Bartlett & Co Wealth 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 | $68.1M | Sell |
163,859
-942
| -0.6% | -$349K | 0.85% | 35 |
|
|
2026
Q1 | $61.1M | Sell |
164,801
-21,244
| -11% | -$6.33M | 0.78% | 34 |
|
|
2025
Q4 | $61.4M | Buy |
186,045
+3,253
| +2% | +$1.1M | 0.8% | 36 |
|
|
2025
Q3 | $63.1M | Buy |
182,792
+12,230
| +7% | +$3.7M | 0.84% | 33 |
|
|
2025
Q2 | $53.2M | Sell |
170,562
-697
| -0.4% | -$266K | 0.74% | 40 |
|
|
2025
Q1 | $89.7M | Sell |
171,259
-4,654
| -3% | -$2.38M | 1.32% | 22 |
|
|
2024
Q4 | $89M | Sell |
175,913
-1,029
| -0.6% | -$585K | 1.29% | 21 |
|
|
2024
Q3 | $103M | Sell |
176,942
-492
| -0.3% | -$278K | 1.48% | 19 |
|
|
2024
Q2 | $90.4M | Buy |
177,434
+1,801
| +1% | +$883K | 1.37% | 18 |
|
|
2024
Q1 | $86.9M | Buy |
175,633
+10,501
| +6% | +$5.34M | 1.34% | 20 |
|
|
2023
Q4 | $86.7M | Buy |
165,132
+779
| +0.5% | +$415K | 1.41% | 19 |
|
|
2023
Q3 | $82.9M | Buy |
164,353
+8,873
| +6% | +$4.37M | 1.49% | 18 |
|
|
2023
Q2 | $74.7M | Buy |
155,480
+26,778
| +21% | +$13.1M | 1.29% | 22 |
|
|
2023
Q1 | $60.8M | Buy |
128,702
+4,823
| +4% | +$2.33M | 1.17% | 27 |
|
|
2022
Q4 | $65.7M | Buy |
123,879
+3,294
| +3% | +$1.74M | 1.32% | 22 |
|
|
2022
Q3 | $60.9M | Buy |
120,585
+2,048
| +2% | +$1.08M | 1.31% | 26 |
|
|
2022
Q2 | $60.9M | Sell |
118,537
-1,227
| -1% | -$616K | 1.23% | 28 |
|
|
2022
Q1 | $61.1M | Sell |
119,764
-3,786
| -3% | -$1.83M | 1.07% | 31 |
|
|
2021
Q4 | $62M | Buy |
123,550
+3,644
| +3% | +$1.65M | 1.05% | 30 |
|
|
2021
Q3 | $46.9M | Buy |
119,906
+901
| +0.8% | +$373K | 0.89% | 41 |
|
|
2021
Q2 | $47.7M | Buy |
119,005
+1,404
| +1% | +$560K | 0.91% | 42 |
|
|
2021
Q1 | $43.8M | Buy |
117,601
+15,372
| +15% | +$5.33M | 0.88% | 41 |
|
|
2020
Q4 | $35.8M | Buy |
102,229
+2,120
| +2% | +$711K | 0.76% | 47 |
|
|
2020
Q3 | $31.2M | Buy |
100,109
+4,255
| +4% | +$1.31M | 0.73% | 48 |
|
|
2020
Q2 | $28.3M | Buy |
95,854
+23,700
| +33% | +$6.79M | 0.74% | 48 |
|
|
2020
Q1 | $18M | Buy |
72,154
+16,935
| +31% | +$4.66M | 0.55% | 55 |
|
|
2019
Q4 | $16.2M | Buy |
55,219
+49,601
| +883% | +$13M | 0.4% | 69 |
|
|
2019
Q3 | $1.22M | Buy |
5,618
+891
| +19% | +$215K | 0.03% | 193 |
|
|
2019
Q2 | $1.15M | Sell |
4,727
-76
| -2% | -$18.3K | 0.04% | 158 |
|
|
2019
Q1 | $1.19M | Buy |
4,803
+11
| +0.2% | +$2.81K | 0.05% | 157 |
|
|
2018
Q4 | $1.19M | Sell |
4,792
-31
| -0.6% | -$8.19K | 0.05% | 153 |
|
|
2018
Q3 | $1.28M | Sell |
4,823
-158
| -3% | -$41.1K | 0.05% | 153 |
|
|
2018
Q2 | $1.22M | Buy |
4,981
+442
| +10% | +$106K | 0.05% | 150 |
|
|
2018
Q1 | $971K | Buy |
+4,539
| New | +$1.04M | 0.04% | 160 |
|
Other funds holding UNH
PAM
Bartlett & Co Wealth Management's UNH Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its UnitedHealth (UNH) stake by 0.57% in Q2 2026, selling an estimated $349K and leaving 163,859 shares worth $68.1M. The position accounts for 0.85% of the portfolio, ranked #35.
Bartlett & Co Wealth Management first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. The position peaked at $103M in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Bartlett & Co Wealth Management held 163,859 shares of UnitedHealth worth $68.1M as of Q2 2026.
- Bartlett & Co Wealth Management sold 942 UnitedHealth shares in Q2 2026, an estimated $349K.
- UnitedHealth made up 0.85% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #35 holding.
- Bartlett & Co Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's UnitedHealth position peaked at $103M in Q3 2024.
- 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.