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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Centennial Wealth Advisory's UNH Position: Q2 2026 in Review

Centennial Wealth Advisory increased its UnitedHealth (UNH) stake by 1.3% in Q2 2026, buying an estimated $3.71K and bringing the position to 778 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #148.

Centennial Wealth Advisory first reported a position in UNH in Q2 2023 and has held it in 10 quarters since. The position peaked at $477K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Centennial Wealth Advisory held 778 shares of UnitedHealth worth $323K as of Q2 2026.
Centennial Wealth Advisory bought 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
UnitedHealth made up 0.07% of Centennial Wealth Advisory's portfolio in Q2 2026, its #148 holding.
Centennial Wealth Advisory first reported a position in UnitedHealth in Q2 2023 and has held it in 10 quarters since.
Centennial Wealth Advisory's UnitedHealth position peaked at $477K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.