Falcon Wealth Planning’s UnitedHealth UNH Stock Holding History

Falcon Wealth Planning’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	$660K	Buy	1,587 +59	+4%	+$21.9K	0.04%	129
2026 Q1	$413K	Sell	1,528 -7	-0.5%	-$2.08K	0.03%	148
2025 Q4	$507K	Buy	1,535 +201	+15%	+$68.1K	0.04%	114
2025 Q3	$461K	Buy	1,334 +115	+9%	+$34.8K	0.04%	115
2025 Q2	$380K	Sell	1,219 -209	-15%	-$79.9K	0.04%	120
2025 Q1	$748K	Buy	+1,428	New	+$730K	0.08%	76
2024 Q4	–	Sell	-354	Closed	-$207K	–	166
2024 Q3	$207K	Buy	+354	New	+$200K	0.02%	147
2022 Q1	–	Sell	-418	Closed	-$210K	–	80
2021 Q4	$210K	Buy	+418	New	+$189K	0.07%	76

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