BFPW
UNH icon

BOK Financial Private Wealth’s UnitedHealth UNH Stock Holding History

BOK Financial 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 		$653K Sell
2,414
-361
-13% -$108K 0.04% 110
2025
Q4 		$916K Sell
2,775
-86
-3% -$29.1K 0.06% 93
2025
Q3 		$988K Sell
2,861
-2,755
-49% -$833K 0.06% 87
2025
Q2 		$1.75M Sell
5,616
-503
-8% -$192K 0.12% 70
2025
Q1 		$3.2M Sell
6,119
-367
-6% -$188K 0.24% 41
2024
Q4 		$3.28M Sell
6,486
-413
-6% -$235K 0.24% 41
2024
Q3 		$4.03M Sell
6,899
-366
-5% -$207K 0.29% 38
2024
Q2 		$3.7M Buy
7,265
+90
+1% +$44.1K 0.27% 41
2024
Q1 		$3.55M Sell
7,175
-642
-8% -$326K 0.26% 44
2023
Q4 		$4.12M Sell
7,817
-453
-5% -$242K 0.33% 38
2023
Q3 		$4.17M Sell
8,270
-932
-10% -$459K 0.36% 38
2023
Q2 		$4.42M Sell
9,202
-1,319
-13% -$645K 0.36% 40
2023
Q1 		$4.97M Sell
10,521
-876
-8% -$423K 0.4% 39
2022
Q4 		$6.04M Sell
11,397
-196
-2% -$104K 0.5% 27
2022
Q3 		$5.86M Buy
11,593
+7
+0.1% +$3.68K 0.53% 27
2022
Q2 		$5.95M Sell
11,586
-5,332
-32% -$2.68M 0.53% 28
2022
Q1 		$8.63M Buy
16,918
+620
+4% +$299K 0.61% 26
2021
Q4 		$8.18M Buy
16,298
+335
+2% +$152K 0.56% 27
2021
Q3 		$6.24M Buy
15,963
+579
+4% +$240K 0.5% 32
2021
Q2 		$6.16M Buy
15,384
+578
+4% +$230K 0.5% 32
2021
Q1 		$5.51M Sell
14,806
-9
-0.1% -$3.12K 0.5% 35
2020
Q4 		$5.2M Sell
14,815
-255
-2% -$85.5K 0.49% 38
2020
Q3 		$4.7M Sell
15,070
-1,058
-7% -$325K 0.49% 40
2020
Q2 		$4.76M Sell
16,128
-1,000
-6% -$287K 0.5% 41
2020
Q1 		$4.27M Sell
17,128
-10,509
-38% -$2.89M 0.52% 39
2019
Q4 		$8.13M Buy
27,637
+26,207
+1,833% +$6.86M 0.69% 33
2019
Q3 		$311K Buy
1,430
+109
+8% +$26.3K 0.04% 96
2019
Q2 		$322K Buy
1,321
+324
+32% +$77.9K 0.05% 86
2019
Q1 		$247K Sell
997
-248
-20% -$63.2K 0.03% 102
2018
Q4 		$310K Buy
+1,245
New +$329K 0.04% 85

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

BOK Financial Private Wealth's UNH Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its UnitedHealth (UNH) stake by 13% in Q1 2026, selling an estimated $108K and leaving 2,414 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #110.

BOK Financial Private Wealth first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.63M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • BOK Financial Private Wealth held 2,414 shares of UnitedHealth worth $653K as of Q1 2026.
  • BOK Financial Private Wealth sold 361 UnitedHealth shares in Q1 2026, an estimated $108K.
  • UnitedHealth made up 0.04% of BOK Financial Private Wealth's portfolio in Q1 2026, its #110 holding.
  • BOK Financial Private Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • BOK Financial Private Wealth's UnitedHealth position peaked at $8.63M in Q1 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.