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 Q3	$300K	Buy	816 +38	+5%	+$15.3K	0.06%	161
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Centennial Wealth Advisory's UNH Position: Q3 2026 in Review

Centennial Wealth Advisory increased its UnitedHealth (UNH) stake by 4.9% in Q3 2026, buying an estimated $15.3K and bringing the position to 816 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #161.

Centennial Wealth Advisory first reported a position in UNH in Q2 2023 and has held it in 11 quarters since. The position peaked at $477K in Q3 2024. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Centennial Wealth Advisory held 816 shares of UnitedHealth worth $300K as of Q3 2026.
Centennial Wealth Advisory bought 38 UnitedHealth shares in Q3 2026, an estimated $15.3K.
UnitedHealth made up 0.06% of Centennial Wealth Advisory's portfolio in Q3 2026, its #161 holding.
Centennial Wealth Advisory first reported a position in UnitedHealth in Q2 2023 and has held it in 11 quarters since.
Centennial Wealth Advisory's UnitedHealth position peaked at $477K in Q3 2024.
2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.