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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
Q2 		$516K Buy
1,242
+239
+24% +$88.6K 0.03% 97
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
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

Bouchey Financial Group's UNH Position: Q2 2026 in Review

Bouchey Financial Group increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $88.6K and bringing the position to 1,242 shares worth $516K. The position accounts for 0.03% of the portfolio, ranked #97.

Bouchey Financial Group first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $862K in Q3 2024. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bouchey Financial Group held 1,242 shares of UnitedHealth worth $516K as of Q2 2026.
  • Bouchey Financial Group bought 239 UnitedHealth shares in Q2 2026, an estimated $88.6K.
  • UnitedHealth made up 0.03% of Bouchey Financial Group's portfolio in Q2 2026, its #97 holding.
  • Bouchey Financial Group first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Bouchey Financial Group's UnitedHealth position peaked at $862K in Q3 2024.
  • 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.