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Baxter Bros Inc’s UnitedHealth UNH Stock Holding History

Baxter Bros Inc’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
Q1 		– Sell
-843
Closed -$278K – 175
2025
Q4 		$278K Sell
843
-52
-6% -$17.6K 0.03% 147
2025
Q3 		$309K Buy
+895
New +$271K 0.04% 141
2025
Q2 		– Sell
-860
Closed -$450K – 157
2025
Q1 		$450K Buy
860
+200
+30% +$102K 0.06% 112
2024
Q4 		$334K Sell
660
-18
-3% -$10.2K 0.04% 122
2024
Q3 		$396K Sell
678
-400
-37% -$226K 0.05% 122
2024
Q2 		$549K Sell
1,078
-10
-0.9% -$4.9K 0.07% 101
2024
Q1 		$538K Sell
1,088
-211
-16% -$107K 0.07% 106
2023
Q4 		$684K Sell
1,299
-108
-8% -$57.6K 0.09% 92
2023
Q3 		$709K Buy
1,407
+43
+3% +$21.2K 0.11% 87
2023
Q2 		$656K Buy
1,364
+140
+11% +$68.5K 0.1% 84
2023
Q1 		$578K Sell
1,224
-110
-8% -$53.1K 0.09% 92
2022
Q4 		$707K Sell
1,334
-65
-5% -$34.4K 0.12% 81
2022
Q3 		$707K Sell
1,399
-18
-1% -$9.46K 0.13% 82
2022
Q2 		$728K Sell
1,417
-83
-6% -$41.7K 0.13% 77
2022
Q1 		$765K Sell
1,500
-21
-1% -$10.1K 0.11% 80
2021
Q4 		$764K Buy
1,521
+58
+4% +$26.3K 0.11% 78
2021
Q3 		$572K Buy
+1,463
New +$606K 0.09% 81

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baxter Bros Inc's UNH Position: Q1 2026 in Review

Baxter Bros Inc sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 843 shares — an estimated $278K sold.

Baxter Bros Inc first reported a position in UNH in Q3 2021 and held it in 17 quarters. The position peaked at $765K in Q1 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Baxter Bros Inc reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Baxter Bros Inc sold 843 UnitedHealth shares in Q1 2026, an estimated $278K.
  • Baxter Bros Inc first reported a position in UnitedHealth in Q3 2021 and held it in 17 quarters.
  • Baxter Bros Inc's UnitedHealth position peaked at $765K in Q1 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Baxter Bros Inc's 13F filing for Q1 2026, filed 28 Apr 2026.