Fulton Breakefield Broenniman’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
42,660
-2,381
| -5% | -$709K | 0.75% | 37 |
|
|
2025
Q4 | $14.9M | Sell |
45,041
-4,086
| -8% | -$1.38M | 0.94% | 31 |
|
|
2025
Q3 | $17M | Sell |
49,127
-5,708
| -10% | -$1.73M | 1.1% | 25 |
|
|
2025
Q2 | $17.1M | Sell |
54,835
-2,791
| -5% | -$1.07M | 1.16% | 25 |
|
|
2025
Q1 | $30.2M | Sell |
57,626
-1,821
| -3% | -$931K | 2.18% | 15 |
|
|
2024
Q4 | $30.1M | Sell |
59,447
-770
| -1% | -$438K | 2.15% | 14 |
|
|
2024
Q3 | $35.2M | Sell |
60,217
-2,170
| -3% | -$1.23M | 2.46% | 12 |
|
|
2024
Q2 | $31.8M | Sell |
62,387
-1,249
| -2% | -$612K | 2.35% | 12 |
|
|
2024
Q1 | $31.5M | Sell |
63,636
-646
| -1% | -$328K | 2.42% | 12 |
|
|
2023
Q4 | $33.8M | Buy |
64,282
+112
| +0.2% | +$59.7K | 2.72% | 8 |
|
|
2023
Q3 | $32.4M | Sell |
64,170
-3
| -0% | -$1.48K | 2.81% | 7 |
|
|
2023
Q2 | $30.8M | Buy |
64,173
+4,701
| +8% | +$2.3M | 2.55% | 6 |
|
|
2023
Q1 | $28.1M | Buy |
59,472
+1,592
| +3% | +$768K | 2.41% | 7 |
|
|
2022
Q4 | $30.7M | Sell |
57,880
-10,594
| -15% | -$5.61M | 2.72% | 6 |
|
|
2022
Q3 | $34.6M | Sell |
68,474
-1,278
| -2% | -$672K | 3.25% | 4 |
|
|
2022
Q2 | $35.8M | Sell |
69,752
-975
| -1% | -$490K | 3.1% | 4 |
|
|
2022
Q1 | $36.1M | Buy |
70,727
+165
| +0.2% | +$79.6K | 3.17% | 4 |
|
|
2021
Q4 | $35.4M | Buy |
70,562
+289
| +0.4% | +$131K | 2.62% | 7 |
|
|
2021
Q3 | $27.5M | Sell |
70,273
-534
| -0.8% | -$221K | 2.35% | 9 |
|
|
2021
Q2 | $28.4M | Buy |
70,807
+431
| +0.6% | +$172K | 2.43% | 9 |
|
|
2021
Q1 | $26.2M | Buy |
70,376
+10,191
| +17% | +$3.53M | 2.42% | 7 |
|
|
2020
Q4 | $21.1M | Sell |
60,185
-9,951
| -14% | -$3.34M | 2.53% | 6 |
|
|
2020
Q3 | $21.9M | Sell |
70,136
-579
| -0.8% | -$178K | 2.46% | 7 |
|
|
2020
Q2 | $20.9M | Buy |
70,715
+940
| +1% | +$269K | 2.53% | 5 |
|
|
2020
Q1 | $17.4M | Buy |
69,775
+661
| +1% | +$182K | 2.6% | 6 |
|
|
2019
Q4 | $20.3M | Buy |
69,114
+592
| +0.9% | +$155K | 2.37% | 4 |
|
|
2019
Q3 | $14.9M | Buy |
68,522
+2,215
| +3% | +$534K | 1.89% | 16 |
|
|
2019
Q2 | $16.2M | Buy |
66,307
+1,070
| +2% | +$257K | 2.56% | 7 |
|
|
2019
Q1 | $16.1M | Buy |
65,237
+1,167
| +2% | +$298K | 2.62% | 4 |
|
|
2018
Q4 | $16M | Buy |
64,070
+55
| +0.1% | +$14.5K | 2.82% | 2 |
|
|
2018
Q3 | $17M | Sell |
64,015
-3,474
| -5% | -$904K | 2.65% | 2 |
|
|
2018
Q2 | $16.6M | Buy |
67,489
+542
| +0.8% | +$130K | 2.65% | 2 |
|
|
2018
Q1 | $14.3M | Sell |
66,947
-833
| -1% | -$190K | 2.48% | 5 |
|
|
2017
Q4 | $14.9M | Sell |
67,780
-477
| -0.7% | -$101K | 2.51% | 2 |
|
|
2017
Q3 | $13.4M | Sell |
68,257
-397
| -0.6% | -$76.7K | 2.33% | 3 |
|
|
2017
Q2 | $12.7M | Sell |
68,654
-220
| -0.3% | -$38.6K | 2.27% | 4 |
|
|
2017
Q1 | $11.3M | Sell |
68,874
-336
| -0.5% | -$55K | 2.1% | 9 |
|
|
2016
Q4 | $11.1M | Sell |
69,210
-2,153
| -3% | -$322K | 2.19% | 6 |
|
|
2016
Q3 | $9.99M | Buy |
71,363
+494
| +0.7% | +$69.2K | 2.03% | 10 |
|
|
2016
Q2 | $10M | Buy |
70,869
+1,440
| +2% | +$192K | 2.04% | 10 |
|
|
2016
Q1 | $8.95M | Sell |
69,429
-1,901
| -3% | -$225K | 1.96% | 12 |
|
|
2015
Q4 | $8.39M | Buy |
71,330
+2,149
| +3% | +$251K | 1.86% | 15 |
|
|
2015
Q3 | $8.03M | Buy |
69,181
+20,059
| +41% | +$2.4M | 1.89% | 12 |
|
|
2015
Q2 | $5.99M | Buy |
+49,122
| New | +$5.81M | 1.31% | 34 |
|
Other funds holding UNH
VCM
VPM
Fulton Breakefield Broenniman's UNH Position: Q1 2026 in Review
Fulton Breakefield Broenniman reduced its UnitedHealth (UNH) stake by 5.3% in Q1 2026, selling an estimated $709K and leaving 42,660 shares worth $11.5M. The position accounts for 0.75% of the portfolio, ranked #37.
Fulton Breakefield Broenniman first reported a position in UNH in Q2 2015 and has held it in 44 quarters since. The position peaked at $36.1M in Q1 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Fulton Breakefield Broenniman held 42,660 shares of UnitedHealth worth $11.5M as of Q1 2026.
- Fulton Breakefield Broenniman sold 2,381 UnitedHealth shares in Q1 2026, an estimated $709K.
- UnitedHealth made up 0.75% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #37 holding.
- Fulton Breakefield Broenniman first reported a position in UnitedHealth in Q2 2015 and has held it in 44 quarters since.
- Fulton Breakefield Broenniman's UnitedHealth position peaked at $36.1M in Q1 2022.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.