Connecticut Wealth Management’s UnitedHealth UNH Stock Holding History

Connecticut Wealth Management’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	$2.39M	Sell	5,739 -149	-3%	-$55.2K	0.09%	95
2026 Q1	$1.59M	Sell	5,888 -670	-10%	-$200K	0.07%	113
2025 Q4	$2.16M	Sell	6,558 -244	-4%	-$82.7K	0.09%	98
2025 Q3	$2.35M	Sell	6,802 -2,729	-29%	-$825K	0.1%	90
2025 Q2	$2.97M	Sell	9,531 -682	-7%	-$261K	0.14%	71
2025 Q1	$5.35M	Sell	10,213 -218	-2%	-$111K	0.28%	54
2024 Q4	$5.28M	Sell	10,431 -568	-5%	-$323K	0.26%	47
2024 Q3	$6.43M	Sell	10,999 -630	-5%	-$356K	0.31%	51
2024 Q2	$5.92M	Sell	11,629 -636	-5%	-$312K	0.31%	56
2024 Q1	$6.07M	Sell	12,265 -44	-0.4%	-$22.4K	0.32%	49
2023 Q4	$6.48M	Buy	12,309 +2,236	+22%	+$1.19M	0.37%	45
2023 Q3	$5.08M	Sell	10,073 -3,187	-24%	-$1.57M	0.35%	48
2023 Q2	$6.37M	Buy	13,260 +5,627	+74%	+$2.75M	0.44%	42
2023 Q1	$3.61M	Sell	7,633 -13	-0.2%	-$6.27K	0.27%	54
2022 Q4	$4.05M	Sell	7,646 -371	-5%	-$197K	0.34%	45
2022 Q3	$4.05M	Buy	8,017 +576	+8%	+$303K	0.38%	41
2022 Q2	$3.82M	Sell	7,441 -35	-0.5%	-$17.6K	0.33%	44
2022 Q1	$3.81M	Sell	7,476 -638	-8%	-$308K	0.29%	44
2021 Q4	$4.07M	Sell	8,114 -237	-3%	-$107K	0.32%	45
2021 Q3	$3.26M	Buy	8,351 +13	+0.2%	+$5.38K	0.28%	46
2021 Q2	$3.34M	Sell	8,338 -1,134	-12%	-$452K	0.29%	45
2021 Q1	$3.52M	Sell	9,472 -854	-8%	-$296K	0.32%	35
2020 Q4	$3.62M	Sell	10,326 -231	-2%	-$77.4K	0.38%	39
2020 Q3	$3.29M	Sell	10,557 -2,022	-16%	-$621K	0.36%	46
2020 Q2	$3.71M	Buy	12,579 +5,881	+88%	+$1.69M	0.46%	32
2020 Q1	$1.67M	Sell	6,698 -197	-3%	-$54.2K	0.25%	54
2019 Q4	$2.03M	Buy	6,895 +890	+15%	+$233K	0.22%	55
2019 Q3	$1.3M	Buy	6,005 +3,500	+140%	+$845K	0.16%	72
2019 Q2	$611K	Buy	+2,505	New	+$603K	0.08%	93

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Connecticut Wealth Management's UNH Position: Q2 2026 in Review

Connecticut Wealth Management reduced its UnitedHealth (UNH) stake by 2.5% in Q2 2026, selling an estimated $55.2K and leaving 5,739 shares worth $2.39M. The position accounts for 0.09% of the portfolio, ranked #95.

Connecticut Wealth Management first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.48M in Q4 2023. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Connecticut Wealth Management held 5,739 shares of UnitedHealth worth $2.39M as of Q2 2026.
Connecticut Wealth Management sold 149 UnitedHealth shares in Q2 2026, an estimated $55.2K.
UnitedHealth made up 0.09% of Connecticut Wealth Management's portfolio in Q2 2026, its #95 holding.
Connecticut Wealth Management first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
Connecticut Wealth Management's UnitedHealth position peaked at $6.48M in Q4 2023.
1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.