BH
UNH icon

Burk Holdings’s UnitedHealth UNH Stock Holding History

Burk Holdings’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 		$15.4K Hold
37
– – 0.01% 227
2026
Q1 		$10K Buy
+37
New +$11K ﹤0.01% 269
2025
Q4 		– Sell
-666
Closed -$230K – 81
2025
Q3 		$230K Buy
+666
New +$201K 0.12% 66

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 $3.38T AUM 44.17% 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

Burk Holdings's UNH Position: Q2 2026 in Review

Burk Holdings held its UnitedHealth (UNH) position steady in Q2 2026 at 37 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #227.

Burk Holdings first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Burk Holdings held 37 shares of UnitedHealth worth $15.4K as of Q2 2026.
  • Burk Holdings left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #227 holding.
  • Burk Holdings first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Burk Holdings's UnitedHealth position peaked at $230K in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.