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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
Q2 		$1.09M Sell
2,626
-13,228
-83% -$4.9M 0.37% 64
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Buckhead Capital Management's UNH Position: Q2 2026 in Review

Buckhead Capital Management reduced its UnitedHealth (UNH) stake by 83% in Q2 2026, selling an estimated $4.9M and leaving 2,626 shares worth $1.09M. The position accounts for 0.37% of the portfolio, ranked #64.

Buckhead Capital Management first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.44M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Buckhead Capital Management held 2,626 shares of UnitedHealth worth $1.09M as of Q2 2026.
  • Buckhead Capital Management sold 13,228 UnitedHealth shares in Q2 2026, an estimated $4.9M.
  • UnitedHealth made up 0.37% of Buckhead Capital Management's portfolio in Q2 2026, its #64 holding.
  • Buckhead Capital Management first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Buckhead Capital Management's UnitedHealth position peaked at $8.44M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.