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 Q2	$40.5M	Sell	97,475 -11,961	-11%	-$4.43M	3.08%	3
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 $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

Leith Wheeler Investment Counsel's UNH Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $4.43M and leaving 97,475 shares worth $40.5M. The position accounts for 3.08% of the portfolio, ranked #3.

Leith Wheeler Investment Counsel first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $54.7M in Q3 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Leith Wheeler Investment Counsel held 97,475 shares of UnitedHealth worth $40.5M as of Q2 2026.
Leith Wheeler Investment Counsel sold 11,961 UnitedHealth shares in Q2 2026, an estimated $4.43M.
UnitedHealth made up 3.08% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #3 holding.
Leith Wheeler Investment Counsel first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
Leith Wheeler Investment Counsel's UnitedHealth position peaked at $54.7M in Q3 2025.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.