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Buckhead Capital Management’s UnitedHealth UNH Stock Holding History

Buckhead 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 		$4.29M Buy
15,854
+314
+2% +$93.5K 1.62% 19
2025
Q4 		$5.13M Sell
15,540
-1,427
-8% -$484K 1.84% 10
2025
Q3 		$5.86M Buy
16,967
+1,203
+8% +$364K 2.13% 8
2025
Q2 		$4.92M Buy
15,764
+1,096
+7% +$419K 1.9% 11
2025
Q1 		$7.68M Buy
14,668
+372
+3% +$190K 2.46% 6
2024
Q4 		$7.23M Sell
14,296
-132
-0.9% -$75K 2.31% 7
2024
Q3 		$8.44M Sell
14,428
-58
-0.4% -$32.8K 2.67% 5
2024
Q2 		$7.38M Buy
14,486
+61
+0.4% +$29.9K 2.5% 5
2024
Q1 		$7.14M Buy
14,425
+1,236
+9% +$628K 2.42% 6
2023
Q4 		$6.94M Buy
13,189
+537
+4% +$286K 2.57% 6
2023
Q3 		$6.38M Sell
12,652
-14
-0.1% -$6.89K 2.65% 7
2023
Q2 		$6.09M Sell
12,666
-1,452
-10% -$710K 1.45% 25
2023
Q1 		$6.67M Buy
14,118
+3,535
+33% +$1.71M 1.57% 20
2022
Q4 		$5.61M Sell
10,583
-284
-3% -$150K 1.35% 26
2022
Q3 		$5.49M Buy
10,867
+168
+2% +$88.3K 1.42% 26
2022
Q2 		$5.5M Sell
10,699
-3,348
-24% -$1.68M 1.36% 26
2022
Q1 		$7.16M Buy
14,047
+946
+7% +$456K 1.55% 22
2021
Q4 		$6.58M Sell
13,101
-1,353
-9% -$612K 1.39% 25
2021
Q3 		$5.65M Buy
14,454
+13,475
+1,376% +$5.58M 1.26% 31
2021
Q2 		$392K Sell
979
-355
-27% -$142K 0.09% 108
2021
Q1 		$496K Sell
1,334
-385
-22% -$133K 0.12% 100
2020
Q4 		$603K Buy
1,719
+296
+21% +$99.2K 0.15% 85
2020
Q3 		$444K Buy
1,423
+273
+24% +$83.9K 0.13% 86
2020
Q2 		$339K Buy
+1,150
New +$330K 0.1% 89

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Buckhead Capital Management increased its UnitedHealth (UNH) stake by 2% in Q1 2026, buying an estimated $93.5K and bringing the position to 15,854 shares worth $4.29M. The position accounts for 1.62% of the portfolio, ranked #19.

Buckhead Capital Management first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.44M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Buckhead Capital Management held 15,854 shares of UnitedHealth worth $4.29M as of Q1 2026.
  • Buckhead Capital Management bought 314 UnitedHealth shares in Q1 2026, an estimated $93.5K.
  • UnitedHealth made up 1.62% of Buckhead Capital Management's portfolio in Q1 2026, its #19 holding.
  • Buckhead Capital Management first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Buckhead Capital Management's UnitedHealth position peaked at $8.44M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.