BCK Partners’s UnitedHealth UNH Stock Holding History

BCK 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	$475K	Hold	1,142	–	–	0.23%	18
2026 Q1	$309K	Hold	1,142	–	–	0.17%	20
2025 Q4	$377K	Sell	1,142 -105	-8%	-$35.6K	0.2%	19
2025 Q3	$431K	Sell	1,247 -38	-3%	-$11.5K	0.23%	18
2025 Q2	$401K	Hold	1,285	–	–	0.24%	18
2025 Q1	$673K	Hold	1,285	–	–	0.42%	13
2024 Q4	$650K	Sell	1,285 -11	-0.8%	-$6.25K	0.4%	13
2024 Q3	$758K	Buy	1,296 +16	+1%	+$9.05K	0.36%	13
2024 Q2	$652K	Buy	1,280 +11	+0.9%	+$5.39K	0.34%	14
2024 Q1	$628K	Buy	1,269 +27	+2%	+$13.7K	0.34%	15
2023 Q4	$654K	Sell	1,242 -100	-7%	-$53.3K	0.37%	16
2023 Q3	$677K	Hold	1,342	–	–	0.42%	14
2023 Q2	$645K	Hold	1,342	–	–	0.4%	15
2023 Q1	$634K	Hold	1,342	–	–	0.41%	15
2022 Q4	$712K	Hold	1,342	–	–	0.48%	15
2022 Q3	$678K	Hold	1,342	–	–	0.49%	16
2022 Q2	$689K	Hold	1,342	–	–	0.48%	13
2022 Q1	$684K	Hold	1,342	–	–	0.42%	14
2021 Q4	$674K	Hold	1,342	–	–	0.4%	14
2021 Q3	$524K	Hold	1,342	–	–	0.33%	14
2021 Q2	$537K	Hold	1,342	–	–	0.36%	14
2021 Q1	$535K	Buy	+1,342	New	+$465K	0.38%	14

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCK Partners's UNH Position: Q2 2026 in Review

BCK Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 1,142 shares worth $475K. The position accounts for 0.23% of the portfolio, ranked #18.

BCK Partners first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $758K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BCK Partners held 1,142 shares of UnitedHealth worth $475K as of Q2 2026.
BCK Partners left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.23% of BCK Partners's portfolio in Q2 2026, its #18 holding.
BCK Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
BCK Partners's UnitedHealth position peaked at $758K in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.