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Bingham Private Wealth’s UnitedHealth UNH Stock Holding History

Bingham Private Wealth’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 		$826K Buy
1,987
+414
+26% +$153K 0.57% 53
2026
Q1 		$425K Buy
1,573
+686
+77% +$204K 0.34% 89
2025
Q4 		$293K Buy
+887
New +$301K 0.25% 117
2025
Q2 		$411K Sell
1,317
-403
-23% -$154K 0.39% 84
2025
Q1 		$901K Sell
1,720
-59
-3% -$30.2K 0.93% 29
2024
Q4 		$900K Buy
+1,779
New +$1.01M 0.96% 30

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

Bingham Private Wealth's UNH Position: Q2 2026 in Review

Bingham Private Wealth increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $153K and bringing the position to 1,987 shares worth $826K. The position accounts for 0.57% of the portfolio, ranked #53.

Bingham Private Wealth first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $901K in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bingham Private Wealth held 1,987 shares of UnitedHealth worth $826K as of Q2 2026.
  • Bingham Private Wealth bought 414 UnitedHealth shares in Q2 2026, an estimated $153K.
  • UnitedHealth made up 0.57% of Bingham Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Bingham Private Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Bingham Private Wealth's UnitedHealth position peaked at $901K in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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