Baker Avenue Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.15M | Buy |
7,578
+896
| +13% | +$332K | 0.06% | 191 |
|
|
2026
Q1 | $1.81M | Buy |
6,682
+720
| +12% | +$214K | 0.04% | 221 |
|
|
2025
Q4 | $1.97M | Sell |
5,962
-223
| -4% | -$75.6K | 0.05% | 210 |
|
|
2025
Q3 | $2.14M | Sell |
6,185
-142
| -2% | -$42.9K | 0.05% | 201 |
|
|
2025
Q2 | $1.97M | Buy |
6,327
+334
| +6% | +$128K | 0.06% | 191 |
|
|
2025
Q1 | $3.14M | Buy |
5,993
+4,513
| +305% | +$2.31M | 0.1% | 155 |
|
|
2024
Q4 | $749K | Sell |
1,480
-179
| -11% | -$102K | 0.02% | 261 |
|
|
2024
Q3 | $970K | Sell |
1,659
-48
| -3% | -$27.1K | 0.03% | 232 |
|
|
2024
Q2 | $869K | Buy |
1,707
+92
| +6% | +$45.1K | 0.03% | 231 |
|
|
2024
Q1 | $799K | Sell |
1,615
-2,750
| -63% | -$1.4M | 0.03% | 227 |
|
|
2023
Q4 | $2.3M | Buy |
4,365
+3,146
| +258% | +$1.68M | 0.1% | 146 |
|
|
2023
Q3 | $615K | Buy |
1,219
+20
| +2% | +$9.84K | 0.03% | 246 |
|
|
2023
Q2 | $576K | Sell |
1,199
-452
| -27% | -$221K | 0.03% | 253 |
|
|
2023
Q1 | $780K | Sell |
1,651
-6,582
| -80% | -$3.18M | 0.04% | 200 |
|
|
2022
Q4 | $4.36M | Sell |
8,233
-74
| -0.9% | -$39.2K | 0.26% | 84 |
|
|
2022
Q3 | $4.2M | Sell |
8,307
-2,334
| -22% | -$1.23M | 0.26% | 87 |
|
|
2022
Q2 | $5.47M | Buy |
10,641
+429
| +4% | +$215K | 0.36% | 69 |
|
|
2022
Q1 | $5.21M | Buy |
10,212
+1,547
| +18% | +$746K | 0.27% | 89 |
|
|
2021
Q4 | $4.35M | Buy |
8,665
+1,273
| +17% | +$576K | 0.22% | 92 |
|
|
2021
Q3 | $2.89M | Buy |
7,392
+699
| +10% | +$290K | 0.17% | 100 |
|
|
2021
Q2 | $2.68M | Buy |
6,693
+833
| +14% | +$332K | 0.15% | 103 |
|
|
2021
Q1 | $2.18M | Sell |
5,860
-691
| -11% | -$239K | 0.13% | 103 |
|
|
2020
Q4 | $2.3M | Buy |
6,551
+320
| +5% | +$107K | 0.16% | 94 |
|
|
2020
Q3 | $1.94M | Buy |
6,231
+214
| +4% | +$65.7K | 0.15% | 90 |
|
|
2020
Q2 | $1.77M | Sell |
6,017
-629
| -9% | -$180K | 0.15% | 90 |
|
|
2020
Q1 | $1.66M | Sell |
6,646
-268
| -4% | -$73.7K | 0.2% | 57 |
|
|
2019
Q4 | $2.03M | Sell |
6,914
-1,296
| -16% | -$339K | 0.15% | 111 |
|
|
2019
Q3 | $1.78M | Buy |
8,210
+668
| +9% | +$161K | 0.14% | 98 |
|
|
2019
Q2 | $1.84M | Buy |
7,542
+2,198
| +41% | +$529K | 0.15% | 95 |
|
|
2019
Q1 | $1.32M | Sell |
5,344
-289
| -5% | -$73.7K | 0.11% | 117 |
|
|
2018
Q4 | $1.4M | Sell |
5,633
-240
| -4% | -$63.4K | 0.14% | 110 |
|
|
2018
Q3 | $1.56M | Buy |
5,873
+259
| +5% | +$67.4K | 0.13% | 117 |
|
|
2018
Q2 | $1.38M | Buy |
5,614
+199
| +4% | +$47.8K | 0.12% | 121 |
|
|
2018
Q1 | $1.16M | Sell |
5,415
-615
| -10% | -$140K | 0.11% | 138 |
|
|
2017
Q4 | $1.33M | Buy |
6,030
+507
| +9% | +$107K | 0.13% | 115 |
|
|
2017
Q3 | $1.08M | Buy |
5,523
+250
| +5% | +$48.3K | 0.12% | 114 |
|
|
2017
Q2 | $978K | Buy |
5,273
+610
| +13% | +$107K | 0.13% | 105 |
|
|
2017
Q1 | $765K | Buy |
+4,663
| New | +$764K | 0.1% | 121 |
|
Other funds holding UNH
VAM
Baker Avenue Asset Management's UNH Position: Q2 2026 in Review
Baker Avenue Asset Management increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $332K and bringing the position to 7,578 shares worth $3.15M. The position accounts for 0.06% of the portfolio, ranked #191.
Baker Avenue Asset Management first reported a position in UNH in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.47M in Q2 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Baker Avenue Asset Management held 7,578 shares of UnitedHealth worth $3.15M as of Q2 2026.
- Baker Avenue Asset Management bought 896 UnitedHealth shares in Q2 2026, an estimated $332K.
- UnitedHealth made up 0.06% of Baker Avenue Asset Management's portfolio in Q2 2026, its #191 holding.
- Baker Avenue Asset Management first reported a position in UnitedHealth in Q1 2017 and has held it in 38 quarters since.
- Baker Avenue Asset Management's UnitedHealth position peaked at $5.47M in Q2 2022.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.