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 Q2	$3.35M	Buy	8,055 +1,015	+14%	+$376K	0.52%	47
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concord Asset Management (Virginia)'s UNH Position: Q2 2026 in Review

Concord Asset Management (Virginia) increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $376K and bringing the position to 8,055 shares worth $3.35M. The position accounts for 0.52% of the portfolio, ranked #47.

Concord Asset Management (Virginia) first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.27M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Concord Asset Management (Virginia) held 8,055 shares of UnitedHealth worth $3.35M as of Q2 2026.
Concord Asset Management (Virginia) bought 1,015 UnitedHealth shares in Q2 2026, an estimated $376K.
UnitedHealth made up 0.52% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #47 holding.
Concord Asset Management (Virginia) first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
Concord Asset Management (Virginia)'s UnitedHealth position peaked at $4.27M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.