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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
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 $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

Birchcreek Wealth Management's UNH Position: Q1 2026 in Review

Birchcreek Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 704 shares — an estimated $232K sold.

Birchcreek Wealth Management first reported a position in UNH in Q4 2020 and held it in 19 quarters. The position peaked at $525K in Q1 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Birchcreek Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Birchcreek Wealth Management sold 704 UnitedHealth shares in Q1 2026, an estimated $232K.
  • Birchcreek Wealth Management first reported a position in UnitedHealth in Q4 2020 and held it in 19 quarters.
  • Birchcreek Wealth Management's UnitedHealth position peaked at $525K in Q1 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.