Community Financial Services Group’s UnitedHealth UNH Stock Holding History

Community Financial Services Group’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	$93.4K	Hold	219	–	–	0.01%	176
2026 Q1	$60K	Buy	+219	New	+$65.2K	0.01%	179
2025 Q3	–	Sell	-14,220	Closed	-$4.44M	–	102
2025 Q2	$4.44M	Buy	14,220 +305	+2%	+$117K	0.88%	41
2025 Q1	$7.29M	Buy	13,915 +978	+8%	+$500K	1.58%	21
2024 Q4	$6.54M	Buy	12,937 +634	+5%	+$360K	1.3%	24
2024 Q3	$7.19M	Buy	12,303 +436	+4%	+$247K	1.47%	19
2024 Q2	$6.04M	Buy	11,867 +774	+7%	+$379K	1.3%	24
2024 Q1	$5.49M	Buy	+11,093	New	+$5.64M	1.25%	19
2023 Q3	$1.22M	Buy	+2,416	New	+$1.19M	0.31%	51

Other funds holding UNH

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return