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 Q3	$935K	Buy	2,546 +3	+0.1%	+$1.21K	0.23%	103
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

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

Centurion Wealth Management's UNH Position: Q3 2026 in Review

Centurion Wealth Management increased its UnitedHealth (UNH) stake by 0.12% in Q3 2026, buying an estimated $1.21K and bringing the position to 2,546 shares worth $935K. The position accounts for 0.23% of the portfolio, ranked #103.

Centurion Wealth Management first reported a position in UNH in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q3 2024. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Centurion Wealth Management held 2,546 shares of UnitedHealth worth $935K as of Q3 2026.
Centurion Wealth Management bought 3 UnitedHealth shares in Q3 2026, an estimated $1.21K.
UnitedHealth made up 0.23% of Centurion Wealth Management's portfolio in Q3 2026, its #103 holding.
Centurion Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 9 quarters since.
Centurion Wealth Management's UnitedHealth position peaked at $1.72M in Q3 2024.
1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.