Consilium Wealth Advisory’s UnitedHealth UNH Stock Holding History

Consilium Wealth Advisory’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	$681K	Buy	2,517 +169	+7%	+$50.3K	0.23%	62
2025 Q4	$775K	Hold	2,348	–	–	0.29%	56
2025 Q3	$811K	Sell	2,348 -270	-10%	-$81.7K	0.31%	54
2025 Q2	$817K	Sell	2,618 -2,559	-49%	-$978K	0.34%	49
2025 Q1	$2.71M	Buy	5,177 +282	+6%	+$144K	1.36%	21
2024 Q4	$2.48M	Buy	4,895 +469	+11%	+$266K	1.18%	22
2024 Q3	$2.59M	Buy	4,426 +464	+12%	+$262K	1.41%	20
2024 Q2	$2.02M	Sell	3,962 -242	-6%	-$119K	1.1%	23
2024 Q1	$2.08M	Sell	4,204 -969	-19%	-$493K	1.17%	23
2023 Q4	$2.72M	Buy	5,173 +308	+6%	+$164K	1.64%	18
2023 Q3	$2.45M	Sell	4,865 -73	-1%	-$35.9K	1.72%	18
2023 Q2	$2.37M	Buy	4,938 +68	+1%	+$33.3K	1.64%	18
2023 Q1	$2.3M	Sell	4,870 -463	-9%	-$223K	1.96%	14
2022 Q4	$2.83M	Buy	5,333 +57	+1%	+$30.2K	2.41%	12
2022 Q3	$2.67M	Buy	5,276 +574	+12%	+$302K	2.97%	11
2022 Q2	$2.42M	Buy	4,702 +106	+2%	+$53.2K	2.6%	10
2022 Q1	$2.34M	Sell	4,596 -346	-7%	-$167K	1.68%	15
2021 Q4	$2.48M	Buy	+4,942	New	+$2.24M	1.61%	14

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

Consilium Wealth Advisory's UNH Position: Q1 2026 in Review

Consilium Wealth Advisory increased its UnitedHealth (UNH) stake by 7.2% in Q1 2026, buying an estimated $50.3K and bringing the position to 2,517 shares worth $681K. The position accounts for 0.23% of the portfolio, ranked #62.

Consilium Wealth Advisory first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.83M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Consilium Wealth Advisory held 2,517 shares of UnitedHealth worth $681K as of Q1 2026.
Consilium Wealth Advisory bought 169 UnitedHealth shares in Q1 2026, an estimated $50.3K.
UnitedHealth made up 0.23% of Consilium Wealth Advisory's portfolio in Q1 2026, its #62 holding.
Consilium Wealth Advisory first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's UnitedHealth position peaked at $2.83M in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.