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Confluence Wealth Services’s UnitedHealth UNH Stock Holding History

Confluence Wealth Services’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 		$3.29M Buy
7,916
+1,434
+22% +$532K 0.09% 101
2026
Q1 		$1.75M Buy
6,482
+404
+7% +$120K 0.07% 132
2025
Q4 		$2.01M Sell
6,078
-2,853
-32% -$967K 0.08% 107
2025
Q3 		$3.08M Buy
8,931
+1,830
+26% +$553K 0.15% 69
2025
Q2 		$2.22M Sell
7,101
-379
-5% -$145K 0.12% 88
2025
Q1 		$3.2M Buy
7,480
+612
+9% +$313K 0.2% 62
2024
Q4 		$3.64M Buy
6,868
+789
+13% +$448K 0.24% 56
2024
Q3 		$3.55M Buy
6,079
+1,128
+23% +$638K 0.26% 52
2024
Q2 		$2.52M Buy
4,951
+213
+4% +$104K 0.2% 61
2024
Q1 		$2.34M Buy
4,738
+186
+4% +$94.6K 0.21% 65
2023
Q4 		$2.4M Buy
4,552
+422
+10% +$225K 0.26% 55
2023
Q3 		$2.08M Buy
4,130
+531
+15% +$261K 0.41% 49
2023
Q2 		$1.73M Buy
3,599
+306
+9% +$150K 0.37% 57
2023
Q1 		$1.56M Buy
3,293
+644
+24% +$311K 0.36% 59
2022
Q4 		$1.4M Buy
2,649
+163
+7% +$86.3K 0.37% 60
2022
Q3 		$1.25M Sell
2,486
-547
-18% -$288K 0.53% 54
2022
Q2 		$1.62M Sell
3,033
-4
-0.1% -$2.01K 0.71% 39
2022
Q1 		$1.55M Sell
3,037
-40
-1% -$19.3K 0.56% 45
2021
Q4 		$1.54M Buy
+3,077
New +$1.39M 0.5% 44

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Confluence Wealth Services's UNH Position: Q2 2026 in Review

Confluence Wealth Services increased its UnitedHealth (UNH) stake by 22% in Q2 2026, buying an estimated $532K and bringing the position to 7,916 shares worth $3.29M. The position accounts for 0.09% of the portfolio, ranked #101.

Confluence Wealth Services first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.64M in Q4 2024. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Confluence Wealth Services held 7,916 shares of UnitedHealth worth $3.29M as of Q2 2026.
  • Confluence Wealth Services bought 1,434 UnitedHealth shares in Q2 2026, an estimated $532K.
  • UnitedHealth made up 0.09% of Confluence Wealth Services's portfolio in Q2 2026, its #101 holding.
  • Confluence Wealth Services first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's UnitedHealth position peaked at $3.64M in Q4 2024.
  • 1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.