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 Q2	$938K	Sell	2,257 -347	-13%	-$129K	0.28%	40
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goepper Burkhardt's UNH Position: Q2 2026 in Review

Goepper Burkhardt reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $129K and leaving 2,257 shares worth $938K. The position accounts for 0.28% of the portfolio, ranked #40.

Goepper Burkhardt first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.19M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Goepper Burkhardt held 2,257 shares of UnitedHealth worth $938K as of Q2 2026.
Goepper Burkhardt sold 347 UnitedHealth shares in Q2 2026, an estimated $129K.
UnitedHealth made up 0.28% of Goepper Burkhardt's portfolio in Q2 2026, its #40 holding.
Goepper Burkhardt first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
Goepper Burkhardt's UnitedHealth position peaked at $2.19M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.