Verus Financial Partners’s UnitedHealth UNH Stock Holding History

Verus Financial 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	$210K	Buy	+505	New	+$187K	0.02%	123
2023 Q4	–	Sell	-384	Closed	-$207K	–	105
2023 Q3	$207K	Sell	384 -28	-7%	-$13.8K	0.03%	100
2023 Q2	$211K	Sell	412 -19	-4%	-$9.29K	0.03%	100
2023 Q1	$210K	Sell	431 -6	-1%	-$2.9K	0.03%	98
2022 Q4	$218K	Sell	437 -38	-8%	-$20.1K	0.03%	94
2022 Q3	$248K	Buy	475 +25	+6%	+$13.1K	0.04%	84
2022 Q2	$235K	Buy	450 +1	+0.2%	+$502	0.03%	84
2022 Q1	$240K	Buy	+449	New	+$217K	0.03%	82
2020 Q4	–	Sell	-1,931	Closed	-$602K	–	184
2020 Q3	$602K	Buy	+1,931	New	+$593K	0.22%	80

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Verus Financial Partners's UNH Position: Q2 2026 in Review

Verus Financial Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 505 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #123 among its holdings. This is a return to the name: Verus Financial Partners previously reported a position in UNH as recently as Q3 2023.

Verus Financial Partners first reported a position in UNH in Q3 2020 and has held it in 9 quarters since. The position peaked at $602K in Q3 2020. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Verus Financial Partners held 505 shares of UnitedHealth worth $210K as of Q2 2026.
UnitedHealth was a new Verus Financial Partners position in Q2 2026.
UnitedHealth made up 0.02% of Verus Financial Partners's portfolio in Q2 2026, its #123 holding.
Verus Financial Partners first reported a position in UnitedHealth in Q3 2020 and has held it in 9 quarters since.
Verus Financial Partners's UnitedHealth position peaked at $602K in Q3 2020.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.