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 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 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

Ted Buchan & Co's UNH Position: Q1 2026 in Review

Ted Buchan & Co reduced its UnitedHealth (UNH) stake by 52% in Q1 2026, selling an estimated $1.4M and leaving 4,289 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #48.

Ted Buchan & Co first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Ted Buchan & Co held 4,289 shares of UnitedHealth worth $1.16M as of Q1 2026.
Ted Buchan & Co sold 4,710 UnitedHealth shares in Q1 2026, an estimated $1.4M.
UnitedHealth made up 0.42% of Ted Buchan & Co's portfolio in Q1 2026, its #48 holding.
Ted Buchan & Co first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Ted Buchan & Co's UnitedHealth position peaked at $3.09M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.