Brucke Financial’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$573K Buy
1,379
+45
+3% +$16.7K 0.25% 69
2026
Q1
$361K Buy
1,334
+37
+3% +$11K 0.18% 101
2025
Q4
$428K Buy
1,297
+111
+9% +$37.6K 0.23% 91
2025
Q3
$405K Sell
1,186
-94
-7% -$28.4K 0.24% 94
2025
Q2
$399K Buy
1,280
+149
+13% +$56.9K 0.28% 88
2025
Q1
$465K Buy
1,131
+224
+25% +$115K 0.4% 66
2024
Q4
$492K Buy
+907
New +$515K 0.42% 63

Other funds holding UNH

Brucke Financial's UNH Position: Q2 2026 in Review

Brucke Financial increased its UnitedHealth (UNH) stake by 3.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,379 shares worth $573K. The position accounts for 0.25% of the portfolio, ranked #69.

Brucke Financial first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,320 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brucke Financial held 1,379 shares of UnitedHealth worth $573K as of Q2 2026.
  • Brucke Financial bought 45 UnitedHealth shares in Q2 2026, an estimated $16.7K.
  • UnitedHealth made up 0.25% of Brucke Financial's portfolio in Q2 2026, its #69 holding.
  • Brucke Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,320 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.