Leith Wheeler Investment Counsel’s UnitedHealth UNH Stock Holding History

Leith Wheeler 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	$29.6M	Buy	109,436 +354	+0.3%	+$105K	2.45%	7
2025 Q4	$36M	Sell	109,082 -49,226	-31%	-$16.7M	2.7%	6
2025 Q3	$54.7M	Buy	158,308 +111,024	+235%	+$33.6M	3.7%	2
2025 Q2	$14.8M	Buy	+47,284	New	+$18.1M	1.05%	26
2025 Q1	–	Sell	-23,949	Closed	-$12.1M	–	81
2024 Q4	$12.1M	Buy	23,949 +3,399	+17%	+$1.93M	0.88%	27
2024 Q3	$12M	Buy	20,550 +20,086	+4,329%	+$11.4M	0.84%	32
2024 Q2	$236K	Buy	+464	New	+$227K	0.02%	65

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Leith Wheeler Investment Counsel's UNH Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its UnitedHealth (UNH) stake by 0.32% in Q1 2026, buying an estimated $105K and bringing the position to 109,436 shares worth $29.6M. The position accounts for 2.45% of the portfolio, ranked #7.

Leith Wheeler Investment Counsel first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. The position peaked at $54.7M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Leith Wheeler Investment Counsel held 109,436 shares of UnitedHealth worth $29.6M as of Q1 2026.
Leith Wheeler Investment Counsel bought 354 UnitedHealth shares in Q1 2026, an estimated $105K.
UnitedHealth made up 2.45% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #7 holding.
Leith Wheeler Investment Counsel first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
Leith Wheeler Investment Counsel's UnitedHealth position peaked at $54.7M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.