BH
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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
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 $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

Burk Holdings's UNH Position: Q1 2026 in Review

Burk Holdings opened a new position in UnitedHealth (UNH) in Q1 2026: 37 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Burk Holdings previously reported a position in UNH as recently as Q3 2025.

Burk Holdings first reported a position in UNH in Q3 2025 and has held it in 2 quarters since. The position peaked at $230K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Burk Holdings held 37 shares of UnitedHealth worth $10K as of Q1 2026.
  • UnitedHealth was a new Burk Holdings position in Q1 2026.
  • UnitedHealth made up ﹤0.01% of Burk Holdings's portfolio in Q1 2026, its #269 holding.
  • Burk Holdings first reported a position in UnitedHealth in Q3 2025 and has held it in 2 quarters since.
  • Burk Holdings's UnitedHealth position peaked at $230K in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.