Curated Wealth Partners’s UnitedHealth UNH Stock Holding History

Curated Wealth Partners’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	$7.34M	Buy	21,322 +20,236	+1,863%	+$7.5M	0.95%	13
2026 Q1	$294K	Buy	1,086 +271	+33%	+$80.7K	0.04%	160
2025 Q4	$269K	Buy	+815	New	+$276K	0.03%	169
2025 Q2	–	Sell	-786	Closed	-$412K	–	167
2025 Q1	$412K	Buy	786 +272	+53%	+$139K	0.05%	100
2024 Q4	$260K	Buy	514 +4	+0.8%	+$2.27K	0.03%	127
2024 Q3	$298K	Buy	510 +57	+13%	+$32.2K	0.04%	107
2024 Q2	$231K	Buy	+453	New	+$222K	0.03%	123
2023 Q2	–	Sell	-736	Closed	-$348K	–	141
2023 Q1	$348K	Sell	736 -20	-3%	-$9.65K	0.08%	86
2022 Q4	$401K	Sell	756 -70	-8%	-$37.1K	0.1%	77
2022 Q3	$417K	Sell	826 -41	-5%	-$21.6K	0.12%	69
2022 Q2	$445K	Buy	867 +130	+18%	+$65.3K	0.13%	72
2022 Q1	$371K	Hold	737	–	–	0.13%	89
2021 Q4	$371K	Buy	737 +5	+0.7%	+$2.26K	0.12%	92
2021 Q3	$286K	Sell	732 -1	-0.1%	-$414	0.16%	112
2021 Q2	$294K	Sell	733 -35	-5%	-$14K	0.16%	112
2021 Q1	$286K	Buy	768 +15	+2%	+$5.2K	0.18%	109
2020 Q4	$264K	Buy	+753	New	+$252K	0.17%	118

Other funds holding UNH

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return