Exencial Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.61M | Buy |
24,425
+319
| +1% | +$95K | 0.21% | 116 |
|
|
2025
Q4 | $7.96M | Sell |
24,106
-18,688
| -44% | -$6.33M | 0.25% | 107 |
|
|
2025
Q3 | $14.8M | Sell |
42,794
-2,246
| -5% | -$679K | 0.48% | 55 |
|
|
2025
Q2 | $14.1M | Sell |
45,040
-16,962
| -27% | -$6.48M | 0.49% | 56 |
|
|
2025
Q1 | $32.5M | Sell |
62,002
-4,563
| -7% | -$2.33M | 1.2% | 15 |
|
|
2024
Q4 | $33.7M | Sell |
66,565
-9,770
| -13% | -$5.55M | 1.23% | 13 |
|
|
2024
Q3 | $44.6M | Sell |
76,335
-1,683
| -2% | -$952K | 1.6% | 9 |
|
|
2024
Q2 | $39.7M | Buy |
78,018
+6,716
| +9% | +$3.29M | 1.49% | 9 |
|
|
2024
Q1 | $35.3M | Buy |
71,302
+11,204
| +19% | +$5.7M | 1.32% | 11 |
|
|
2023
Q4 | $31.6M | Buy |
60,098
+751
| +1% | +$401K | 1.29% | 12 |
|
|
2023
Q3 | $29.9M | Sell |
59,347
-656
| -1% | -$323K | 1.45% | 11 |
|
|
2023
Q2 | $28.8M | Buy |
60,003
+12,285
| +26% | +$6.01M | 1.32% | 12 |
|
|
2023
Q1 | $22.6M | Buy |
47,718
+1,254
| +3% | +$605K | 1.17% | 16 |
|
|
2022
Q4 | $24.6M | Buy |
46,464
+5,454
| +13% | +$2.89M | 1.32% | 9 |
|
|
2022
Q3 | $20.7M | Buy |
41,010
+2,904
| +8% | +$1.53M | 1.25% | 11 |
|
|
2022
Q2 | $19.6M | Buy |
38,106
+1,648
| +5% | +$828K | 1.11% | 15 |
|
|
2022
Q1 | $18.6M | Buy |
36,458
+18,509
| +103% | +$8.93M | 0.93% | 21 |
|
|
2021
Q4 | $9.01M | Sell |
17,949
-1,123
| -6% | -$508K | 0.44% | 72 |
|
|
2021
Q3 | $7.45M | Sell |
19,072
-2,598
| -12% | -$1.08M | 0.32% | 85 |
|
|
2021
Q2 | $8.68M | Sell |
21,670
-1
| -0% | -$399 | 0.47% | 69 |
|
|
2021
Q1 | $8.06M | Buy |
21,671
+398
| +2% | +$138K | 0.48% | 67 |
|
|
2020
Q4 | $7.46M | Sell |
21,273
-22,067
| -51% | -$7.4M | 0.51% | 61 |
|
|
2020
Q3 | $13.5M | Buy |
43,340
+20,551
| +90% | +$6.31M | 0.72% | 40 |
|
|
2020
Q2 | $6.72M | Buy |
22,789
+21,350
| +1,484% | +$6.12M | 0.58% | 49 |
|
|
2020
Q1 | $359K | Buy |
1,439
+200
| +16% | +$55K | 0.06% | 175 |
|
|
2019
Q4 | $364K | Buy |
1,239
+27
| +2% | +$7.06K | 0.06% | 194 |
|
|
2019
Q3 | $263K | Sell |
1,212
-176
| -13% | -$42.5K | 0.06% | 212 |
|
|
2019
Q2 | $339K | Sell |
1,388
-255
| -16% | -$61.3K | 0.08% | 166 |
|
|
2019
Q1 | $406K | Sell |
1,643
-65
| -4% | -$16.6K | 0.1% | 156 |
|
|
2018
Q4 | $425K | Buy |
1,708
+713
| +72% | +$188K | 0.11% | 137 |
|
|
2018
Q3 | $265K | Sell |
995
-107
| -10% | -$27.8K | 0.06% | 157 |
|
|
2018
Q2 | $270K | Buy |
1,102
+127
| +13% | +$30.5K | 0.08% | 147 |
|
|
2018
Q1 | $209K | Sell |
975
-57
| -6% | -$13K | 0.06% | 161 |
|
|
2017
Q4 | $227K | Sell |
1,032
-131
| -11% | -$27.8K | 0.07% | 166 |
|
|
2017
Q3 | $228K | Buy |
+1,163
| New | +$225K | 0.08% | 157 |
|
Other funds holding UNH
VCM
VPM
Exencial Wealth Advisors's UNH Position: Q1 2026 in Review
Exencial Wealth Advisors increased its UnitedHealth (UNH) stake by 1.3% in Q1 2026, buying an estimated $95K and bringing the position to 24,425 shares worth $6.61M. The position accounts for 0.21% of the portfolio, ranked #116.
Exencial Wealth Advisors first reported a position in UNH in Q3 2017 and has held it in 35 quarters since. The position peaked at $44.6M in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Exencial Wealth Advisors held 24,425 shares of UnitedHealth worth $6.61M as of Q1 2026.
- Exencial Wealth Advisors bought 319 UnitedHealth shares in Q1 2026, an estimated $95K.
- UnitedHealth made up 0.21% of Exencial Wealth Advisors's portfolio in Q1 2026, its #116 holding.
- Exencial Wealth Advisors first reported a position in UnitedHealth in Q3 2017 and has held it in 35 quarters since.
- Exencial Wealth Advisors's UnitedHealth position peaked at $44.6M in Q3 2024.
- 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.