Boston Family Office’s UnitedHealth UNH Stock Holding History

Boston Family Office’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	$1.52M	Sell	5,601 -724	-11%	-$216K	0.1%	147
2025 Q4	$2.09M	Sell	6,325 -150	-2%	-$50.8K	0.13%	118
2025 Q3	$2.24M	Buy	6,475 +307	+5%	+$92.8K	0.14%	112
2025 Q2	$1.92M	Buy	6,168 +363	+6%	+$139K	0.13%	123
2025 Q1	$3.04M	Buy	5,805 +647	+13%	+$331K	0.22%	91
2024 Q4	$2.61M	Sell	5,158 -33	-0.6%	-$18.8K	0.18%	99
2024 Q3	$3.04M	Buy	5,191 +178	+4%	+$101K	0.21%	93
2024 Q2	$2.55M	Buy	5,013 +220	+5%	+$108K	0.18%	99
2024 Q1	$2.37M	Buy	4,793 +930	+24%	+$473K	0.17%	102
2023 Q4	$2.03M	Buy	3,863 +165	+4%	+$88K	0.15%	113
2023 Q3	$1.86M	Buy	3,698 +71	+2%	+$34.9K	0.15%	115
2023 Q2	$1.74M	Buy	3,627 +166	+5%	+$81.2K	0.13%	119
2023 Q1	$1.64M	Buy	3,461 +199	+6%	+$96K	0.13%	121
2022 Q4	$1.73M	Sell	3,262 -329	-9%	-$174K	0.14%	117
2022 Q3	$1.81M	Sell	3,591 -107	-3%	-$56.3K	0.16%	108
2022 Q2	$1.9M	Hold	3,698	–	–	0.16%	110
2022 Q1	$1.89M	Sell	3,698 -98	-3%	-$47.3K	0.13%	116
2021 Q4	$1.91M	Buy	3,796 +577	+18%	+$261K	0.12%	121
2021 Q3	$1.26M	Buy	3,219 +124	+4%	+$51.4K	0.09%	146
2021 Q2	$1.24M	Buy	3,095 +50	+2%	+$19.9K	0.09%	153
2021 Q1	$1.13M	Buy	3,045 +212	+7%	+$73.5K	0.09%	152
2020 Q4	$994K	Buy	2,833 +145	+5%	+$48.6K	0.08%	160
2020 Q3	$838K	Buy	2,688 +64	+2%	+$19.7K	0.08%	160
2020 Q2	$774K	Buy	2,624 +73	+3%	+$20.9K	0.08%	155
2020 Q1	$636K	Hold	2,551	–	–	0.08%	155
2019 Q4	$750K	Buy	2,551 +275	+12%	+$71.9K	0.07%	160
2019 Q3	$495K	Buy	2,276 +621	+38%	+$150K	0.05%	190
2019 Q2	$404K	Sell	1,655 -1	-0.1%	-$241	0.04%	210
2019 Q1	$409K	Hold	1,656	–	–	0.04%	208
2018 Q4	$413K	Buy	1,656 +126	+8%	+$33.3K	0.05%	194
2018 Q3	$407K	Sell	1,530 -10	-0.6%	-$2.6K	0.04%	217
2018 Q2	$378K	Sell	1,540 -10	-0.6%	-$2.4K	0.04%	218
2018 Q1	$332K	Sell	1,550 -25	-2%	-$5.71K	0.04%	222
2017 Q4	$347K	Hold	1,575	–	–	0.04%	221
2017 Q3	$308K	Buy	1,575 +25	+2%	+$4.83K	0.04%	229
2017 Q2	$287K	Hold	1,550	–	–	0.03%	228
2017 Q1	$254K	Hold	1,550	–	–	0.03%	228
2016 Q4	$248K	Sell	1,550 -25	-2%	-$3.73K	0.03%	228
2016 Q3	$220K	Hold	1,575	–	–	0.03%	233
2016 Q2	$222K	Buy	+1,575	New	+$210K	0.03%	236

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

Boston Family Office's UNH Position: Q1 2026 in Review

Boston Family Office reduced its UnitedHealth (UNH) stake by 11% in Q1 2026, selling an estimated $216K and leaving 5,601 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #147.

Boston Family Office first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.04M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Boston Family Office held 5,601 shares of UnitedHealth worth $1.52M as of Q1 2026.
Boston Family Office sold 724 UnitedHealth shares in Q1 2026, an estimated $216K.
UnitedHealth made up 0.1% of Boston Family Office's portfolio in Q1 2026, its #147 holding.
Boston Family Office first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
Boston Family Office's UnitedHealth position peaked at $3.04M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.