GWWM
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Great Waters Wealth Management’s UnitedHealth UNH Stock Holding History

Great Waters 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
Q2 		$8.57M Buy
20,620
+1,884
+10% +$698K 0.79% 14
2026
Q1 		$5.07M Buy
18,736
+1,539
+9% +$458K 0.54% 15
2025
Q4 		$5.68M Sell
17,197
-49
-0.3% -$16.6K 0.62% 15
2025
Q3 		$5.96M Sell
17,246
-2
-0% -$605 0.7% 15
2025
Q2 		$5.38M Buy
17,248
+11
+0.1% +$4.2K 0.7% 15
2025
Q1 		$9.03M Sell
17,237
-347
-2% -$177K 1.25% 13
2024
Q4 		$8.9M Sell
17,584
-289
-2% -$164K 1.14% 14
2024
Q3 		$10.5M Sell
17,873
-127
-0.7% -$71.8K 1.41% 13
2024
Q2 		$9.17M Sell
18,000
-634
-3% -$311K 1.4% 13
2024
Q1 		$9.22M Sell
18,634
-42
-0.2% -$21.4K 1.51% 13
2023
Q4 		$10.1M Sell
18,676
-254
-1% -$135K 1.8% 12
2023
Q3 		$9.93M Sell
18,930
-80
-0.4% -$39.4K 1.97% 12
2023
Q2 		$9.14M Buy
19,010
+96
+0.5% +$46.9K 1.82% 12
2023
Q1 		$9.15M Sell
18,914
-223
-1% -$108K 1.93% 12
2022
Q4 		$9.42M Buy
+19,137
New +$10.1M 2.03% 12

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
PAM
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
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM