Walkner Condon Financial Advisors’s UnitedHealth UNH Stock Holding History

Walkner Condon Financial Advisors’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	$317K	Buy	+762	New	+$282K	0.04%	254
2026 Q1	–	Sell	-1,035	Closed	-$342K	–	336
2025 Q4	$342K	Sell	1,035 -19	-2%	-$6.44K	0.05%	224
2025 Q3	$364K	Buy	1,054 +232	+28%	+$70.2K	0.06%	210
2025 Q2	$256K	Sell	822 -68	-8%	-$26K	0.05%	237
2025 Q1	$466K	Buy	890 +36	+4%	+$18.4K	0.09%	170
2024 Q4	$432K	Buy	854 +13	+2%	+$7.39K	0.09%	178
2024 Q3	$492K	Buy	841 +68	+9%	+$38.5K	0.1%	160
2024 Q2	$394K	Buy	773 +64	+9%	+$31.4K	0.09%	170
2024 Q1	$351K	Sell	709 -38	-5%	-$19.3K	0.07%	196
2023 Q4	$393K	Buy	747 +198	+36%	+$106K	0.09%	179
2023 Q3	$277K	Buy	549 +66	+14%	+$32.5K	0.07%	205
2023 Q2	$232K	Sell	483 -5	-1%	-$2.44K	0.06%	216
2023 Q1	$231K	Buy	488 +99	+25%	+$47.8K	0.06%	209
2022 Q4	$206K	Buy	+389	New	+$206K	0.06%	221

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Walkner Condon Financial Advisors's UNH Position: Q2 2026 in Review

Walkner Condon Financial Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 762 shares worth $317K. The stake represents 0.04% of the portfolio and ranks #254 among its holdings. This is a return to the name: Walkner Condon Financial Advisors previously reported a position in UNH as recently as Q4 2025.

Walkner Condon Financial Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $492K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Walkner Condon Financial Advisors held 762 shares of UnitedHealth worth $317K as of Q2 2026.
UnitedHealth was a new Walkner Condon Financial Advisors position in Q2 2026.
UnitedHealth made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #254 holding.
Walkner Condon Financial Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Walkner Condon Financial Advisors's UnitedHealth position peaked at $492K in Q3 2024.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.