Consultiva Wealth Management’s UnitedHealth UNH Stock Holding History

Consultiva 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 Q1	$65.2K	Hold	241	–	–	0.19%	78
2025 Q4	$79.6K	Hold	241	–	–	0.22%	68
2025 Q3	$83.2K	Hold	241	–	–	0.23%	71
2025 Q2	$75.2K	Buy	241 +50	+26%	+$19.1K	0.23%	75
2025 Q1	$100K	Hold	191	–	–	0.34%	53
2024 Q4	$96.6K	Buy	+191	New	+$109K	0.48%	35

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

Consultiva Wealth Management's UNH Position: Q1 2026 in Review

Consultiva Wealth Management held its UnitedHealth (UNH) position steady in Q1 2026 at 241 shares worth $65.2K. The position accounts for 0.19% of the portfolio, ranked #78.

Consultiva Wealth Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $100K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Consultiva Wealth Management held 241 shares of UnitedHealth worth $65.2K as of Q1 2026.
Consultiva Wealth Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.19% of Consultiva Wealth Management's portfolio in Q1 2026, its #78 holding.
Consultiva Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Consultiva Wealth Management's UnitedHealth position peaked at $100K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.