Timber Creek Capital Management’s UnitedHealth UNH Stock Holding History

Timber Creek Capital Management’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	$2.12M	Buy	7,827 +1,398	+22%	+$416K	0.51%	46
2025 Q4	$2.12M	Sell	6,429 -20	-0.3%	-$6.78K	0.49%	49
2025 Q3	$2.23M	Buy	+6,449	New	+$1.95M	0.54%	53
2025 Q2	–	Sell	-9,655	Closed	-$5.06M	–	86
2025 Q1	$5.06M	Sell	9,655 -2,577	-21%	-$1.32M	1.35%	26
2024 Q4	$6.19M	Buy	12,232 +197	+2%	+$112K	1.79%	17
2024 Q3	$7.04M	Sell	12,035 -2,857	-19%	-$1.62M	1.97%	15
2024 Q2	$7.58M	Sell	14,892 -1,502	-9%	-$736K	2.29%	12
2024 Q1	$8.11M	Buy	16,394 +749	+5%	+$381K	2.53%	11
2023 Q4	$8.24M	Buy	15,645 +115	+0.7%	+$61.3K	2.81%	10
2023 Q3	$7.83M	Buy	15,530 +1,165	+8%	+$573K	2.83%	10
2023 Q2	$6.9M	Buy	14,365 +4,786	+50%	+$2.34M	2.38%	10
2023 Q1	$4.53M	Sell	9,579 -74	-0.8%	-$35.7K	1.62%	25
2022 Q4	$5.12M	Sell	9,653 -187	-2%	-$99.1K	1.94%	20
2022 Q3	$4.97M	Sell	9,840 -193	-2%	-$101K	1.97%	17
2022 Q2	$5.15M	Buy	10,033 +990	+11%	+$497K	1.7%	25
2022 Q1	$4.61M	Buy	9,043 +260	+3%	+$125K	1.4%	33
2021 Q4	$4.41M	Buy	+8,783	New	+$3.98M	1.31%	32
2017 Q3	–	Sell	-42	Closed	-$7K	–	141
2017 Q2	$7K	Hold	42	–	–	﹤0.01%	118
2017 Q1	$6K	Buy	+42	New	+$6.88K	﹤0.01%	113

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

Timber Creek Capital Management's UNH Position: Q1 2026 in Review

Timber Creek Capital Management increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $416K and bringing the position to 7,827 shares worth $2.12M. The position accounts for 0.51% of the portfolio, ranked #46.

Timber Creek Capital Management first reported a position in UNH in Q1 2017 and has held it in 19 quarters since. The position peaked at $8.24M in Q4 2023. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Timber Creek Capital Management held 7,827 shares of UnitedHealth worth $2.12M as of Q1 2026.
Timber Creek Capital Management bought 1,398 UnitedHealth shares in Q1 2026, an estimated $416K.
UnitedHealth made up 0.51% of Timber Creek Capital Management's portfolio in Q1 2026, its #46 holding.
Timber Creek Capital Management first reported a position in UnitedHealth in Q1 2017 and has held it in 19 quarters since.
Timber Creek Capital Management's UnitedHealth position peaked at $8.24M in Q4 2023.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Timber Creek Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.