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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
Q2 		$1.07M Sell
2,571
-571
-18% -$212K 0.52% 43
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

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

Semus Wealth Partners's UNH Position: Q2 2026 in Review

Semus Wealth Partners reduced its UnitedHealth (UNH) stake by 18% in Q2 2026, selling an estimated $212K and leaving 2,571 shares worth $1.07M. The position accounts for 0.52% of the portfolio, ranked #43.

Semus Wealth Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.35M in Q3 2024. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Semus Wealth Partners held 2,571 shares of UnitedHealth worth $1.07M as of Q2 2026.
  • Semus Wealth Partners sold 571 UnitedHealth shares in Q2 2026, an estimated $212K.
  • UnitedHealth made up 0.52% of Semus Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Semus Wealth Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's UnitedHealth position peaked at $1.35M in Q3 2024.
  • 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.