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Duncker Streett & Co’s UnitedHealth UNH Stock Holding History

Duncker Streett & Co’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 		$320K Sell
1,181
-553
-32% -$165K 0.06% 207
2025
Q4 		$572K Sell
1,734
-903
-34% -$306K 0.1% 142
2025
Q3 		$911K Sell
2,637
-8,324
-76% -$2.52M 0.16% 103
2025
Q2 		$3.42M Sell
10,961
-1,826
-14% -$698K 0.62% 40
2025
Q1 		$6.7M Sell
12,787
-190
-1% -$97.1K 1.33% 19
2024
Q4 		$6.56M Sell
12,977
-221
-2% -$126K 1.22% 19
2024
Q3 		$7.72M Sell
13,198
-670
-5% -$379K 1.41% 14
2024
Q2 		$7.06M Sell
13,868
-164
-1% -$80.4K 1.36% 16
2024
Q1 		$6.94M Buy
14,032
+501
+4% +$255K 1.37% 16
2023
Q4 		$7.12M Buy
13,531
+1,220
+10% +$651K 1.5% 13
2023
Q3 		$6.21M Sell
12,311
-50
-0.4% -$24.6K 1.44% 15
2023
Q2 		$5.94M Buy
12,361
+168
+1% +$82.1K 1.33% 16
2023
Q1 		$5.76M Buy
12,193
+192
+2% +$92.7K 1.37% 16
2022
Q4 		$6.36M Buy
12,001
+201
+2% +$106K 1.54% 9
2022
Q3 		$5.96M Hold
11,800
– – 1.55% 10
2022
Q2 		$6.06M Buy
11,800
+1,360
+13% +$683K 1.45% 12
2022
Q1 		$5.32M Sell
10,440
-100
-0.9% -$48.2K 1.06% 19
2021
Q4 		$5.29M Hold
10,540
– – 0.91% 26
2021
Q3 		$4.12M Sell
10,540
-100
-0.9% -$41.4K 0.78% 35
2021
Q2 		$4.26M Sell
10,640
-20
-0.2% -$7.97K 0.79% 38
2021
Q1 		$3.97M Buy
10,660
+295
+3% +$102K 0.76% 40
2020
Q4 		$3.63M Buy
10,365
+105
+1% +$35.2K 0.7% 47
2020
Q3 		$3.2M Sell
10,260
-20
-0.2% -$6.14K 0.7% 42
2020
Q2 		$3.03M Sell
10,280
-1,691
-14% -$485K 0.72% 41
2020
Q1 		$2.98M Sell
11,971
-54
-0.4% -$14.9K 0.8% 35
2019
Q4 		$3.54M Sell
12,025
-221
-2% -$57.8K 0.74% 43
2019
Q3 		$2.66M Buy
12,246
+111
+0.9% +$26.8K 0.62% 58
2019
Q2 		$2.96M Buy
12,135
+2,221
+22% +$534K 0.66% 47
2019
Q1 		$2.45M Buy
9,914
+76
+0.8% +$19.4K 0.56% 59
2018
Q4 		$2.45M Buy
9,838
+1,236
+14% +$327K 0.66% 44
2018
Q3 		$2.29M Buy
8,602
+161
+2% +$41.9K 0.52% 57
2018
Q2 		$2.07M Buy
8,441
+1,771
+27% +$425K 0.51% 58
2018
Q1 		$1.43M Buy
6,670
+2,670
+67% +$610K 0.36% 88
2017
Q4 		$882K Buy
4,000
+1,951
+95% +$413K 0.23% 125
2017
Q3 		$402K Buy
2,049
+1
+0% +$193 0.12% 188
2017
Q2 		$380K Sell
2,048
-974
-32% -$171K 0.12% 194
2017
Q1 		$495K Buy
3,022
+1
+0% +$164 0.16% 160
2016
Q4 		$483K Buy
3,021
+1
+0% +$149 0.16% 152
2016
Q3 		$423K Buy
3,020
+110
+4% +$15.4K 0.15% 165
2016
Q2 		$411K Hold
2,910
– – 0.15% 163
2016
Q1 		$375K Buy
2,910
+135
+5% +$16K 0.14% 168
2015
Q4 		$327K Hold
2,775
– – 0.12% 176
2015
Q3 		$322K Hold
2,775
– – 0.13% 179
2015
Q2 		$339K Hold
2,775
– – 0.12% 188
2015
Q1 		$328K Hold
2,775
– – 0.11% 194
2014
Q4 		$281K Hold
2,775
– – 0.09% 214
2014
Q3 		$239K Hold
2,775
– – 0.08% 232
2014
Q2 		$227K Sell
2,775
-125
-4% -$9.84K 0.07% 240
2014
Q1 		$238K Hold
2,900
– – 0.08% 232
2013
Q4 		$218K Buy
2,900
+1,100
+61% +$79K 0.08% 235
2013
Q3 		$129K Hold
1,800
– – 0.05% 265
2013
Q2 		$118K Buy
+1,800
New +$112K 0.05% 278

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

Duncker Streett & Co's UNH Position: Q1 2026 in Review

Duncker Streett & Co reduced its UnitedHealth (UNH) stake by 32% in Q1 2026, selling an estimated $165K and leaving 1,181 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #207.

Duncker Streett & Co first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.72M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Duncker Streett & Co held 1,181 shares of UnitedHealth worth $320K as of Q1 2026.
  • Duncker Streett & Co sold 553 UnitedHealth shares in Q1 2026, an estimated $165K.
  • UnitedHealth made up 0.06% of Duncker Streett & Co's portfolio in Q1 2026, its #207 holding.
  • Duncker Streett & Co first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Duncker Streett & Co's UnitedHealth position peaked at $7.72M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.