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UNH icon

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
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 $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

Bingham Private Wealth's UNH Position: Q1 2026 in Review

Bingham Private Wealth increased its UnitedHealth (UNH) stake by 77% in Q1 2026, buying an estimated $204K and bringing the position to 1,573 shares worth $425K. The position accounts for 0.34% of the portfolio, ranked #89.

Bingham Private Wealth first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $901K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bingham Private Wealth held 1,573 shares of UnitedHealth worth $425K as of Q1 2026.
  • Bingham Private Wealth bought 686 UnitedHealth shares in Q1 2026, an estimated $204K.
  • UnitedHealth made up 0.34% of Bingham Private Wealth's portfolio in Q1 2026, its #89 holding.
  • Bingham Private Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's UnitedHealth position peaked at $901K in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.