K 0.07% 124
2026
Q1 		$222K Sell
821
-60
-7% -$17.9K 0.05% 130
2025
Q4 		$291K Sell
881
-189
-18% -$64K 0.06% 126
2025
Q3 		$370K Sell
1,070
-28
-3% -$8.47K 0.08% 114
2025
Q2 		$343K Sell
1,098
-10
-0.9% -$3.82K 0.08% 109
2025
Q1 		$580K Buy
1,108
+43
+4% +$22K 0.13% 103
2024
Q4 		$539K Buy
1,065
+9
+0.9% +$5.11K 0.13% 102
2024
Q3 		$618K Buy
1,056
+3
+0.3% +$1.7K 0.15% 104
2024
Q2 		$536K Sell
1,053
-20
-2% -$9.8K 0.14% 104
2024
Q1 		$531K Buy
1,073
+206
+24% +$105K 0.13% 106
2023
Q4 		$457K Buy
867
+3
+0.3% +$1.6K 0.12% 106
2023
Q3 		$436K Buy
864
+252
+41% +$124K 0.13% 105
2023
Q2 		$294K Buy
612
+3
+0.5% +$1.47K 0.08% 109
2023
Q1 		$288K Buy
609
+2
+0.3% +$965 0.08% 111
2022
Q4 		$322K Buy
607
+2
+0.3% +$1.06K 0.1% 104
2022
Q3 		$306K Buy
605
+2
+0.3% +$1.05K 0.1% 106
2022
Q2 		$310K Buy
603
+2
+0.3% +$1K 0.09% 108
2022
Q1 		$307K Buy
601
+1
+0.2% +$482 0.08% 112
2021
Q4 		$301K Buy
600
+2
+0.3% +$905 0.08% 115
2021
Q3 		$234K Sell
598
-88
-13% -$36.4K 0.07% 122
2021
Q2 		$275K Sell
686
-70
-9% -$27.9K 0.08% 117
2021
Q1 		$281K Buy
756
+75
+11% +$26K 0.08% 113
2020
Q4 		$239K Buy
681
+2
+0.3% +$670 0.09% 98
2020
Q3 		$212K Buy
+679
New +$209K 0.08% 99

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Benedict Financial Advisors increased its UnitedHealth (UNH) stake by 0.49% in Q2 2026, buying an estimated $1.48K and bringing the position to 825 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #124.

Benedict Financial Advisors first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $618K in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Benedict Financial Advisors held 825 shares of UnitedHealth worth $343K as of Q2 2026.
  • Benedict Financial Advisors bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
  • UnitedHealth made up 0.07% of Benedict Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Benedict Financial Advisors first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Benedict Financial Advisors's UnitedHealth position peaked at $618K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.