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Burr Financial Services’s UnitedHealth UNH Stock Holding History

Burr Financial Services’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 		– Sell
-1,365
Closed -$451K – 31
2025
Q4 		$451K Hold
1,365
– – 0.34% 18
2025
Q3 		$471K Buy
1,365
+425
+45% +$129K 0.35% 19
2025
Q2 		$293K Buy
940
+420
+81% +$161K 0.25% 28
2025
Q1 		$272K Hold
520
– – 0.21% 29
2024
Q4 		$263K Sell
520
-527
-50% -$299K 0.18% 28
2024
Q3 		$612K Buy
1,047
+75
+8% +$42.4K 0.43% 20
2024
Q2 		$495K Sell
972
-30
-3% -$14.7K 0.35% 22
2024
Q1 		$502K Hold
1,002
– – 0.39% 26
2023
Q4 		$518K Buy
+1,002
New +$534K 0.4% 25

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Burr Financial Services's UNH Position: Q1 2026 in Review

Burr Financial Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,365 shares — an estimated $451K sold.

Burr Financial Services first reported a position in UNH in Q4 2023 and held it in 9 quarters. The position peaked at $612K in Q3 2024. 3,038 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Burr Financial Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Burr Financial Services sold 1,365 UnitedHealth shares in Q1 2026, an estimated $451K.
  • Burr Financial Services first reported a position in UnitedHealth in Q4 2023 and held it in 9 quarters.
  • Burr Financial Services's UnitedHealth position peaked at $612K in Q3 2024.
  • 3,038 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Burr Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.