BigSur Wealth 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
Q2 | $3.61M | Buy |
8,694
+2,000
| +30% | +$741K | 0.87% | 29 |
|
|
2026
Q1 | $1.81M | Sell |
6,694
-2,200
| -25% | -$655K | 0.51% | 56 |
|
|
2025
Q4 | $2.94M | Sell |
8,894
-550
| -6% | -$186K | 0.71% | 40 |
|
|
2025
Q3 | $3.26M | Sell |
9,444
-2,186
| -19% | -$661K | 0.8% | 36 |
|
|
2025
Q2 | $3.63M | Buy |
11,630
+6,887
| +145% | +$2.63M | 0.92% | 34 |
|
|
2025
Q1 | $2.48M | Buy |
4,743
+25
| +0.5% | +$12.8K | 0.67% | 40 |
|
|
2024
Q4 | $2.39M | Hold |
4,718
| – | – | 0.68% | 41 |
|
|
2024
Q3 | $2.76M | Hold |
4,718
| – | – | 0.76% | 39 |
|
|
2024
Q2 | $2.4M | Buy |
4,718
+187
| +4% | +$91.7K | 0.74% | 39 |
|
|
2024
Q1 | $2.24M | Buy |
4,531
+1,408
| +45% | +$716K | 0.7% | 41 |
|
|
2023
Q4 | $1.64M | Sell |
3,123
-16
| -0.5% | -$8.53K | 0.78% | 35 |
|
|
2023
Q3 | $1.58M | Sell |
3,139
-50
| -2% | -$24.6K | 0.8% | 37 |
|
|
2023
Q2 | $1.53M | Sell |
3,189
-30
| -0.9% | -$14.7K | 0.73% | 40 |
|
|
2023
Q1 | $1.52M | Buy |
3,219
+28
| +0.9% | +$13.5K | 0.71% | 41 |
|
|
2022
Q4 | $1.69M | Buy |
3,191
+12
| +0.4% | +$6.36K | 0.82% | 35 |
|
|
2022
Q3 | $1.61M | Sell |
3,179
-143
| -4% | -$75.2K | 0.81% | 35 |
|
|
2022
Q2 | $1.71M | Hold |
3,322
| – | – | 0.8% | 37 |
|
|
2022
Q1 | $1.69M | Buy |
3,322
+53
| +2% | +$25.6K | 0.66% | 44 |
|
|
2021
Q4 | $1.64M | Buy |
3,269
+129
| +4% | +$58.4K | 0.64% | 46 |
|
|
2021
Q3 | $1.23M | Hold |
3,140
| – | – | 0.55% | 48 |
|
|
2021
Q2 | $1.26M | Sell |
3,140
-100
| -3% | -$39.9K | 0.57% | 47 |
|
|
2021
Q1 | $1.21M | Sell |
3,240
-350
| -10% | -$121K | 0.62% | 46 |
|
|
2020
Q4 | $1.26M | Sell |
3,590
-550
| -13% | -$184K | 0.71% | 43 |
|
|
2020
Q3 | $1.29M | Sell |
4,140
-1,950
| -32% | -$599K | 0.82% | 35 |
|
|
2020
Q2 | $1.8M | Sell |
6,090
-3,700
| -38% | -$1.06M | 1.28% | 21 |
|
|
2020
Q1 | $2.44M | Sell |
9,790
-3,600
| -27% | -$991K | 1.83% | 10 |
|
|
2019
Q4 | $3.94M | Buy |
13,390
+2,940
| +28% | +$769K | 2.22% | 8 |
|
|
2019
Q3 | $2.27M | Buy |
10,450
+5,500
| +111% | +$1.33M | 1.53% | 11 |
|
|
2019
Q2 | $1.2M | Hold |
4,950
| – | – | 0.84% | 31 |
|
|
2019
Q1 | $1.22M | Hold |
4,950
| – | – | 0.8% | 30 |
|
|
2018
Q4 | $1.23M | Buy |
4,950
+400
| +9% | +$106K | 0.88% | 26 |
|
|
2018
Q3 | $1.21M | Buy |
4,550
+1,550
| +52% | +$403K | 0.76% | 30 |
|
|
2018
Q2 | $736K | Hold |
3,000
| – | – | 0.54% | 36 |
|
|
2018
Q1 | $642K | Buy |
+3,000
| New | +$685K | 0.46% | 43 |
|
Other funds holding UNH
LMFP
PAM
DC
BigSur Wealth Management's UNH Position: Q2 2026 in Review
BigSur Wealth Management increased its UnitedHealth (UNH) stake by 30% in Q2 2026, buying an estimated $741K and bringing the position to 8,694 shares worth $3.61M. The position accounts for 0.87% of the portfolio, ranked #29.
BigSur Wealth Management first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.94M in Q4 2019. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- BigSur Wealth Management held 8,694 shares of UnitedHealth worth $3.61M as of Q2 2026.
- BigSur Wealth Management bought 2,000 UnitedHealth shares in Q2 2026, an estimated $741K.
- UnitedHealth made up 0.87% of BigSur Wealth Management's portfolio in Q2 2026, its #29 holding.
- BigSur Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
- BigSur Wealth Management's UnitedHealth position peaked at $3.94M in Q4 2019.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.