CWP
UNH icon

Concord Wealth Partners’s UnitedHealth UNH Stock Holding History

Concord Wealth Partners’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 		$3.45M Buy
8,308
+1,220
+17% +$452K 0.4% 60
2026
Q1 		$1.92M Buy
7,088
+1,733
+32% +$516K 0.25% 91
2025
Q4 		$1.77M Buy
5,355
+260
+5% +$88.1K 0.23% 98
2025
Q3 		$1.76M Sell
5,095
-42
-0.8% -$12.7K 0.24% 96
2025
Q2 		$1.6M Sell
5,137
-313
-6% -$120K 0.23% 98
2025
Q1 		$2.85M Sell
5,450
-2,112
-28% -$1.08M 0.47% 55
2024
Q4 		$3.83M Buy
7,562
+502
+7% +$285K 0.63% 37
2024
Q3 		$4.13M Buy
7,060
+476
+7% +$269K 0.69% 39
2024
Q2 		$3.35M Buy
6,584
+644
+11% +$316K 0.59% 42
2024
Q1 		$2.94M Buy
5,940
+1,150
+24% +$585K 0.53% 47
2023
Q4 		$2.52M Buy
4,790
+1,379
+40% +$735K 0.5% 49
2023
Q3 		$1.72M Buy
3,411
+566
+20% +$279K 0.37% 48
2023
Q2 		$1.37M Buy
2,845
+1,274
+81% +$623K 0.29% 56
2023
Q1 		$742K Buy
1,571
+785
+100% +$379K 0.21% 67
2022
Q4 		$417K Sell
786
-933
-54% -$494K 0.13% 101
2022
Q3 		$868K Sell
1,719
-149
-8% -$78.3K 0.28% 53
2022
Q2 		$960K Buy
1,868
+289
+18% +$145K 0.26% 52
2022
Q1 		$805K Buy
1,579
+48
+3% +$23.2K 0.21% 68
2021
Q4 		$769K Buy
1,531
+961
+169% +$435K 0.19% 65
2021
Q3 		$223K Sell
570
-704
-55% -$292K 0.09% 83
2021
Q2 		$510K Buy
1,274
+197
+18% +$78.6K 0.15% 65
2021
Q1 		$401K Buy
1,077
+880
+447% +$305K 0.14% 77
2020
Q4 		$69K Buy
+197
New +$66K 0.05% 170

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concord Wealth Partners's UNH Position: Q2 2026 in Review

Concord Wealth Partners increased its UnitedHealth (UNH) stake by 17% in Q2 2026, buying an estimated $452K and bringing the position to 8,308 shares worth $3.45M. The position accounts for 0.4% of the portfolio, ranked #60.

Concord Wealth Partners first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.13M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Concord Wealth Partners held 8,308 shares of UnitedHealth worth $3.45M as of Q2 2026.
  • Concord Wealth Partners bought 1,220 UnitedHealth shares in Q2 2026, an estimated $452K.
  • UnitedHealth made up 0.4% of Concord Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Concord Wealth Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's UnitedHealth position peaked at $4.13M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.