Consilio Wealth Advisors’s UnitedHealth UNH Stock Holding History

Consilio Wealth Advisors’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	$256K	Sell	945 -127	-12%	-$37.8K	0.07%	83
2025 Q4	$354K	Buy	1,072 +4	+0.4%	+$1.36K	0.1%	58
2025 Q3	$369K	Buy	1,068 +172	+19%	+$52K	0.12%	52
2025 Q2	$277K	Buy	896 +199	+29%	+$76.1K	0.1%	57
2025 Q1	$365K	Sell	697 -254	-27%	-$130K	0.15%	46
2024 Q4	$481K	Sell	951 -22	-2%	-$12.5K	0.2%	38
2024 Q3	$569K	Buy	973 +241	+33%	+$136K	0.23%	37
2024 Q2	$371K	Buy	732 +175	+31%	+$85.8K	0.17%	41
2024 Q1	$275K	Sell	557 -148	-21%	-$75.2K	0.13%	52
2023 Q4	$371K	Buy	705 +252	+56%	+$134K	0.19%	38
2023 Q3	$231K	Sell	453 -13	-3%	-$6.4K	0.13%	45
2023 Q2	$224K	Sell	466 -61	-12%	-$29.8K	0.12%	46
2023 Q1	$249K	Buy	527 +61	+13%	+$29.4K	0.14%	44
2022 Q4	$247K	Buy	+466	New	+$247K	0.16%	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

Consilio Wealth Advisors's UNH Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $37.8K and leaving 945 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #83.

Consilio Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $569K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Consilio Wealth Advisors held 945 shares of UnitedHealth worth $256K as of Q1 2026.
Consilio Wealth Advisors sold 127 UnitedHealth shares in Q1 2026, an estimated $37.8K.
UnitedHealth made up 0.07% of Consilio Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Consilio Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Consilio Wealth Advisors's UnitedHealth position peaked at $569K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.