SWM
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Salvus Wealth Management’s UnitedHealth UNH Stock Holding History

Salvus 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 		$928K Sell
2,232
-222
-9% -$82.3K 0.52% 55
2026
Q1 		$664K Sell
2,454
-24
-1% -$7.15K 0.39% 70
2025
Q4 		$818K Buy
+2,478
New +$840K 0.46% 60
2025
Q2 		– Sell
-848
Closed -$444K – 130
2025
Q1 		$444K Buy
848
+13
+2% +$6.65K 0.28% 89
2024
Q4 		$422K Sell
835
-234
-22% -$133K 0.27% 89
2024
Q3 		$625K Buy
1,069
+60
+6% +$33.9K 0.38% 70
2024
Q2 		$514K Buy
1,009
+106
+12% +$52K 0.35% 73
2024
Q1 		$447K Sell
903
-19
-2% -$9.66K 0.31% 79
2023
Q4 		$485K Hold
922
– – 0.35% 72
2023
Q3 		$465K Buy
922
+65
+8% +$32K 0.37% 74
2023
Q2 		$412K Buy
857
+20
+2% +$9.78K 0.32% 80
2023
Q1 		$396K Buy
837
+36
+4% +$17.4K 0.32% 81
2022
Q4 		$425K Sell
801
-40
-5% -$21.2K 0.39% 66
2022
Q3 		$425K Buy
841
+21
+3% +$11K 0.4% 63
2022
Q2 		$421K Buy
820
+38
+5% +$19.1K 0.38% 67
2022
Q1 		$399K Buy
782
+149
+24% +$71.9K 0.3% 77
2021
Q4 		$318K Sell
633
-266
-30% -$120K 0.23% 83
2021
Q3 		$351K Buy
899
+126
+16% +$52.2K 0.29% 74
2021
Q2 		$313K Buy
773
+218
+39% +$86.9K 0.26% 75
2021
Q1 		$203K Buy
+555
New +$192K 0.19% 81

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