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Ted Buchan & Co’s UnitedHealth UNH Stock Holding History

Ted Buchan & Co’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 		$1.72M Sell
4,133
-156
-4% -$57.8K 0.56% 38
2026
Q1 		$1.16M Sell
4,289
-4,710
-52% -$1.4M 0.42% 48
2025
Q4 		$2.97M Buy
8,999
+447
+5% +$151K 1.09% 24
2025
Q3 		$2.95M Buy
8,552
+1,198
+16% +$362K 1.16% 27
2025
Q2 		$2.29M Buy
7,354
+1,454
+25% +$556K 0.91% 30
2025
Q1 		$3.09M Buy
5,900
+229
+4% +$117K 1.46% 20
2024
Q4 		$2.87M Buy
5,671
+1,393
+33% +$791K 1.35% 20
2024
Q3 		$2.5M Buy
4,278
+845
+25% +$478K 1.19% 23
2024
Q2 		$1.75M Buy
3,433
+795
+30% +$390K 0.94% 26
2024
Q1 		$1.31M Buy
2,638
+946
+56% +$481K 0.8% 28
2023
Q4 		$891K Buy
1,692
+171
+11% +$91.2K 0.65% 36
2023
Q3 		$767K Buy
1,521
+279
+22% +$137K 0.62% 37
2023
Q2 		$597K Buy
1,242
+611
+97% +$299K 0.46% 47
2023
Q1 		$298K Buy
631
+77
+14% +$37.2K 0.25% 62
2022
Q4 		$294K Buy
+554
New +$293K 0.27% 58

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ted Buchan & Co's UNH Position: Q2 2026 in Review

Ted Buchan & Co reduced its UnitedHealth (UNH) stake by 3.6% in Q2 2026, selling an estimated $57.8K and leaving 4,133 shares worth $1.72M. The position accounts for 0.56% of the portfolio, ranked #38.

Ted Buchan & Co first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ted Buchan & Co held 4,133 shares of UnitedHealth worth $1.72M as of Q2 2026.
  • Ted Buchan & Co sold 156 UnitedHealth shares in Q2 2026, an estimated $57.8K.
  • UnitedHealth made up 0.56% of Ted Buchan & Co's portfolio in Q2 2026, its #38 holding.
  • Ted Buchan & Co first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Ted Buchan & Co's UnitedHealth position peaked at $3.09M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.