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Weik Capital Management’s UnitedHealth UNH Stock Holding History

Weik 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 		$2.58M Sell
9,520
-150
-2% -$44.7K 1.03% 26
2025
Q4 		$3.19M Sell
9,670
-198
-2% -$67.1K 1.2% 25
2025
Q3 		$3.41M Buy
9,868
+44
+0.4% +$13.3K 1.27% 24
2025
Q2 		$3.06M Buy
9,824
+142
+1% +$54.3K 1.21% 23
2025
Q1 		$5.07M Sell
9,682
-81
-0.8% -$41.4K 2.06% 13
2024
Q4 		$4.94M Sell
9,763
-118
-1% -$67K 2.01% 11
2024
Q3 		$5.78M Sell
9,881
-17
-0.2% -$9.62K 2.33% 10
2024
Q2 		$5.04M Sell
9,898
-240
-2% -$118K 2.16% 11
2024
Q1 		$5.02M Sell
10,138
-129
-1% -$65.6K 2.13% 11
2023
Q4 		$5.41M Sell
10,267
-160
-2% -$85.3K 2.5% 11
2023
Q3 		$5.26M Buy
10,427
+61
+0.6% +$30K 2.59% 10
2023
Q2 		$4.98M Sell
10,366
-85
-0.8% -$41.6K 2.35% 12
2023
Q1 		$4.94M Buy
10,451
+1,389
+15% +$670K 2.26% 12
2022
Q4 		$4.8M Sell
9,062
-24
-0.3% -$12.7K 2.24% 11
2022
Q3 		$4.59M Sell
9,086
-210
-2% -$110K 2.29% 12
2022
Q2 		$4.78M Buy
9,296
+16
+0.2% +$8.04K 2.18% 13
2022
Q1 		$4.73M Sell
9,280
-40
-0.4% -$19.3K 1.87% 14
2021
Q4 		$4.68M Sell
9,320
-145
-2% -$65.6K 1.77% 16
2021
Q3 		$3.7M Sell
9,465
-1,035
-10% -$429K 1.53% 20
2021
Q2 		$4.21M Buy
10,500
+60
+0.6% +$23.9K 1.64% 16
2021
Q1 		$3.88M Sell
10,440
-15
-0.1% -$5.2K 1.65% 17
2020
Q4 		$3.67M Sell
10,455
-285
-3% -$95.5K 1.64% 18
2020
Q3 		$3.35M Sell
10,740
-40
-0.4% -$12.3K 1.63% 19
2020
Q2 		$3.18M Sell
10,780
-650
-6% -$186K 1.72% 16
2020
Q1 		$2.85M Sell
11,430
-340
-3% -$93.6K 1.63% 18
2019
Q4 		$3.46M Sell
11,770
-48
-0.4% -$12.6K 1.56% 19
2019
Q3 		$2.57M Buy
11,818
+1,730
+17% +$417K 1.23% 26
2019
Q2 		$2.46M Buy
10,088
+10
+0.1% +$2.4K 1.18% 28
2019
Q1 		$2.49M Sell
10,078
-109
-1% -$27.8K 1.22% 28
2018
Q4 		$2.54M Buy
10,187
+1,567
+18% +$414K 1.38% 23
2018
Q3 		$2.29M Sell
8,620
-305
-3% -$79.3K 1.1% 27
2018
Q2 		$2.19M Sell
8,925
-525
-6% -$126K 1.08% 28
2018
Q1 		$2.02M Sell
9,450
-350
-4% -$79.9K 0.97% 33
2017
Q4 		$2.16M Sell
9,800
-145
-1% -$30.7K 1.01% 30
2017
Q3 		$1.95M Sell
9,945
-665
-6% -$128K 0.93% 33
2017
Q2 		$1.97M Sell
10,610
-155
-1% -$27.2K 1.04% 30
2017
Q1 		$1.77M Sell
10,765
-125
-1% -$20.5K 0.94% 31
2016
Q4 		$1.74M Sell
10,890
-265
-2% -$39.6K 0.98% 34
2016
Q3 		$1.56M Sell
11,155
-215
-2% -$30.1K 0.9% 33
2016
Q2 		$1.6M Sell
11,370
-440
-4% -$58.7K 0.96% 31
2016
Q1 		$1.52M Sell
11,810
-450
-4% -$53.2K 0.92% 32
2015
Q4 		$1.44M Sell
12,260
-1,170
-9% -$137K 0.87% 35
2015
Q3 		$1.56M Sell
13,430
-40
-0.3% -$4.79K 0.95% 35
2015
Q2 		$1.64M Sell
13,470
-3,450
-20% -$408K 0.95% 33
2015
Q1 		$2M Sell
16,920
-941
-5% -$105K 1.16% 29
2014
Q4 		$1.81M Sell
17,861
-440
-2% -$41.7K 1.05% 30
2014
Q3 		$1.58M Sell
18,301
-975
-5% -$82.4K 0.97% 32
2014
Q2 		$1.58M Sell
19,276
-275
-1% -$21.6K 0.97% 34
2014
Q1 		$1.6M Buy
19,551
+24
+0.1% +$1.81K 1.01% 33
2013
Q4 		$1.47M Sell
19,527
-450
-2% -$32.3K 0.91% 37
2013
Q3 		$1.43M Sell
19,977
-215
-1% -$15.4K 0.96% 35
2013
Q2 		$1.32M Buy
+20,192
New +$1.26M 0.93% 34

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Weik Capital Management's UNH Position: Q1 2026 in Review

Weik Capital Management reduced its UnitedHealth (UNH) stake by 1.6% in Q1 2026, selling an estimated $44.7K and leaving 9,520 shares worth $2.58M. The position accounts for 1.03% of the portfolio, ranked #26.

Weik Capital Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.78M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Weik Capital Management held 9,520 shares of UnitedHealth worth $2.58M as of Q1 2026.
  • Weik Capital Management sold 150 UnitedHealth shares in Q1 2026, an estimated $44.7K.
  • UnitedHealth made up 1.03% of Weik Capital Management's portfolio in Q1 2026, its #26 holding.
  • Weik Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Weik Capital Management's UnitedHealth position peaked at $5.78M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Weik Capital Management's 13F filing for Q1 2026, filed 12 May 2026.