Burney Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.16M | Sell |
19,625
-930
| -5% | -$345K | 0.22% | 73 |
|
|
2026
Q1 | $5.56M | Sell |
20,555
-3,655
| -15% | -$1.09M | 0.17% | 111 |
|
|
2025
Q4 | $7.99M | Sell |
24,210
-161
| -0.7% | -$54.6K | 0.25% | 87 |
|
|
2025
Q3 | $8.42M | Sell |
24,371
-6,707
| -22% | -$2.03M | 0.27% | 92 |
|
|
2025
Q2 | $9.7M | Sell |
31,078
-6,493
| -17% | -$2.48M | 0.33% | 72 |
|
|
2025
Q1 | $19.7M | Sell |
37,571
-4,461
| -11% | -$2.28M | 0.72% | 33 |
|
|
2024
Q4 | $21.3M | Sell |
42,032
-923
| -2% | -$524K | 0.75% | 28 |
|
|
2024
Q3 | $25.1M | Sell |
42,955
-920
| -2% | -$520K | 0.89% | 22 |
|
|
2024
Q2 | $22.3M | Sell |
43,875
-1,869
| -4% | -$916K | 0.85% | 21 |
|
|
2024
Q1 | $22.6M | Sell |
45,744
-458
| -1% | -$233K | 0.86% | 20 |
|
|
2023
Q4 | $24.3M | Sell |
46,202
-506
| -1% | -$270K | 1.02% | 12 |
|
|
2023
Q3 | $23.5M | Sell |
46,708
-553
| -1% | -$272K | 1.1% | 12 |
|
|
2023
Q2 | $22.7M | Buy |
47,261
+254
| +0.5% | +$124K | 1.04% | 11 |
|
|
2023
Q1 | $22.2M | Sell |
47,007
-4,834
| -9% | -$2.33M | 1.09% | 9 |
|
|
2022
Q4 | $27.5M | Sell |
51,841
-5,962
| -10% | -$3.16M | 1.39% | 5 |
|
|
2022
Q3 | $29.2M | Sell |
57,803
-1,705
| -3% | -$897K | 1.61% | 5 |
|
|
2022
Q2 | $30.6M | Sell |
59,508
-2,691
| -4% | -$1.35M | 1.61% | 5 |
|
|
2022
Q1 | $31.7M | Sell |
62,199
-2,150
| -3% | -$1.04M | 1.46% | 5 |
|
|
2021
Q4 | $32.3M | Sell |
64,349
-1,336
| -2% | -$605K | 1.39% | 4 |
|
|
2021
Q3 | $25.7M | Sell |
65,685
-1,133
| -2% | -$469K | 1.2% | 6 |
|
|
2021
Q2 | $26.8M | Sell |
66,818
-1,875
| -3% | -$748K | 1.24% | 6 |
|
|
2021
Q1 | $25.6M | Sell |
68,693
-3,796
| -5% | -$1.32M | 1.26% | 6 |
|
|
2020
Q4 | $25.4M | Sell |
72,489
-4,415
| -6% | -$1.48M | 1.39% | 5 |
|
|
2020
Q3 | $24M | Sell |
76,904
-3,605
| -4% | -$1.11M | 1.49% | 4 |
|
|
2020
Q2 | $23.7M | Sell |
80,509
-22,802
| -22% | -$6.53M | 1.54% | 4 |
|
|
2020
Q1 | $25.8M | Sell |
103,311
-13,675
| -12% | -$3.76M | 1.98% | 3 |
|
|
2019
Q4 | $34.4M | Buy |
116,986
+923
| +0.8% | +$241K | 1.9% | 2 |
|
|
2019
Q3 | $25.2M | Sell |
116,063
-1,832
| -2% | -$442K | 1.51% | 6 |
|
|
2019
Q2 | $28.8M | Sell |
117,895
-146
| -0.1% | -$35.1K | 1.74% | 4 |
|
|
2019
Q1 | $29.2M | Sell |
118,041
-5,547
| -4% | -$1.41M | 1.81% | 2 |
|
|
2018
Q4 | $30.8M | Buy |
123,588
+433
| +0.4% | +$114K | 2.17% | 2 |
|
|
2018
Q3 | $32.8M | Sell |
123,155
-17,547
| -12% | -$4.56M | 1.95% | 3 |
|
|
2018
