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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
Q2 		$857K Sell
2,062
-352
-15% -$130K 0.04% 91
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 $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

BOK Financial Private Wealth's UNH Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $130K and leaving 2,062 shares worth $857K. The position accounts for 0.04% of the portfolio, ranked #91.

BOK Financial Private Wealth first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.63M in Q1 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BOK Financial Private Wealth held 2,062 shares of UnitedHealth worth $857K as of Q2 2026.
  • BOK Financial Private Wealth sold 352 UnitedHealth shares in Q2 2026, an estimated $130K.
  • UnitedHealth made up 0.04% of BOK Financial Private Wealth's portfolio in Q2 2026, its #91 holding.
  • BOK Financial Private Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • BOK Financial Private Wealth's UnitedHealth position peaked at $8.63M in Q1 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.