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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Salvus Wealth Management's UNH Position: Q2 2026 in Review

Salvus Wealth Management reduced its UnitedHealth (UNH) stake by 9% in Q2 2026, selling an estimated $82.3K and leaving 2,232 shares worth $928K. The position accounts for 0.52% of the portfolio, ranked #55.

Salvus Wealth Management first reported a position in UNH in Q1 2021 and has held it in 20 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Salvus Wealth Management held 2,232 shares of UnitedHealth worth $928K as of Q2 2026.
  • Salvus Wealth Management sold 222 UnitedHealth shares in Q2 2026, an estimated $82.3K.
  • UnitedHealth made up 0.52% of Salvus Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Salvus Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 20 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.