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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
Q2 		$442K Buy
1,065
+120
+13% +$44.5K 0.11% 62
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
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 $3.38T AUM 44.17% 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

Consilio Wealth Advisors's UNH Position: Q2 2026 in Review

Consilio Wealth Advisors increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $44.5K and bringing the position to 1,065 shares worth $442K. The position accounts for 0.11% of the portfolio, ranked #62.

Consilio Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $569K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Consilio Wealth Advisors held 1,065 shares of UnitedHealth worth $442K as of Q2 2026.
  • Consilio Wealth Advisors bought 120 UnitedHealth shares in Q2 2026, an estimated $44.5K.
  • UnitedHealth made up 0.11% of Consilio Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Consilio Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Consilio Wealth Advisors's UnitedHealth position peaked at $569K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.