Centurion Wealth Management’s UnitedHealth UNH Stock Holding History

Centurion Wealth Management’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	$1.06M	Buy	2,543 +60	+2%	+$22.2K	0.25%	94
2026 Q1	$672K	Sell	2,483 -107	-4%	-$31.9K	0.15%	128
2025 Q4	$855K	Sell	2,590 -218	-8%	-$73.9K	0.19%	96
2025 Q3	$970K	Buy	2,808 +940	+50%	+$284K	0.22%	88
2025 Q2	$583K	Sell	1,868 -1,157	-38%	-$442K	0.17%	103
2025 Q1	$1.53M	Hold	3,025	–	–	0.48%	49
2024 Q4	$1.53M	Buy	3,025 +86	+3%	+$48.9K	0.48%	49
2024 Q3	$1.72M	Buy	+2,939	New	+$1.66M	0.55%	40

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Centurion Wealth Management's UNH Position: Q2 2026 in Review

Centurion Wealth Management increased its UnitedHealth (UNH) stake by 2.4% in Q2 2026, buying an estimated $22.2K and bringing the position to 2,543 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #94.

Centurion Wealth Management first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Centurion Wealth Management held 2,543 shares of UnitedHealth worth $1.06M as of Q2 2026.
Centurion Wealth Management bought 60 UnitedHealth shares in Q2 2026, an estimated $22.2K.
UnitedHealth made up 0.25% of Centurion Wealth Management's portfolio in Q2 2026, its #94 holding.
Centurion Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
Centurion Wealth Management's UnitedHealth position peaked at $1.72M in Q3 2024.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.