Buck Wealth Strategies’s UnitedHealth UNH Stock Holding History

Buck Wealth Strategies’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	$405K	Sell	974 -46,604	-98%	-$17.3M	0.04%	141
2026 Q1	$12.9M	Buy	47,578 +12,177	+34%	+$3.63M	1.59%	26
2025 Q4	$11.7M	Buy	35,401 +6,422	+22%	+$2.18M	1.48%	29
2025 Q3	$10M	Buy	28,979 +2,088	+8%	+$631K	1.37%	33
2025 Q2	$8.39M	Buy	26,891 +8,307	+45%	+$3.17M	1.28%	35
2025 Q1	$9.73M	Buy	18,584 +2,837	+18%	+$1.45M	1.77%	21
2024 Q4	$7.97M	Buy	15,747 +3,571	+29%	+$2.03M	1.66%	32
2024 Q3	$7.12M	Sell	12,176 -1,789	-13%	-$1.01M	2.24%	21
2024 Q2	$7.11M	Buy	+13,965	New	+$6.84M	2.1%	24
2024 Q1	–	Sell	-12,251	Closed	-$6.45M	–	100
2023 Q4	$6.45M	Buy	12,251 +1,527	+14%	+$814K	2.39%	26
2023 Q3	$5.41M	Buy	10,724 +410	+4%	+$202K	2.17%	27
2023 Q2	$4.96M	Buy	10,314 +728	+8%	+$356K	2.15%	26
2023 Q1	$4.53M	Buy	+9,586	New	+$4.63M	2.21%	25
2022 Q3	$4.8M	Buy	+9,515	New	+$5M	2.24%	26

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Buck Wealth Strategies's UNH Position: Q2 2026 in Review

Buck Wealth Strategies reduced its UnitedHealth (UNH) stake by 98% in Q2 2026, selling an estimated $17.3M and leaving 974 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #141.

Buck Wealth Strategies first reported a position in UNH in Q3 2022 and has held it in 14 quarters since. The position peaked at $12.9M in Q1 2026. 1,661 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Buck Wealth Strategies held 974 shares of UnitedHealth worth $405K as of Q2 2026.
Buck Wealth Strategies sold 46,604 UnitedHealth shares in Q2 2026, an estimated $17.3M.
UnitedHealth made up 0.04% of Buck Wealth Strategies's portfolio in Q2 2026, its #141 holding.
Buck Wealth Strategies first reported a position in UnitedHealth in Q3 2022 and has held it in 14 quarters since.
Buck Wealth Strategies's UnitedHealth position peaked at $12.9M in Q1 2026.
1,661 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.