Bouchey Financial Group’s UnitedHealth UNH Stock Holding History

Bouchey Financial Group’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	$308K	Buy	1,003 +9	+0.9%	+$2.68K	0.02%	129
2025 Q4	$328K	Sell	994 -9	-0.9%	-$3.05K	0.02%	114
2025 Q3	$346K	Buy	1,003 +41	+4%	+$12.4K	0.03%	108
2025 Q2	$300K	Sell	962 -182	-16%	-$69.6K	0.03%	107
2025 Q1	$599K	Sell	1,144 -198	-15%	-$101K	0.05%	68
2024 Q4	$679K	Sell	1,342 -132	-9%	-$75K	0.06%	62
2024 Q3	$862K	Buy	1,474 +38	+3%	+$21.5K	0.08%	56
2024 Q2	$731K	Sell	1,436 -12	-0.8%	-$5.88K	0.07%	55
2024 Q1	$716K	Buy	1,448 +112	+8%	+$56.9K	0.07%	54
2023 Q4	$703K	Sell	1,336 -16	-1%	-$8.53K	0.08%	51
2023 Q3	$682K	Buy	1,352 +344	+34%	+$169K	0.08%	50
2023 Q2	$484K	Buy	1,008 +13	+1%	+$6.36K	0.06%	62
2023 Q1	$470K	Buy	995 +153	+18%	+$73.8K	0.06%	59
2022 Q4	$446K	Hold	842	–	–	0.06%	57
2022 Q3	$425K	Hold	842	–	–	0.06%	58
2022 Q2	$432K	Hold	842	–	–	0.07%	57
2022 Q1	$429K	Sell	842 -37	-4%	-$17.8K	0.06%	62
2021 Q4	$441K	Buy	+879	New	+$398K	0.06%	65

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

Bouchey Financial Group's UNH Position: Q1 2026 in Review

Bouchey Financial Group increased its UnitedHealth (UNH) stake by 0.91% in Q1 2026, buying an estimated $2.68K and bringing the position to 1,003 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #129.

Bouchey Financial Group first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $862K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Bouchey Financial Group held 1,003 shares of UnitedHealth worth $308K as of Q1 2026.
Bouchey Financial Group bought 9 UnitedHealth shares in Q1 2026, an estimated $2.68K.
UnitedHealth made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #129 holding.
Bouchey Financial Group first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Bouchey Financial Group's UnitedHealth position peaked at $862K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.