Brucke Financial
UNH icon

Brucke Financial’s UnitedHealth UNH Stock Holding History

Brucke Financial’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
Q3 		$547K Buy
1,490
+111
+8% +$44.7K 0.23% 80
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Brucke Financial's UNH Position: Q3 2026 in Review

Brucke Financial increased its UnitedHealth (UNH) stake by 8% in Q3 2026, buying an estimated $44.7K and bringing the position to 1,490 shares worth $547K. The position accounts for 0.23% of the portfolio, ranked #80.

Brucke Financial first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $573K in Q2 2026. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Brucke Financial held 1,490 shares of UnitedHealth worth $547K as of Q3 2026.
  • Brucke Financial bought 111 UnitedHealth shares in Q3 2026, an estimated $44.7K.
  • UnitedHealth made up 0.23% of Brucke Financial's portfolio in Q3 2026, its #80 holding.
  • Brucke Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
  • Brucke Financial's UnitedHealth position peaked at $573K in Q2 2026.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.