BNC Wealth Management’s UnitedHealth UNH Stock Holding History

BNC 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 Q3	$1.94M	Buy	5,283 +548	+12%	+$221K	0.44%	51
2026 Q2	$1.97M	Buy	+4,735	New	+$1.76M	0.48%	49
2023 Q2	–	Sell	-7,005	Closed	-$3.31M	–	117
2023 Q1	$3.31M	Buy	7,005 +28	+0.4%	+$13.5K	1.85%	13
2022 Q4	$3.7M	Sell	6,977 -25	-0.4%	-$13.2K	2.19%	10
2022 Q3	$3.54M	Sell	7,002 -339	-5%	-$178K	2.14%	11
2022 Q2	$3.77M	Sell	7,341 -72	-1%	-$36.2K	1.97%	11
2022 Q1	$3.78M	Buy	7,413 +404	+6%	+$195K	1.86%	11
2021 Q4	$3.52M	Buy	+7,009	New	+$3.17M	1.67%	16

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BNC Wealth Management's UNH Position: Q3 2026 in Review

BNC Wealth Management increased its UnitedHealth (UNH) stake by 12% in Q3 2026, buying an estimated $221K and bringing the position to 5,283 shares worth $1.94M. The position accounts for 0.44% of the portfolio, ranked #51.

BNC Wealth Management first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.78M in Q1 2022. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

BNC Wealth Management held 5,283 shares of UnitedHealth worth $1.94M as of Q3 2026.
BNC Wealth Management bought 548 UnitedHealth shares in Q3 2026, an estimated $221K.
UnitedHealth made up 0.44% of BNC Wealth Management's portfolio in Q3 2026, its #51 holding.
BNC Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
BNC Wealth Management's UnitedHealth position peaked at $3.78M in Q1 2022.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.