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Concord Investment Counsel’s UnitedHealth UNH Stock Holding History

Concord Investment Counsel’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 		$6.51M Sell
24,077
-200
-0.8% -$59.6K 2.19% 19
2025
Q4 		$8.01M Sell
24,277
-969
-4% -$328K 2.6% 15
2025
Q3 		$8.72M Buy
+25,246
New +$7.64M 2.77% 14
2024
Q1 		$14.5M Buy
+29,399
New +$14.9M 5.25% 6

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

Concord Investment Counsel's UNH Position: Q1 2026 in Review

Concord Investment Counsel reduced its UnitedHealth (UNH) stake by 0.82% in Q1 2026, selling an estimated $59.6K and leaving 24,077 shares worth $6.51M. The position accounts for 2.19% of the portfolio, ranked #19.

Concord Investment Counsel first reported a position in UNH in Q1 2024 and has held it in 4 quarters since. The position peaked at $14.5M in Q1 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Concord Investment Counsel held 24,077 shares of UnitedHealth worth $6.51M as of Q1 2026.
  • Concord Investment Counsel sold 200 UnitedHealth shares in Q1 2026, an estimated $59.6K.
  • UnitedHealth made up 2.19% of Concord Investment Counsel's portfolio in Q1 2026, its #19 holding.
  • Concord Investment Counsel first reported a position in UnitedHealth in Q1 2024 and has held it in 4 quarters since.
  • Concord Investment Counsel's UnitedHealth position peaked at $14.5M in Q1 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.