Verdence Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.88M | Buy |
14,356
+4,185
| +41% | +$1.25M | 0.23% | 103 |
|
|
2025
Q4 | $3.36M | Sell |
10,171
-5,656
| -36% | -$1.92M | 0.2% | 111 |
|
|
2025
Q3 | $5.79M | Sell |
15,827
-235
| -1% | -$71.1K | 0.33% | 68 |
|
|
2025
Q2 | $5.01M | Sell |
16,062
-2,707
| -14% | -$1.03M | 0.34% | 70 |
|
|
2025
Q1 | $9.83M | Buy |
18,769
+1,732
| +10% | +$885K | 0.75% | 25 |
|
|
2024
Q4 | $8.62M | Buy |
17,037
+80
| +0.5% | +$45.5K | 0.69% | 30 |
|
|
2024
Q3 | $9.91M | Buy |
16,957
+239
| +1% | +$135K | 0.79% | 21 |
|
|
2024
Q2 | $8.51M | Buy |
16,718
+134
| +0.8% | +$65.7K | 0.76% | 24 |
|
|
2024
Q1 | $8.2M | Sell |
16,584
-357
| -2% | -$181K | 0.75% | 26 |
|
|
2023
Q4 | $8.92M | Buy |
16,941
+342
| +2% | +$182K | 0.86% | 19 |
|
|
2023
Q3 | $8.37M | Buy |
16,599
+2,340
| +16% | +$1.15M | 0.91% | 19 |
|
|
2023
Q2 | $6.85M | Buy |
14,259
+78
| +0.6% | +$38.1K | 0.8% | 25 |
|
|
2023
Q1 | $6.7M | Buy |
14,181
+3,116
| +28% | +$1.5M | 0.81% | 23 |
|
|
2022
Q4 | $5.87M | Sell |
11,065
-2,427
| -18% | -$1.29M | 0.72% | 27 |
|
|
2022
Q3 | $6.81M | Sell |
13,492
-122
| -0.9% | -$64.2K | 0.94% | 17 |
|
|
2022
Q2 | $6.99M | Sell |
13,614
-336
| -2% | -$169K | 0.9% | 17 |
|
|
2022
Q1 | $7.11M | Buy |
13,950
+6,044
| +76% | +$2.92M | 0.81% | 25 |
|
|
2021
Q4 | $3.97M | Buy |
7,906
+5,597
| +242% | +$2.53M | 0.47% | 54 |
|
|
2021
Q3 | $902K | Buy |
2,309
+317
| +16% | +$131K | 0.12% | 183 |
|
|
2021
Q2 | $797K | Buy |
1,992
+80
| +4% | +$31.9K | 0.11% | 191 |
|
|
2021
Q1 | $712K | Buy |
1,912
+15
| +0.8% | +$5.2K | 0.12% | 178 |
|
|
2020
Q4 | $665K | Buy |
1,897
+37
| +2% | +$12.4K | 0.13% | 169 |
|
|
2020
Q3 | $580K | Buy |
1,860
+141
| +8% | +$43.3K | 0.13% | 173 |
|
|
2020
Q2 | $507K | Buy |
1,719
+53
| +3% | +$15.2K | 0.12% | 172 |
|
|
2020
Q1 | $416K | Buy |
1,666
+1
| +0.1% | +$275 | 0.12% | 177 |
|
|
2019
Q4 | $490K | Buy |
1,665
+18
| +1% | +$4.71K | 0.12% | 178 |
|
|
2019
Q3 | $358K | Buy |
1,647
+27
| +2% | +$6.51K | 0.1% | 207 |
|
|
2019
Q2 | $395K | Buy |
1,620
+3
| +0.2% | +$722 | 0.11% | 196 |
|
|
2019
Q1 | $400K | Buy |
1,617
+325
| +25% | +$82.9K | 0.11% | 180 |
|
|
2018
Q4 | $322K | Sell |
1,292
-10
| -0.8% | -$2.64K | 0.09% | 182 |
|
|
2018
Q3 | $346K | Sell |
1,302
-1,064
| -45% | -$277K | 0.09% | 192 |
|
|
2018
Q2 | $581K | Sell |
2,366
-116
| -5% | -$27.9K | 0.14% | 157 |
|
|
2018
Q1 | $531K | Buy |
2,482
+14
| +0.6% | +$3.2K | 0.13% | 159 |
|
|
2017
Q4 | $544K | Buy |
+2,468
| New | +$523K | 0.13% | 142 |
|
Other funds holding UNH
VCM
VPM
Verdence Capital Advisors's UNH Position: Q1 2026 in Review
Verdence Capital Advisors increased its UnitedHealth (UNH) stake by 41% in Q1 2026, buying an estimated $1.25M and bringing the position to 14,356 shares worth $3.88M. The position accounts for 0.23% of the portfolio, ranked #103.
Verdence Capital Advisors first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.91M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Verdence Capital Advisors held 14,356 shares of UnitedHealth worth $3.88M as of Q1 2026.
- Verdence Capital Advisors bought 4,185 UnitedHealth shares in Q1 2026, an estimated $1.25M.
- UnitedHealth made up 0.23% of Verdence Capital Advisors's portfolio in Q1 2026, its #103 holding.
- Verdence Capital Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- Verdence Capital Advisors's UnitedHealth position peaked at $9.91M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.