BOK Financial’s UnitedHealth UNH Stock Holding History

BOK Financial’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	$9.24M	Sell	34,133 -2,299	-6%	-$685K	0.14%	133
2025 Q4	$12M	Sell	36,432 -7,366	-17%	-$2.5M	0.18%	113
2025 Q3	$15.1M	Sell	43,798 -4,082	-9%	-$1.23M	0.23%	85
2025 Q2	$14.9M	Sell	47,880 -11,915	-20%	-$4.55M	0.24%	80
2025 Q1	$31.3M	Buy	59,795 +590	+1%	+$302K	0.55%	38
2024 Q4	$30.8M	Sell	59,205 -5,760	-9%	-$3.27M	0.52%	40
2024 Q3	$38.5M	Sell	64,965 -1,252	-2%	-$708K	0.68%	32
2024 Q2	$33.7M	Buy	66,217 +1,857	+3%	+$910K	0.61%	34
2024 Q1	$31.5M	Sell	64,360 -9,167	-12%	-$4.66M	0.57%	41
2023 Q4	$38.7M	Sell	73,527 -2,020	-3%	-$1.08M	0.76%	29
2023 Q3	$40.5M	Sell	75,547 -3,083	-4%	-$1.52M	0.89%	18
2023 Q2	$37.8M	Sell	78,630 -1,997	-2%	-$976K	0.77%	25
2023 Q1	$38.1M	Sell	80,627 -16,878	-17%	-$8.14M	0.8%	23
2022 Q4	$51.7M	Sell	97,505 -1,167	-1%	-$618K	0.95%	15
2022 Q3	$49.8M	Buy	98,672 +11,168	+13%	+$5.87M	1.01%	15
2022 Q2	$44.9M	Buy	87,504 +3,874	+5%	+$1.95M	0.86%	18
2022 Q1	$42.6M	Sell	83,630 -3,416	-4%	-$1.65M	0.7%	26
2021 Q4	$43.7M	Buy	87,046 +2,546	+3%	+$1.15M	0.68%	29
2021 Q3	$33M	Buy	+84,500	New	+$35M	0.57%	31
2021 Q1	$30.9M	Sell	83,173 -3,025	-4%	-$1.05M	0.56%	39
2020 Q4	$30.2M	Buy	86,198 +2,583	+3%	+$866K	0.58%	37
2020 Q3	$26.1M	Sell	83,615 -3,102	-4%	-$953K	0.57%	37
2020 Q2	$25.6M	Buy	86,717 +3,329	+4%	+$954K	0.6%	35
2020 Q1	$20.8M	Buy	83,388 +9,532	+13%	+$2.62M	0.6%	36
2019 Q4	$21.7M	Sell	73,856 -769	-1%	-$201K	0.49%	44
2019 Q3	$16.2M	Sell	74,625 -577	-0.8%	-$139K	0.39%	57
2019 Q2	$18.4M	Sell	75,202 -5,603	-7%	-$1.35M	0.44%	51
2019 Q1	$20M	Buy	80,805 +1,850	+2%	+$472K	0.48%	45
2018 Q4	$19.7M	Sell	78,955 -6,642	-8%	-$1.75M	0.56%	39
2018 Q3	$22.8M	Sell	85,597 -3,151	-4%	-$820K	0.57%	34
2018 Q2	$21.8M	Buy	88,748 +15,759	+22%	+$3.78M	0.59%	34
2018 Q1	$15.6M	Sell	72,989 -183	-0.3%	-$41.8K	0.44%	52
2017 Q4	$16.1M	Sell	73,172 -7,524	-9%	-$1.59M	0.44%	53
2017 Q3	$15.8M	Buy	80,696 +188	+0.2%	+$36.3K	0.46%	52
2017 Q2	$14.9M	Sell	80,508 -440	-0.5%	-$77.2K	0.47%	49
2017 Q1	$13.3M	Buy	80,948 +2,464	+3%	+$404K	0.41%	57
2016 Q4	$12.6M	Sell	78,484 -3,582	-4%	-$535K	0.41%	56
2016 Q3	$11.5M	Sell	82,066 -12,658	-13%	-$1.77M	0.38%	66
2016 Q2	$13.4M	Buy	94,724 +951	+1%	+$127K	0.47%	47
2016 Q1	$12.1M	Buy	93,773 +2,822	+3%	+$334K	0.44%	56
2015 Q4	$10.7M	Buy	90,951 +2,302	+3%	+$269K	0.39%	65
2015 Q3	$10.3M	Buy	88,649 +210	+0.2%	+$25.1K	0.39%	62
2015 Q2	$10.8M	Buy	88,439 +9,083	+11%	+$1.07M	0.37%	66
2015 Q1	$9.39M	Buy	79,356 +7,552	+11%	+$839K	0.32%	77
2014 Q4	$7.26M	Sell	71,804 -9,045	-11%	-$857K	0.25%	95
2014 Q3	$6.97M	Buy	80,849 +5,944	+8%	+$502K	0.23%	99
2014 Q2	$6.12M	Sell	74,905 -17,218	-19%	-$1.35M	0.2%	119
2014 Q1	$7.55M	Buy	92,123 +11,578	+14%	+$871K	0.25%	93
2013 Q4	$6.07M	Buy	80,545 +1,565	+2%	+$112K	0.2%	114
2013 Q3	$5.66M	Buy	78,980 +6,192	+9%	+$443K	0.21%	111
2013 Q2	$4.77M	Buy	+72,788	New	+$4.53M	0.18%	120

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BOK Financial's UNH Position: Q1 2026 in Review

BOK Financial reduced its UnitedHealth (UNH) stake by 6.3% in Q1 2026, selling an estimated $685K and leaving 34,133 shares worth $9.24M. The position accounts for 0.14% of the portfolio, ranked #133.

BOK Financial first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $51.7M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

BOK Financial held 34,133 shares of UnitedHealth worth $9.24M as of Q1 2026.
BOK Financial sold 2,299 UnitedHealth shares in Q1 2026, an estimated $685K.
UnitedHealth made up 0.14% of BOK Financial's portfolio in Q1 2026, its #133 holding.
BOK Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
BOK Financial's UnitedHealth position peaked at $51.7M in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.