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GW Henssler & Associates’s UnitedHealth UNH Stock Holding History

GW Henssler & Associates’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 		$444K Sell
1,069
-122
-10% -$45.2K 0.02% 150
2026
Q1 		$322K Sell
1,191
-199
-14% -$59.3K 0.02% 162
2025
Q4 		$459K Sell
1,390
-120
-8% -$40.7K 0.02% 140
2025
Q3 		$521K Buy
1,510
+34
+2% +$10.3K 0.03% 130
2025
Q2 		$460K Sell
1,476
-108
-7% -$41.3K 0.02% 134
2025
Q1 		$830K Buy
1,584
+18
+1% +$9.2K 0.05% 98
2024
Q4 		$916K Hold
1,566
– – 0.05% 94
2024
Q3 		$916K Buy
1,566
+1
+0.1% +$566 0.05% 95
2024
Q2 		$797K Buy
1,565
+26
+2% +$12.7K 0.05% 96
2024
Q1 		$761K Sell
1,539
-3
-0.2% -$1.52K 0.04% 97
2023
Q4 		$812K Sell
1,542
-109
-7% -$58.1K 0.05% 93
2023
Q3 		$832K Sell
1,651
-194
-11% -$95.5K 0.06% 88
2023
Q2 		$887K Sell
1,845
-42
-2% -$20.5K 0.06% 86
2023
Q1 		$892K Buy
1,887
+133
+8% +$64.2K 0.06% 87
2022
Q4 		$930K Hold
1,754
– – 0.07% 87
2022
Q3 		$886K Sell
1,754
-102
-5% -$53.6K 0.07% 85
2022
Q2 		$953K Sell
1,856
-185
-9% -$92.9K 0.07% 89
2022
Q1 		$1.04M Sell
2,041
-46,398
-96% -$22.4M 0.06% 92
2021
Q4 		$24.3M Sell
48,439
-182
-0.4% -$82.4K 1.55% 15
2021
Q3 		$19M Sell
48,621
-10,221
-17% -$4.23M 1.32% 28
2021
Q2 		$23.6M Sell
58,842
-759
-1% -$303K 1.55% 19
2021
Q1 		$22.2M Sell
59,601
-1,926
-3% -$667K 1.59% 16
2020
Q4 		$21.6M Sell
61,527
-520
-0.8% -$174K 1.65% 14
2020
Q3 		$19.3M Sell
62,047
-1,880
-3% -$577K 1.64% 16
2020
Q2 		$18.9M Sell
63,927
-2,462
-4% -$705K 1.66% 17
2020
Q1 		$16.6M Sell
66,389
-3,570
-5% -$982K 1.68% 18
2019
Q4 		$20.6M Sell
69,959
-566
-0.8% -$148K 1.7% 11
2019
Q3 		$15.3M Buy
70,525
+146
+0.2% +$35.2K 1.36% 27
2019
Q2 		$17.2M Sell
70,379
-1,130
-2% -$272K 1.55% 19
2019
Q1 		$17.7M Sell
71,509
-890
-1% -$227K 1.62% 13
2018
Q4 		$18M Sell
72,399
-1,922
-3% -$508K 1.93% 9
2018
Q3 		$19.8M Sell
74,321
-1,221
-2% -$318K 1.8% 11
2018
Q2 		$18.5M Sell
75,542
-816
-1% -$196K 1.82% 11
2018
Q1 		$16.3M Sell
76,358
-1,833
-2% -$419K 1.64% 11
2017
Q4 		$17.2M Sell
78,191
-1,461
-2% -$310K 1.61% 11
2017
Q3 		$15.6M Sell
79,652
-1,472
-2% -$284K 1.57% 11
2017
Q2 		$15M Sell
81,124
-521
-0.6% -$91.4K 1.57% 13
2017
Q1 		$13.4M Sell
81,645
-469
-0.6% -$76.8K 1.45% 17
2016
Q4 		$13.1M Sell
82,114
-376
-0.5% -$56.2K 1.45% 20
2016
Q3 		$11.5M Sell
82,490
-1,441
-2% -$202K 1.32% 26
2016
Q2 		$11.9M Buy
83,931
+973
+1% +$130K 1.36% 22
2016
Q1 		$10.7M Buy
82,958
+3,584
+5% +$424K 1.26% 30
2015
Q4 		$9.34M Sell
79,374
-2,686
-3% -$314K 1.1% 32
2015
Q3 		$9.52M Buy
82,060
+6,382
+8% +$764K 1.09% 37
2015
Q2 		$9.23M Buy
75,678
+52,545
+227% +$6.22M 1% 41
2015
Q1 		$2.74M Buy
+23,133
New +$2.57M 0.32% 85
2014
Q2 		– Sell
-2,478
Closed -$203K – 167
2014
Q1 		$203K Sell
2,478
-1,496
-38% -$113K 0.02% 160
2013
Q4 		$299K Buy
3,974
+501
+14% +$36K 0.04% 132
2013
Q3 		$249K Sell
3,473
-49
-1% -$3.51K 0.03% 132
2013
Q2 		$231K Buy
+3,522
New +$219K 0.03% 131

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GW Henssler & Associates's UNH Position: Q2 2026 in Review

GW Henssler & Associates reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $45.2K and leaving 1,069 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #150.

GW Henssler & Associates first reported a position in UNH in Q2 2013 and has held it in 50 quarters since. The position peaked at $24.3M in Q4 2021. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GW Henssler & Associates held 1,069 shares of UnitedHealth worth $444K as of Q2 2026.
  • GW Henssler & Associates sold 122 UnitedHealth shares in Q2 2026, an estimated $45.2K.
  • UnitedHealth made up 0.02% of GW Henssler & Associates's portfolio in Q2 2026, its #150 holding.
  • GW Henssler & Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 50 quarters since.
  • GW Henssler & Associates's UnitedHealth position peaked at $24.3M in Q4 2021.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.