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Bernicke Wealth Management’s UnitedHealth UNH Stock Holding History

Bernicke 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 		$1.43M Sell
3,452
-282
-8% -$105K 0.17% 41
2026
Q1 		$1.01M Buy
3,734
+51
+1% +$15.2K 0.13% 46
2025
Q4 		$1.22M Buy
+3,683
New +$1.25M 0.16% 44
2020
Q2 		$923K Sell
3,131
-1,522
-33% -$436K 0.68% 18
2020
Q1 		$1.16M Buy
4,653
+137
+3% +$37.7K 0.7% 17
2019
Q4 		$1.33M Buy
4,516
+164
+4% +$42.9K 0.74% 14
2019
Q3 		$946K Buy
4,352
+493
+13% +$119K 0.55% 37
2019
Q2 		$942K Buy
3,859
+293
+8% +$70.5K 0.56% 33
2019
Q1 		$882K Buy
3,566
+128
+4% +$32.6K 0.55% 27
2018
Q4 		$857K Buy
3,438
+150
+5% +$39.6K 0.59% 18
2018
Q3 		$875K Buy
3,288
+228
+7% +$59.3K 0.58% 21
2018
Q2 		$751K Buy
3,060
+180
+6% +$43.2K 0.53% 22
2018
Q1 		$616K Sell
2,880
-265
-8% -$60.5K 0.45% 28
2017
Q4 		$693K Buy
3,145
+206
+7% +$43.7K 0.52% 19
2017
Q3 		$576K Buy
2,939
+385
+15% +$74.4K 0.45% 23
2017
Q2 		$474K Buy
2,554
+927
+57% +$163K 0.38% 26
2017
Q1 		$267K Buy
+1,627
New +$266K 0.22% 47

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 $3.38T AUM 44.17% 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

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

Bernicke Wealth Management reduced its UnitedHealth (UNH) stake by 7.6% in Q2 2026, selling an estimated $105K and leaving 3,452 shares worth $1.43M. The position accounts for 0.17% of the portfolio, ranked #41.

Bernicke Wealth Management first reported a position in UNH in Q1 2017 and has held it in 17 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bernicke Wealth Management held 3,452 shares of UnitedHealth worth $1.43M as of Q2 2026.
  • Bernicke Wealth Management sold 282 UnitedHealth shares in Q2 2026, an estimated $105K.
  • UnitedHealth made up 0.17% of Bernicke Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Bernicke Wealth Management first reported a position in UnitedHealth in Q1 2017 and has held it in 17 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.