CWA
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Centennial Wealth Advisory’s UnitedHealth UNH Stock Holding History

Centennial Wealth Advisory’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 		$323K Buy
778
+10
+1% +$3.71K 0.07% 148
2026
Q1 		$208K Buy
+768
New +$229K 0.05% 157
2025
Q2 		– Sell
-906
Closed -$475K – 174
2025
Q1 		$475K Buy
906
+80
+10% +$40.9K 0.17% 83
2024
Q4 		$418K Buy
826
+10
+1% +$5.68K 0.16% 81
2024
Q3 		$477K Buy
816
+82
+11% +$46.4K 0.19% 65
2024
Q2 		$374K Buy
734
+218
+42% +$107K 0.16% 76
2024
Q1 		$255K Buy
516
+111
+27% +$56.4K 0.12% 117
2023
Q4 		$213K Sell
405
-95
-19% -$50.7K 0.11% 126
2023
Q3 		$252K Buy
500
+72
+17% +$35.4K 0.14% 116
2023
Q2 		$206K Buy
+428
New +$209K 0.11% 123

Other funds holding UNH

Swedbank
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
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 $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM