WP
UNH icon

Westmount Partners’s UnitedHealth UNH Stock Holding History

Westmount 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 		$299K Buy
+718
New +$266K 0.07% 214
2026
Q1 		– Sell
-621
Closed -$205K – 282
2025
Q4 		$205K Sell
621
-412
-40% -$140K 0.05% 238
2025
Q3 		$360K Sell
1,033
-24
-2% -$7.26K 0.09% 171
2025
Q2 		$330K Buy
1,057
+418
+65% +$160K 0.09% 177
2025
Q1 		$334K Sell
639
-57
-8% -$29.1K 0.1% 169
2024
Q4 		$352K Sell
696
-10
-1% -$5.68K 0.11% 150
2024
Q3 		$413K Sell
706
-17
-2% -$9.62K 0.12% 135
2024
Q2 		$357K Sell
723
-46
-6% -$22.5K 0.12% 139
2024
Q1 		$381K Sell
769
-92
-11% -$46.8K 0.14% 141
2023
Q4 		$453K Sell
861
-17
-2% -$9.07K 0.19% 113
2023
Q3 		$443K Buy
878
+7
+0.8% +$3.44K 0.2% 117
2023
Q2 		$419K Buy
871
+38
+5% +$18.6K 0.18% 114
2023
Q1 		$394K Buy
833
+12
+1% +$5.79K 0.18% 118
2022
Q4 		$435K Buy
+821
New +$435K 0.23% 104

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return