Wedmont Private Capital’s UnitedHealth UNH Stock Holding History

Wedmont Private Capital’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	$5.59M	Buy	13,166 +122	+0.9%	+$45.2K	0.15%	86
2026 Q1	$3.99M	Sell	13,044 -1,951	-13%	-$581K	0.13%	90
2025 Q4	$5.12M	Sell	14,995 -45	-0.3%	-$15.3K	0.18%	72
2025 Q3	$5.47M	Buy	15,040 +4,011	+36%	+$1.21M	0.2%	67
2025 Q2	$3.34M	Sell	11,029 -1,067	-9%	-$408K	0.14%	87
2025 Q1	$7.25M	Sell	12,096 -685	-5%	-$350K	0.37%	43
2024 Q4	$6.65M	Buy	12,781 +501	+4%	+$285K	0.35%	43
2024 Q3	$7.17M	Buy	12,280 +1,339	+12%	+$757K	0.41%	41
2024 Q2	$5.6M	Buy	10,941 +4,804	+78%	+$2.35M	0.35%	44
2024 Q1	$2.82M	Sell	6,137 -1,561	-20%	-$794K	0.21%	69
2023 Q4	$4.13M	Buy	7,698 +1,243	+19%	+$663K	0.34%	42
2023 Q3	$3.4M	Buy	6,455 +1,468	+29%	+$722K	0.34%	47
2023 Q2	$2.39M	Buy	4,987 +623	+14%	+$305K	0.26%	61
2023 Q1	$2.25M	Sell	4,364 -1,347	-24%	-$650K	0.3%	56
2022 Q4	$2.8M	Buy	5,711 +1,192	+26%	+$631K	0.42%	43
2022 Q3	$2.28M	Buy	4,519 +915	+25%	+$481K	0.46%	35
2022 Q2	$1.85M	Buy	3,604 +269	+8%	+$135K	0.4%	40
2022 Q1	$1.7M	Buy	3,335 +1,139	+52%	+$549K	0.38%	49
2021 Q4	$1.03M	Buy	+2,196	New	+$994K	0.32%	58

Other funds holding UNH

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Handelsbanken Fonder

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM