SWP
UNH icon

Semus Wealth Partners’s UnitedHealth UNH Stock Holding History

Semus Wealth Partners’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
Q1 		$850K Buy
3,142
+28
+0.9% +$8.34K 0.48% 44
2025
Q4 		$1.03M Sell
3,114
-430
-12% -$146K 0.55% 42
2025
Q3 		$1.22M Buy
3,544
+528
+18% +$160K 0.69% 35
2025
Q2 		$941K Buy
3,016
+540
+22% +$206K 0.61% 39
2025
Q1 		$1.3M Buy
2,476
+53
+2% +$27.1K 0.9% 28
2024
Q4 		$1.23M Buy
2,423
+121
+5% +$68.8K 0.81% 28
2024
Q3 		$1.35M Buy
2,302
+98
+4% +$55.4K 0.94% 26
2024
Q2 		$1.12M Buy
2,204
+347
+19% +$170K 0.87% 27
2024
Q1 		$919K Sell
1,857
-36
-2% -$18.3K 0.77% 27
2023
Q4 		$997K Sell
1,893
-16
-0.8% -$8.53K 0.82% 26
2023
Q3 		$962K Buy
1,909
+34
+2% +$16.7K 0.9% 22
2023
Q2 		$901K Buy
1,875
+490
+35% +$240K 0.83% 24
2023
Q1 		$655K Buy
1,385
+3
+0.2% +$1.45K 0.7% 33
2022
Q4 		$733K Buy
+1,382
New +$732K 0.89% 26

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