Q2 | $34.5M | Buy |
140,702
+12,994
| +10% | +$3.12M | 2.02% | 3 |
|
|
2018
Q1 | $27.3M | Sell |
127,708
-19,011
| -13% | -$4.34M | 1.69% | 4 |
|
|
2017
Q4 | $32.3M | Buy |
146,719
+11,898
| +9% | +$2.52M | 1.83% | 4 |
|
|
2017
Q3 | $26.4M | Sell |
134,821
-3,960
| -3% | -$765K | 1.72% | 4 |
|
|
2017
Q2 | $25.7M | Sell |
138,781
-4,952
| -3% | -$868K | 1.68% | 4 |
|
|
2017
Q1 | $23.6M | Sell |
143,733
-6,090
| -4% | -$997K | 1.55% | 6 |
|
|
2016
Q4 | $24M | Sell |
149,823
-6,636
| -4% | -$991K | 1.63% | 4 |
|
|
2016
Q3 | $22M | Sell |
156,459
-1,682
| -1% | -$236K | 1.55% | 6 |
|
|
2016
Q2 | $22.3M | Sell |
158,141
-3,429
| -2% | -$457K | 1.6% | 5 |
|
|
2016
Q1 | $20.8M | Sell |
161,570
-2,767
| -2% | -$327K | 1.52% | 5 |
|
|
2015
Q4 | $19.4M | Sell |
164,337
-2,032
| -1% | -$237K | 1.44% | 10 |
|
|
2015
Q3 | $19.3M | Sell |
166,369
-12,850
| -7% | -$1.54M | 1.49% | 6 |
|
|
2015
Q2 | $21.9M | Sell |
179,219
-5,188
| -3% | -$614K | 1.49% | 7 |
|
|
2015
Q1 | $21.8M | Buy |
184,407
+11,085
| +6% | +$1.23M | 1.49% | 7 |
|
|
2014
Q4 | $17.5M | Buy |
173,322
+1,370
| +0.8% | +$130K | 1.39% | 9 |
|
|
2014
Q3 | $14.8M | Sell |
171,952
-807
| -0.5% | -$68.2K | 1.27% | 12 |
|
|
2014
Q2 | $14.1M | Sell |
172,759
-2,866
| -2% | -$225K | 1.22% | 11 |
|
|
2014
Q1 | $14.4M | Buy |
175,625
+1,546
| +0.9% | +$116K | 1.31% | 8 |
|
|
2013
Q4 | $13.1M | Sell |
174,079
-3,184
| -2% | -$229K | 1.28% | 8 |
|
|
2013
Q3 | $12.7M | Buy |
177,263
+1,323
| +0.8% | +$94.7K | 1.42% | 4 |
|
|
2013
Q2 | $11.5M | Buy |
+175,940
| New | +$10.9M | 1.44% | 4 |
|
Other funds holding UNH
LMFP
PAM
DC
Burney Company's UNH Position: Q2 2026 in Review
Burney Company reduced its UnitedHealth (UNH) stake by 4.5% in Q2 2026, selling an estimated $345K and leaving 19,625 shares worth $8.16M. The position accounts for 0.22% of the portfolio, ranked #73.
Burney Company first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.5M in Q2 2018. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Burney Company held 19,625 shares of UnitedHealth worth $8.16M as of Q2 2026.
- Burney Company sold 930 UnitedHealth shares in Q2 2026, an estimated $345K.
- UnitedHealth made up 0.22% of Burney Company's portfolio in Q2 2026, its #73 holding.
- Burney Company first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- Burney Company's UnitedHealth position peaked at $34.5M in Q2 2018.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.