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Exencial Wealth Advisors’s UnitedHealth UNH Stock Holding History

Exencial Wealth Advisors’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
2022
Q1 		– Sell
-400
Closed -$201K – 499
2021
Q4 		$201K Buy
+400
New +$181K 0.01% 457
2021
Q1 		– Sell
-4
Closed -$164K – 441
2020
Q4 		$164K Sell
4
-1,196
-100% -$401K 0.01% 364
2020
Q3 		$374K Buy
+1,200
New +$369K 0.02% 285

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.