Canvas Wealth Advisors’s UnitedHealth UNH Stock Holding History

Canvas Wealth 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	$363K	Buy	+874	New	+$324K	0.05%	171
2026 Q1	–	Sell	-816	Closed	-$269K	–	257
2025 Q4	$269K	Sell	816 -187	-19%	-$63.4K	0.05%	176
2025 Q3	$361K	Buy	+1,003	New	+$303K	0.07%	134
2025 Q2	–	Sell	-966	Closed	-$413K	–	212
2025 Q1	$413K	Sell	966 -255	-21%	-$130K	0.11%	112
2024 Q4	$618K	Buy	1,221 +3	+0.2%	+$1.71K	0.16%	88
2024 Q3	$712K	Buy	1,218 +284	+30%	+$161K	0.2%	71
2024 Q2	$538K	Buy	934 +67	+8%	+$32.8K	0.17%	77
2024 Q1	$415K	Buy	867 +72	+9%	+$36.6K	0.14%	84
2023 Q4	$415K	Buy	795 +50	+7%	+$26.7K	0.15%	80
2023 Q3	$392K	Buy	745 +17	+2%	+$8.37K	0.16%	78
2023 Q2	$370K	Sell	728 -187	-20%	-$91.4K	0.14%	87
2023 Q1	$449K	Buy	915 +236	+35%	+$114K	0.19%	75
2022 Q4	$323K	Buy	679 +31	+5%	+$16.4K	0.14%	106
2022 Q3	$352K	Buy	648 +135	+26%	+$71K	0.15%	87
2022 Q2	$263K	Sell	513 -267	-34%	-$134K	0.11%	107
2022 Q1	$390K	Buy	780 +376	+93%	+$181K	0.14%	103
2021 Q4	$203K	Buy	+404	New	+$183K	0.07%	131

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Canvas Wealth Advisors's UNH Position: Q2 2026 in Review

Canvas Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 874 shares worth $363K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Canvas Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

Canvas Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $712K in Q3 2024. 1,717 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Canvas Wealth Advisors held 874 shares of UnitedHealth worth $363K as of Q2 2026.
UnitedHealth was a new Canvas Wealth Advisors position in Q2 2026.
UnitedHealth made up 0.05% of Canvas Wealth Advisors's portfolio in Q2 2026, its #171 holding.
Canvas Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
Canvas Wealth Advisors's UnitedHealth position peaked at $712K in Q3 2024.
1,717 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.