Centaurus Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.43M | Sell |
10,661
-1,206
| -10% | -$447K | 0.17% | 132 |
|
|
2026
Q1 | $3.21M | Sell |
11,867
-323
| -3% | -$96.2K | 0.15% | 138 |
|
|
2025
Q4 | $4.02M | Buy |
12,190
+4,622
| +61% | +$1.57M | 0.18% | 119 |
|
|
2025
Q3 | $2.61M | Sell |
7,568
-8,390
| -53% | -$2.54M | 0.12% | 167 |
|
|
2025
Q2 | $4.98M | Buy |
15,958
+1,237
| +8% | +$473K | 0.29% | 81 |
|
|
2025
Q1 | $7.71M | Buy |
14,721
+449
| +3% | +$230K | 0.47% | 54 |
|
|
2024
Q4 | $7.22M | Buy |
14,272
+8,881
| +165% | +$5.05M | 0.44% | 54 |
|
|
2024
Q3 | $3.15M | Sell |
5,391
-952
| -15% | -$538K | 0.2% | 108 |
|
|
2024
Q2 | $3.23M | Buy |
6,343
+2,757
| +77% | +$1.35M | 0.22% | 107 |
|
|
2024
Q1 | $1.77M | Buy |
3,586
+1,318
| +58% | +$670K | 0.12% | 161 |
|
|
2023
Q4 | $1.19M | Sell |
2,268
-2,920
| -56% | -$1.56M | 0.09% | 211 |
|
|
2023
Q3 | $2.62M | Sell |
5,188
-874
| -14% | -$430K | 0.23% | 101 |
|
|
2023
Q2 | $2.91M | Buy |
6,062
+2,860
| +89% | +$1.4M | 0.26% | 99 |
|
|
2023
Q1 | $1.51M | Sell |
3,202
-590
| -16% | -$285K | 0.12% | 191 |
|
|
2022
Q4 | $2.01M | Sell |
3,792
-379
| -9% | -$201K | 0.19% | 135 |
|
|
2022
Q3 | $2.11M | Buy |
4,171
+847
| +25% | +$445K | 0.21% | 124 |
|
|
2022
Q2 | $1.71M | Sell |
3,324
-16
| -0.5% | -$8.04K | 0.17% | 154 |
|
|
2022
Q1 | $1.7M | Buy |
3,340
+1,626
| +95% | +$784K | 0.13% | 183 |
|
|
2021
Q4 | $861K | Buy |
1,714
+114
| +7% | +$51.6K | 0.07% | 305 |
|
|
2021
Q3 | $625K | Buy |
1,600
+58
| +4% | +$24K | 0.05% | 364 |
|
|
2021
Q2 | $618K | Buy |
1,542
+32
| +2% | +$12.8K | 0.05% | 372 |
|
|
2021
Q1 | $562K | Buy |
1,510
+74
| +5% | +$25.6K | 0.06% | 345 |
|
|
2020
Q4 | $503K | Buy |
1,436
+194
| +16% | +$65K | 0.05% | 359 |
|
|
2020
Q3 | $387K | Sell |
1,242
-150
| -11% | -$46.1K | 0.05% | 315 |
|
|
2020
Q2 | $411K | Buy |
1,392
+14
| +1% | +$4.01K | 0.06% | 296 |
|
|
2020
Q1 | $344K | Sell |
1,378
-2,446
| -64% | -$673K | 0.07% | 258 |
|
|
2019
Q4 | $1.12M | Sell |
3,824
-431
| -10% | -$113K | 0.16% | 153 |
|
|
2019
Q3 | $925K | Buy |
4,255
+399
| +10% | +$96.3K | 0.14% | 180 |
|
|
2019
Q2 | $941K | Sell |
3,856
-2,700
| -41% | -$649K | 0.15% | 169 |
|
|
2019
Q1 | $1.62M | Buy |
6,556
+4,556
| +228% | +$1.16M | 0.28% | 92 |
|
|
2018
Q4 | $558K | Hold |
2,000
| – | – | 0.12% | 179 |
|
|
2018
Q3 | $611K | Sell |
2,000
-824
| -29% | -$214K | 0.11% | 209 |
|
|
2018
Q2 | $693K | Buy |
2,824
+666
| +31% | +$160K | 0.1% | 226 |
|
|
2018
Q1 | $462K | Sell |
2,158
-5,090
| -70% | -$1.16M | 0.11% | 208 |
|
|
2017
Q4 | $1.6M | Buy |
+7,248
| New | +$1.54M | 0.41% | 67 |
|
Other funds holding UNH
Centaurus Financial's UNH Position: Q2 2026 in Review
Centaurus Financial reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $447K and leaving 10,661 shares worth $4.43M. The position accounts for 0.17% of the portfolio, ranked #132.
Centaurus Financial first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.71M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Centaurus Financial held 10,661 shares of UnitedHealth worth $4.43M as of Q2 2026.
- Centaurus Financial sold 1,206 UnitedHealth shares in Q2 2026, an estimated $447K.
- UnitedHealth made up 0.17% of Centaurus Financial's portfolio in Q2 2026, its #132 holding.
- Centaurus Financial first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
- Centaurus Financial's UnitedHealth position peaked at $7.71M in Q1 2025.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.