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Birchcreek Wealth Management’s UnitedHealth UNH Stock Holding History

Birchcreek 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 		$305K Buy
+733
New +$272K 0.12% 109
2026
Q1 		– Sell
-704
Closed -$232K – 121
2025
Q4 		$232K Hold
704
– – 0.11% 105
2025
Q3 		$243K Buy
704
+17
+2% +$5.14K 0.13% 102
2025
Q2 		$214K Sell
687
-1
-0.1% -$382 0.12% 111
2025
Q1 		$360K Buy
688
+1
+0.1% +$511 0.23% 82
2024
Q4 		$348K Sell
687
-161
-19% -$91.5K 0.22% 85
2024
Q3 		$496K Sell
848
-18
-2% -$10.2K 0.32% 60
2024
Q2 		$441K Sell
866
-4
-0.5% -$1.96K 0.25% 83
2024
Q1 		$430K Hold
870
– – 0.23% 92
2023
Q4 		$458K Sell
870
-5
-0.6% -$2.67K 0.27% 82
2023
Q3 		$441K Sell
875
-56
-6% -$27.6K 0.3% 79
2023
Q2 		$447K Sell
931
-180
-16% -$88K 0.31% 79
2023
Q1 		$525K Buy
1,111
+276
+33% +$133K 0.42% 63
2022
Q4 		$443K Hold
835
– – 0.39% 66
2022
Q3 		$422K Sell
835
-95
-10% -$50K 0.39% 66
2022
Q2 		$478K Buy
930
+430
+86% +$216K 0.43% 58
2022
Q1 		$255K Hold
500
– – 0.23% 99
2021
Q4 		$251K Buy
+500
New +$226K 0.22% 97
2021
Q3 		– Sell
-500
Closed -$200K – 122
2021
Q2 		$200K Buy
+500
New +$199K 0.19% 118
2021
Q1 		– Sell
-500
Closed -$175K – 284
2020
Q4 		$175K Buy
+500
New +$168K 0.17% 107

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

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

Birchcreek Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 733 shares worth $305K. The stake represents 0.12% of the portfolio and ranks #109 among its holdings. This is a return to the name: Birchcreek Wealth Management previously reported a position in UNH as recently as Q4 2025.

Birchcreek Wealth Management first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $525K in Q1 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Birchcreek Wealth Management held 733 shares of UnitedHealth worth $305K as of Q2 2026.
  • UnitedHealth was a new Birchcreek Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.12% of Birchcreek Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Birchcreek Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • Birchcreek Wealth Management's UnitedHealth position peaked at $525K in Q1 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.