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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

BNC Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 4,735 shares worth $1.97M. The stake represents 0.48% of the portfolio and ranks #49 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in UNH as recently as Q1 2023.

BNC Wealth Management first reported a position in UNH in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.78M in Q1 2022. 1,134 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BNC Wealth Management held 4,735 shares of UnitedHealth worth $1.97M as of Q2 2026.
UnitedHealth was a new BNC Wealth Management position in Q2 2026.
UnitedHealth made up 0.48% of BNC Wealth Management's portfolio in Q2 2026, its #49 holding.
BNC Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 7 quarters since.
BNC Wealth Management's UnitedHealth position peaked at $3.78M in Q1 2022.
1,134 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.