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 Q3	$2.07M	Buy	5,630 +1,245	+28%	+$501K	0.61%	35
2026 Q2	$1.82M	Buy	4,385 +1,868	+74%	+$692K	0.54%	38
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	$2.66M	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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Consilium Wealth Advisory's UNH Position: Q3 2026 in Review

Consilium Wealth Advisory increased its UnitedHealth (UNH) stake by 28% in Q3 2026, buying an estimated $501K and bringing the position to 5,630 shares worth $2.07M. The position accounts for 0.61% of the portfolio, ranked #35.

Consilium Wealth Advisory first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.83M in Q4 2022. 1,710 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Consilium Wealth Advisory held 5,630 shares of UnitedHealth worth $2.07M as of Q3 2026.
Consilium Wealth Advisory bought 1,245 UnitedHealth shares in Q3 2026, an estimated $501K.
UnitedHealth made up 0.61% of Consilium Wealth Advisory's portfolio in Q3 2026, its #35 holding.
Consilium Wealth Advisory first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
Consilium Wealth Advisory's UnitedHealth position peaked at $2.83M in Q4 2022.
1,710 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.