Buckley Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,953
| Closed | -$975K | – | 107 |
|
|
2025
Q4 | $975K | Sell |
2,953
-128
| -4% | -$43.4K | 0.26% | 69 |
|
|
2025
Q3 | $1.06M | Sell |
3,081
-267
| -8% | -$80.8K | 0.29% | 66 |
|
|
2025
Q2 | $1.04M | Sell |
3,348
-31
| -0.9% | -$11.8K | 0.31% | 61 |
|
|
2025
Q1 | $1.77M | Buy |
3,379
+45
| +1% | +$23K | 0.55% | 30 |
|
|
2024
Q4 | $1.69M | Buy |
3,334
+58
| +2% | +$33K | 0.52% | 34 |
|
|
2024
Q3 | $1.92M | Buy |
3,276
+63
| +2% | +$35.6K | 0.59% | 33 |
|
|
2024
Q2 | $1.64M | Sell |
3,213
-46
| -1% | -$22.5K | 0.52% | 34 |
|
|
2024
Q1 | $1.61M | Sell |
3,259
-454
| -12% | -$231K | 0.52% | 34 |
|
|
2023
Q4 | $1.95M | Sell |
3,713
-48
| -1% | -$25.6K | 0.68% | 29 |
|
|
2023
Q3 | $1.9M | Sell |
3,761
-1,984
| -35% | -$976K | 0.71% | 28 |
|
|
2023
Q2 | $2.76M | Buy |
5,745
+75
| +1% | +$36.7K | 0.94% | 22 |
|
|
2023
Q1 | $2.68M | Sell |
5,670
-107
| -2% | -$51.6K | 0.99% | 24 |
|
|
2022
Q4 | $3.06M | Buy |
5,777
+17
| +0.3% | +$9.01K | 1.11% | 23 |
|
|
2022
Q3 | $2.91M | Sell |
5,760
-625
| -10% | -$329K | 1.07% | 26 |
|
|
2022
Q2 | $3.28M | Sell |
6,385
-271
| -4% | -$136K | 1.06% | 26 |
|
|
2022
Q1 | $3.4M | Sell |
6,656
-167
| -2% | -$80.5K | 0.92% | 27 |
|
|
2021
Q4 | $3.43M | Sell |
6,823
-1,075
| -14% | -$487K | 1% | 25 |
|
|
2021
Q3 | $3.09M | Buy |
7,898
+107
| +1% | +$44.3K | 1% | 24 |
|
|
2021
Q2 | $3.12M | Sell |
7,791
-18
| -0.2% | -$7.18K | 1.07% | 22 |
|
|
2021
Q1 | $2.91M | Sell |
7,809
-35
| -0.4% | -$12.1K | 1.08% | 23 |
|
|
2020
Q4 | $2.75M | Sell |
7,844
-318
| -4% | -$107K | 1.13% | 21 |
|
|
2020
Q3 | $2.54M | Sell |
8,162
-801
| -9% | -$246K | 1.14% | 22 |
|
|
2020
Q2 | $2.64M | Buy |
8,963
+18
| +0.2% | +$5.16K | 1.2% | 21 |
|
|
2020
Q1 | $2.23M | Sell |
8,945
-740
| -8% | -$204K | 1.21% | 22 |
|
|
2019
Q4 | $2.85M | Sell |
9,685
-394
| -4% | -$103K | 1.29% | 21 |
|
|
2019
Q3 | $2.19M | Buy |
10,079
+229
| +2% | +$55.3K | 1.07% | 23 |
|
|
2019
Q2 | $2.4M | Buy |
9,850
+1,214
| +14% | +$292K | 1.12% | 23 |
|
|
2019
Q1 | $2.13M | Sell |
8,636
-2,016
| -19% | -$514K | 1.01% | 23 |
|
|
2018
Q4 | $2.65M | Buy |
10,652
+50
| +0.5% | +$13.2K | 1.37% | 20 |
|
|
2018
Q3 | $2.82M | Sell |
10,602
-361
| -3% | -$93.9K | 1.23% | 23 |
|
|
2018
Q2 | $2.69M | Sell |
10,963
-61
| -0.6% | -$14.6K | 1.27% | 22 |
|
|
2018
Q1 | $2.36M | Sell |
11,024
-277
| -2% | -$63.3K | 1.17% | 25 |
|
|
2017
Q4 | $2.49M | Buy |
+11,301
| New | +$2.4M | 1.25% | 21 |
|
Other funds holding UNH
Buckley Wealth Management's UNH Position: Q1 2026 in Review
Buckley Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,953 shares — an estimated $975K sold.
Buckley Wealth Management first reported a position in UNH in Q4 2017 and held it in 33 quarters. The position peaked at $3.43M in Q4 2021. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Buckley Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- Buckley Wealth Management sold 2,953 UnitedHealth shares in Q1 2026, an estimated $975K.
- Buckley Wealth Management first reported a position in UnitedHealth in Q4 2017 and held it in 33 quarters.
- Buckley Wealth Management's UnitedHealth position peaked at $3.43M in Q4 2021.
- 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Buckley Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.