Bullock Wealth Management’s UnitedHealth UNH Stock Holding History

Bullock Wealth 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	$67.4K	Hold	158	–	–	0.03%	254
2026 Q1	$43.3K	Buy	158 +154	+3,850%	+$45.9K	0.02%	284
2025 Q4	$1.33K	Hold	4	–	–	﹤0.01%	544
2025 Q3	$1.4K	Sell	4 -78	-95%	-$23.6K	﹤0.01%	556
2025 Q2	$26.8K	Sell	82 -994	-92%	-$380K	0.01%	292
2025 Q1	$563K	Sell	1,076 -69	-6%	-$35.3K	0.31%	77
2024 Q4	$579K	Sell	1,145 -107	-9%	-$60.8K	0.34%	65
2024 Q3	$730K	Buy	1,252 +42	+3%	+$23.8K	0.44%	55
2024 Q2	$598K	Buy	1,210 +2	+0.2%	+$980	0.39%	65
2024 Q1	$592K	Buy	+1,208	New	+$614K	0.4%	67

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bullock Wealth Management's UNH Position: Q2 2026 in Review

Bullock Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 158 shares worth $67.4K. The position accounts for 0.03% of the portfolio, ranked #254.

Bullock Wealth Management first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $730K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bullock Wealth Management held 158 shares of UnitedHealth worth $67.4K as of Q2 2026.
Bullock Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #254 holding.
Bullock Wealth Management first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's UnitedHealth position peaked at $730K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.