BFIM
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Beese Fulmer Investment Management’s UnitedHealth UNH Stock Holding History

Beese Fulmer Investment 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
Q1 		$488K Sell
1,804
-163
-8% -$48.5K 0.03% 207
2025
Q4 		$649K Buy
1,967
+476
+32% +$161K 0.04% 178
2025
Q3 		$515K Buy
1,491
+140
+10% +$42.3K 0.04% 182
2025
Q2 		$421K Sell
1,351
-21,839
-94% -$8.35M 0.03% 198
2025
Q1 		$12.1M Sell
23,190
-81
-0.3% -$41.4K 1.05% 34
2024
Q4 		$11.8M Buy
23,271
+511
+2% +$290K 1% 35
2024
Q3 		$13.3M Buy
22,760
+279
+1% +$158K 1.14% 32
2024
Q2 		$11.4M Buy
22,481
+1,858
+9% +$911K 1.04% 38
2024
Q1 		$10.2M Buy
20,623
+19,109
+1,262% +$9.71M 0.96% 40
2023
Q4 		$797K Buy
1,514
+23
+2% +$12.3K 0.08% 124
2023
Q3 		$752K Sell
1,491
-22
-1% -$10.8K 0.08% 127
2023
Q2 		$727K Sell
1,513
-113
-7% -$55.3K 0.08% 134
2023
Q1 		$768K Buy
1,626
+642
+65% +$310K 0.09% 131
2022
Q4 		$522K Sell
984
-12
-1% -$6.36K 0.06% 149
2022
Q3 		$503K Sell
996
-68
-6% -$35.8K 0.07% 140
2022
Q2 		$547K Sell
1,064
-4
-0.4% -$2.01K 0.07% 139
2022
Q1 		$545K Sell
1,068
-74
-6% -$35.7K 0.06% 151
2021
Q4 		$573K Buy
1,142
+216
+23% +$97.8K 0.06% 152
2021
Q3 		$362K Buy
926
+194
+27% +$80.4K 0.04% 176
2021
Q2 		$293K Buy
+732
New +$292K 0.03% 184

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beese Fulmer Investment Management's UNH Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its UnitedHealth (UNH) stake by 8.3% in Q1 2026, selling an estimated $48.5K and leaving 1,804 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #207.

Beese Fulmer Investment Management first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Beese Fulmer Investment Management held 1,804 shares of UnitedHealth worth $488K as of Q1 2026.
  • Beese Fulmer Investment Management sold 163 UnitedHealth shares in Q1 2026, an estimated $48.5K.
  • UnitedHealth made up 0.03% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #207 holding.
  • Beese Fulmer Investment Management first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
  • Beese Fulmer Investment Management's UnitedHealth position peaked at $13.3M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.