Bretton Capital Management’s UnitedHealth UNH Stock Holding History

Bretton Capital Management’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	$5.87M	Hold	21,700	–	–	5.37%	9
2025 Q4	$7.16M	Hold	21,700	–	–	5.99%	6
2025 Q3	$7.49M	Buy	21,700 +5,000	+30%	+$1.51M	6.32%	6
2025 Q2	$5.21M	Buy	16,700 +6,500	+64%	+$2.48M	4.7%	11
2025 Q1	$5.34M	Buy	10,200 +400	+4%	+$204K	5.06%	8
2024 Q4	$4.96M	Hold	9,800	–	–	4.77%	12
2024 Q3	$5.73M	Buy	+9,800	New	+$5.54M	5.47%	6

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

Bretton Capital Management's UNH Position: Q1 2026 in Review

Bretton Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 21,700 shares worth $5.87M. The position accounts for 5.37% of the portfolio, ranked #9.

Bretton Capital Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.49M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Bretton Capital Management held 21,700 shares of UnitedHealth worth $5.87M as of Q1 2026.
Bretton Capital Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 5.37% of Bretton Capital Management's portfolio in Q1 2026, its #9 holding.
Bretton Capital Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Bretton Capital Management's UnitedHealth position peaked at $7.49M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bretton Capital Management's 13F filing for Q1 2026, filed 4 May 2026.