GB
UNH icon

Goepper Burkhardt’s UnitedHealth UNH Stock Holding History

Goepper Burkhardt’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 		$705K Sell
2,604
-751
-22% -$224K 0.24% 53
2025
Q4 		$1.11M Sell
3,355
-57
-2% -$19.3K 0.36% 35
2025
Q3 		$1.18M Sell
3,412
-255
-7% -$77.1K 0.4% 31
2025
Q2 		$1.14M Sell
3,667
-50
-1% -$19.1K 0.42% 27
2025
Q1 		$1.95M Hold
3,717
– – 0.78% 24
2024
Q4 		$1.88M Sell
3,717
-25
-0.7% -$14.2K 0.76% 22
2024
Q3 		$2.19M Hold
3,742
– – 0.9% 23
2024
Q2 		$1.91M Hold
3,742
– – 0.86% 22
2024
Q1 		$1.92M Sell
3,742
-6
-0.2% -$3.05K 0.89% 22
2023
Q4 		$1.94M Buy
3,748
+194
+5% +$103K 0.97% 20
2023
Q3 		$1.79M Hold
3,554
– – 1.09% 18
2023
Q2 		$1.71M Buy
3,554
+2
+0.1% +$978 1.03% 18
2023
Q1 		$1.68M Sell
3,552
-27
-0.8% -$13K 1.1% 18
2022
Q4 		$1.9M Buy
3,579
+27
+0.8% +$14.3K 1.33% 15
2022
Q3 		$1.79M Hold
3,552
– – 1.33% 15
2022
Q2 		$1.82M Hold
3,552
– – 1.29% 15
2022
Q1 		$1.81M Buy
3,552
+25
+0.7% +$12.1K 1.1% 16
2021
Q4 		$1.77M Hold
3,527
– – 1.05% 16
2021
Q3 		$1.38M Hold
3,527
– – 0.88% 18
2021
Q2 		$1.41M Hold
3,527
– – 0.89% 18
2021
Q1 		$1.31M Hold
3,527
– – 0.89% 17
2020
Q4 		$1.24M Buy
+3,527
New +$1.18M 0.9% 17

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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