Venturi Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.56M | Sell |
10,963
-2,557
| -19% | -$948K | 0.18% | 73 |
|
|
2026
Q1 | $3.66M | Sell |
13,520
-4,812
| -26% | -$1.43M | 0.16% | 83 |
|
|
2025
Q4 | $6.05M | Buy |
18,332
+1,882
| +11% | +$638K | 0.27% | 61 |
|
|
2025
Q3 | $5.68M | Buy |
16,450
+4,460
| +37% | +$1.35M | 0.26% | 61 |
|
|
2025
Q2 | $3.74M | Sell |
11,990
-25,156
| -68% | -$9.61M | 0.18% | 79 |
|
|
2025
Q1 | $19.5M | Buy |
37,146
+5,393
| +17% | +$2.76M | 1.01% | 19 |
|
|
2024
Q4 | $16.1M | Buy |
31,753
+2,770
| +10% | +$1.57M | 0.79% | 30 |
|
|
2024
Q3 | $16.9M | Buy |
28,983
+2,138
| +8% | +$1.21M | 0.89% | 30 |
|
|
2024
Q2 | $13.7M | Buy |
26,845
+1,786
| +7% | +$875K | 0.81% | 31 |
|
|
2024
Q1 | $12.4M | Sell |
25,059
-357
| -1% | -$181K | 0.8% | 37 |
|
|
2023
Q4 | $13.4M | Sell |
25,416
-55
| -0.2% | -$29.3K | 0.95% | 22 |
|
|
2023
Q3 | $12.8M | Buy |
25,471
+1,982
| +8% | +$975K | 1.01% | 14 |
|
|
2023
Q2 | $11.3M | Sell |
23,489
-365
| -2% | -$178K | 0.91% | 22 |
|
|
2023
Q1 | $11.3M | Sell |
23,854
-79
| -0.3% | -$38.1K | 0.93% | 19 |
|
|
2022
Q4 | $12.7M | Sell |
23,933
-2,207
| -8% | -$1.17M | 1.12% | 13 |
|
|
2022
Q3 | $13.2M | Sell |
26,140
-1,957
| -7% | -$1.03M | 1.27% | 13 |
|
|
2022
Q2 | $14.4M | Sell |
28,097
-416
| -1% | -$209K | 1.29% | 15 |
|
|
2022
Q1 | $14.5M | Sell |
28,513
-1,503
| -5% | -$725K | 1.11% | 13 |
|
|
2021
Q4 | $15.1M | Sell |
30,016
-204
| -0.7% | -$92.3K | 1.14% | 15 |
|
|
2021
Q3 | $11.8M | Sell |
30,220
-1,089
| -3% | -$451K | 0.99% | 16 |
|
|
2021
Q2 | $12.5M | Buy |
31,309
+33
| +0.1% | +$13.2K | 1.11% | 13 |
|
|
2021
Q1 | $11.6M | Buy |
31,276
+35
| +0.1% | +$12.1K | 1.11% | 15 |
|
|
2020
Q4 | $11M | Sell |
31,241
-698
| -2% | -$234K | 1.13% | 14 |
|
|
2020
Q3 | $9.96M | Buy |
31,939
+1,109
| +4% | +$341K | 1.15% | 15 |
|
|
2020
Q2 | $9.09M | Sell |
30,830
-1,812
| -6% | -$519K | 1.22% | 16 |
|
|
2020
Q1 | $8.14M | Sell |
32,642
-2,943
| -8% | -$810K | 1.39% | 16 |
|
|
2019
Q4 | $10.5M | Buy |
35,585
+106
| +0.3% | +$27.7K | 1.27% | 20 |
|
|
2019
Q3 | $7.71M | Buy |
35,479
+925
| +3% | +$223K | 0.99% | 39 |
|
|
2019
Q2 | $8.43M | Buy |
34,554
+1,400
| +4% | +$337K | 1.14% | 31 |
|
|
2019
Q1 | $8.14M | Buy |
33,154
+2,810
| +9% | +$717K | 1.06% | 35 |
|
|
2018
Q4 | $7.19M | Buy |
30,344
+4,140
| +16% | +$1.09M | 1.16% | 23 |
|
|
2018
Q3 | $7.05M | Buy |
26,204
+593
| +2% | +$154K | 1.25% | 28 |
|
|
2018
Q2 | $6.7M | Sell |
25,611
-734
| -3% | -$176K | 1.25% | 22 |
|
|
2018
Q1 | $5.64M | Buy |
+26,345
| New | +$6.02M | 1.09% | 34 |
|
Other funds holding UNH
LMFP
PAM
DC
FWIA
Venturi Wealth Management's UNH Position: Q2 2026 in Review
Venturi Wealth Management reduced its UnitedHealth (UNH) stake by 19% in Q2 2026, selling an estimated $948K and leaving 10,963 shares worth $4.56M. The position accounts for 0.18% of the portfolio, ranked #73.
Venturi Wealth Management first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. The position peaked at $19.5M in Q1 2025. 834 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Venturi Wealth Management held 10,963 shares of UnitedHealth worth $4.56M as of Q2 2026.
- Venturi Wealth Management sold 2,557 UnitedHealth shares in Q2 2026, an estimated $948K.
- UnitedHealth made up 0.18% of Venturi Wealth Management's portfolio in Q2 2026, its #73 holding.
- Venturi Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
- Venturi Wealth Management's UnitedHealth position peaked at $19.5M in Q1 2025.
- 834 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.