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BCGM Wealth Management’s UnitedHealth UNH Stock Holding History

BCGM Wealth Management’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 		$3.34M Buy
8,027
+478
+6% +$177K 0.71% 47
2026
Q1 		$2.04M Buy
7,549
+747
+11% +$222K 0.51% 58
2025
Q4 		$2.25M Buy
6,802
+288
+4% +$97.6K 0.57% 52
2025
Q3 		$2.25M Buy
6,514
+159
+3% +$48.1K 0.59% 52
2025
Q2 		$1.98M Buy
6,355
+2,359
+59% +$902K 0.56% 52
2025
Q1 		$2.09M Buy
3,996
+138
+4% +$70.5K 0.64% 49
2024
Q4 		$1.95M Buy
3,858
+143
+4% +$81.3K 0.62% 47
2024
Q3 		$2.17M Buy
3,715
+100
+3% +$56.6K 0.7% 40
2024
Q2 		$1.84M Sell
3,615
-43
-1% -$21.1K 0.64% 44
2024
Q1 		$1.81M Buy
3,658
+102
+3% +$51.9K 0.65% 44
2023
Q4 		$1.87M Buy
3,556
+60
+2% +$32K 0.76% 38
2023
Q3 		$1.76M Buy
3,496
+225
+7% +$111K 0.81% 34
2023
Q2 		$1.57M Buy
3,271
+222
+7% +$109K 0.69% 36
2023
Q1 		$1.44M Sell
3,049
-150
-5% -$72.4K 0.73% 37
2022
Q4 		$1.7M Sell
3,199
-16
-0.5% -$8.47K 0.82% 31
2022
Q3 		$1.75M Buy
3,215
+197
+7% +$104K 0.87% 31
2022
Q2 		$1.64M Buy
3,018
+47
+2% +$23.6K 0.83% 28
2022
Q1 		$1.51M Buy
2,971
+256
+9% +$123K 0.82% 29
2021
Q4 		$1.36M Buy
2,715
+327
+14% +$148K 0.73% 32
2021
Q3 		$1.1M Buy
2,388
+284
+13% +$118K 0.61% 39
2021
Q2 		$867K Buy
2,104
+266
+14% +$106K 0.51% 45
2021
Q1 		$729K Buy
1,838
+203
+12% +$70.3K 0.5% 47
2020
Q4 		$537K Buy
+1,635
New +$548K 0.38% 47

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

BCGM Wealth Management's UNH Position: Q2 2026 in Review

BCGM Wealth Management increased its UnitedHealth (UNH) stake by 6.3% in Q2 2026, buying an estimated $177K and bringing the position to 8,027 shares worth $3.34M. The position accounts for 0.71% of the portfolio, ranked #47.

BCGM Wealth Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BCGM Wealth Management held 8,027 shares of UnitedHealth worth $3.34M as of Q2 2026.
  • BCGM Wealth Management bought 478 UnitedHealth shares in Q2 2026, an estimated $177K.
  • UnitedHealth made up 0.71% of BCGM Wealth Management's portfolio in Q2 2026, its #47 holding.
  • BCGM Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.