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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

BCS Wealth Management reduced its UnitedHealth (UNH) stake by 5% in Q2 2026, selling an estimated $26.3K and leaving 1,342 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #166.

BCS Wealth Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $961K in Q4 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BCS Wealth Management held 1,342 shares of UnitedHealth worth $558K as of Q2 2026.
  • BCS Wealth Management sold 71 UnitedHealth shares in Q2 2026, an estimated $26.3K.
  • UnitedHealth made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #166 holding.
  • BCS Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • BCS Wealth Management's UnitedHealth position peaked at $961K in Q4 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.