Becker Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Sell |
7,033
-543
| -7% | -$162K | 0.06% | 136 |
|
|
2025
Q4 | $2.5M | Sell |
7,576
-8
| -0.1% | -$2.71K | 0.07% | 132 |
|
|
2025
Q3 | $2.62M | Sell |
7,584
-384
| -5% | -$116K | 0.08% | 133 |
|
|
2025
Q2 | $2.49M | Buy |
7,968
+20
| +0.3% | +$7.64K | 0.08% | 128 |
|
|
2025
Q1 | $4.16M | Sell |
7,948
-63
| -0.8% | -$32.2K | 0.14% | 104 |
|
|
2024
Q4 | $4.05M | Sell |
8,011
-5
| -0.1% | -$2.84K | 0.13% | 109 |
|
|
2024
Q3 | $4.69M | Buy |
8,016
+6
| +0.1% | +$3.39K | 0.15% | 102 |
|
|
2024
Q2 | $4.08M | Sell |
8,010
-152
| -2% | -$74.5K | 0.14% | 108 |
|
|
2024
Q1 | $4.04M | Sell |
8,162
-129
| -2% | -$65.6K | 0.14% | 104 |
|
|
2023
Q4 | $4.36M | Sell |
8,291
-251
| -3% | -$134K | 0.16% | 99 |
|
|
2023
Q3 | $4.31M | Sell |
8,542
-1,641
| -16% | -$808K | 0.17% | 98 |
|
|
2023
Q2 | $4.89M | Buy |
10,183
+1,507
| +17% | +$737K | 0.19% | 95 |
|
|
2023
Q1 | $4.1M | Buy |
8,676
+513
| +6% | +$248K | 0.16% | 103 |
|
|
2022
Q4 | $4.33M | Sell |
8,163
-342
| -4% | -$181K | 0.2% | 89 |
|
|
2022
Q3 | $4.29M | Sell |
8,505
-10
| -0.1% | -$5.26K | 0.23% | 87 |
|
|
2022
Q2 | $4.37M | Sell |
8,515
-14
| -0.2% | -$7.03K | 0.21% | 90 |
|
|
2022
Q1 | $4.35M | Sell |
8,529
-27
| -0.3% | -$13K | 0.18% | 95 |
|
|
2021
Q4 | $4.3M | Buy |
8,556
+386
| +5% | +$175K | 0.17% | 96 |
|
|
2021
Q3 | $3.19M | Sell |
8,170
-28
| -0.3% | -$11.6K | 0.13% | 102 |
|
|
2021
Q2 | $3.28M | Buy |
8,198
+33
| +0.4% | +$13.2K | 0.14% | 102 |
|
|
2021
Q1 | $3.04M | Buy |
8,165
+340
| +4% | +$118K | 0.14% | 104 |
|
|
2020
Q4 | $2.74M | Sell |
7,825
-563
| -7% | -$189K | 0.14% | 96 |
|
|
2020
Q3 | $2.62M | Buy |
8,388
+260
| +3% | +$79.9K | 0.15% | 91 |
|
|
2020
Q2 | $2.4M | Sell |
8,128
-155
| -2% | -$44.4K | 0.14% | 92 |
|
|
2020
Q1 | $2.07M | Buy |
8,283
+13
| +0.2% | +$3.58K | 0.13% | 91 |
|
|
2019
Q4 | $2.43M | Sell |
8,270
-12
| -0.1% | -$3.14K | 0.09% | 90 |
|
|
2019
Q3 | $1.8M | Sell |
8,282
-20
| -0.2% | -$4.83K | 0.07% | 89 |
|
|
2019
Q2 | $2.03M | Buy |
8,302
+475
| +6% | +$114K | 0.07% | 86 |
|
|
2019
Q1 | $1.94M | Buy |
7,827
+2,935
| +60% | +$748K | 0.07% | 89 |
|
|
2018
Q4 | $1.22M | Sell |
4,892
-112
| -2% | -$29.6K | 0.05% | 95 |
|
|
2018
Q3 | $1.33M | Buy |
5,004
+350
| +8% | +$91K | 0.04% | 97 |
|
|
2018
Q2 | $1.14M | Sell |
4,654
-128
| -3% | -$30.7K | 0.04% | 97 |
|
|
2018
Q1 | $1.02M | Sell |
4,782
-670
| -12% | -$153K | 0.03% | 99 |
|
|
2017
Q4 | $1.2M | Buy |
5,452
+570
| +12% | +$121K | 0.04% | 95 |
|
|
2017
Q3 | $956K | Buy |
4,882
+3,361
| +221% | +$649K | 0.03% | 94 |
|
|
2017
Q2 | $282K | Hold |
1,521
| – | – | 0.01% | 119 |
|
|
2017
Q1 | $249K | Buy |
1,521
+49
| +3% | +$8.03K | 0.01% | 127 |
|
|
2016
Q4 | $236K | Sell |
1,472
-68
| -4% | -$10.2K | 0.01% | 132 |
|
|
2016
Q3 | $216K | Buy |
1,540
+68
| +5% | +$9.52K | 0.01% | 133 |
|
|
2016
Q2 | $208K | Buy |
+1,472
| New | +$196K | 0.01% | 132 |
|
Other funds holding UNH
VCM
VPM
Becker Capital Management's UNH Position: Q1 2026 in Review
Becker Capital Management reduced its UnitedHealth (UNH) stake by 7.2% in Q1 2026, selling an estimated $162K and leaving 7,033 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #136.
Becker Capital Management first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.89M in Q2 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Becker Capital Management held 7,033 shares of UnitedHealth worth $1.9M as of Q1 2026.
- Becker Capital Management sold 543 UnitedHealth shares in Q1 2026, an estimated $162K.
- UnitedHealth made up 0.06% of Becker Capital Management's portfolio in Q1 2026, its #136 holding.
- Becker Capital Management first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
- Becker Capital Management's UnitedHealth position peaked at $4.89M in Q2 2023.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.