BCS Wealth Management
UNH icon

BCS Wealth Management’s UnitedHealth UNH Stock Holding History

BCS 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
Q3 		$501K Buy
1,364
+22
+2% +$8.86K 0.09% 175
2026
Q2 		$558K Sell
1,342
-71
-5% -$26.3K 0.1% 166
2026
Q1 		$382K Sell
1,413
-1,499
-51% -$446K 0.08% 185
2025
Q4 		$961K Buy
2,912
+1,226
+73% +$415K 0.1% 163
2025
Q3 		$582K Sell
1,686
-185
-10% -$56K 0.13% 138
2025
Q2 		$584K Buy
1,871
+248
+15% +$94.8K 0.13% 146
2025
Q1 		$850K Buy
1,623
+485
+43% +$248K 0.22% 92
2024
Q4 		$576K Buy
1,138
+11
+1% +$6.25K 0.14% 133
2024
Q3 		$659K Buy
1,127
+108
+11% +$61.1K 0.28% 72
2024
Q2 		$519K Hold
1,019
– – 0.25% 83
2024
Q1 		$504K Sell
1,019
-31
-3% -$15.8K 0.16% 133
2023
Q4 		$553K Sell
1,050
-8
-0.8% -$4.27K 0.2% 108
2023
Q3 		$533K Hold
1,058
– – 0.22% 103
2023
Q2 		$509K Buy
1,058
+386
+57% +$189K 0.37% 60
2023
Q1 		$318K Sell
672
-426
-39% -$206K 0.14% 116
2022
Q4 		$582K Sell
1,098
-10
-0.9% -$5.3K 0.24% 94
2022
Q3 		$560K Sell
1,108
-185
-14% -$97.3K 0.26% 92
2022
Q2 		$664K Buy
1,293
+155
+14% +$77.8K 0.3% 80
2022
Q1 		$580K Sell
1,138
-178
-14% -$85.8K 0.24% 98
2021
Q4 		$661K Buy
1,316
+154
+13% +$69.7K 0.24% 90
2021
Q3 		$454K Buy
1,162
+20
+2% +$8.28K 0.19% 100
2021
Q2 		$457K Buy
1,142
+10
+0.9% +$3.99K 0.24% 83
2021
Q1 		$421K Sell
1,132
-45
-4% -$15.6K 0.2% 89
2020
Q4 		$413K Buy
1,177
+54
+5% +$18.1K 0.21% 84
2020
Q3 		$350K Sell
1,123
-11
-1% -$3.38K 0.2% 91
2020
Q2 		$334K Hold
1,134
– – 0.2% 92
2020
Q1 		$283K Sell
1,134
-61
-5% -$16.8K 0.2% 87
2019
Q4 		$351K Buy
+1,195
New +$313K 0.23% 75

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BCS Wealth Management's UNH Position: Q3 2026 in Review

BCS Wealth Management increased its UnitedHealth (UNH) stake by 1.6% in Q3 2026, buying an estimated $8.86K and bringing the position to 1,364 shares worth $501K. The position accounts for 0.09% of the portfolio, ranked #175.

BCS Wealth Management first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $961K in Q4 2025. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • BCS Wealth Management held 1,364 shares of UnitedHealth worth $501K as of Q3 2026.
  • BCS Wealth Management bought 22 UnitedHealth shares in Q3 2026, an estimated $8.86K.
  • UnitedHealth made up 0.09% of BCS Wealth Management's portfolio in Q3 2026, its #175 holding.
  • BCS Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • BCS Wealth Management's UnitedHealth position peaked at $961K in Q4 2025.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.