Concord Asset Management (Virginia)’s UnitedHealth UNH Stock Holding History

Concord Asset Management (Virginia)’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 Q1	$1.9M	Buy	7,040 +1,745	+33%	+$520K	0.32%	71
2025 Q4	$1.75M	Buy	5,295 +126	+2%	+$42.7K	0.3%	76
2025 Q3	$1.78M	Buy	5,169 +32	+0.6%	+$9.68K	0.32%	74
2025 Q2	$1.6M	Buy	5,137 +2	+0%	+$764	0.24%	98
2025 Q1	$2.2M	Sell	5,135 -2,412	-32%	-$1.23M	0.48%	55
2024 Q4	$3.82M	Buy	7,547 +245	+3%	+$139K	0.84%	30
2024 Q3	$4.27M	Buy	7,302 +748	+11%	+$423K	0.96%	29
2024 Q2	$3.34M	Buy	6,554 +733	+13%	+$359K	0.83%	35
2024 Q1	$2.88M	Buy	5,821 +1,097	+23%	+$558K	0.76%	38
2023 Q4	$2.49M	Buy	4,724 +1,717	+57%	+$916K	0.73%	36
2023 Q3	$1.52M	Buy	3,007 +860	+40%	+$423K	0.51%	39
2023 Q2	$1.03M	Buy	2,147 +362	+20%	+$177K	0.36%	43
2023 Q1	$844K	Buy	+1,785	New	+$861K	0.35%	40

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Concord Asset Management (Virginia)'s UNH Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its UnitedHealth (UNH) stake by 33% in Q1 2026, buying an estimated $520K and bringing the position to 7,040 shares worth $1.9M. The position accounts for 0.32% of the portfolio, ranked #71.

Concord Asset Management (Virginia) first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.27M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Concord Asset Management (Virginia) held 7,040 shares of UnitedHealth worth $1.9M as of Q1 2026.
Concord Asset Management (Virginia) bought 1,745 UnitedHealth shares in Q1 2026, an estimated $520K.
UnitedHealth made up 0.32% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #71 holding.
Concord Asset Management (Virginia) first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
Concord Asset Management (Virginia)'s UnitedHealth position peaked at $4.27M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.