West Branch Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.82M | Buy |
11,589
+114
| +1% | +$42.3K | 1.12% | 27 |
|
|
2026
Q1 | $3.1M | Buy |
11,475
+229
| +2% | +$68.2K | 0.83% | 31 |
|
|
2025
Q4 | $3.71M | Sell |
11,246
-2,194
| -16% | -$744K | 0.96% | 25 |
|
|
2025
Q3 | $4.64M | Buy |
13,440
+306
| +2% | +$92.5K | 1.22% | 22 |
|
|
2025
Q2 | $4.1M | Buy |
13,134
+1,445
| +12% | +$552K | 1.21% | 22 |
|
|
2025
Q1 | $6.12M | Buy |
11,689
+519
| +5% | +$265K | 2.04% | 13 |
|
|
2024
Q4 | $5.65M | Buy |
11,170
+162
| +1% | +$92K | 1.8% | 14 |
|
|
2024
Q3 | $6.44M | Buy |
11,008
+38
| +0.3% | +$21.5K | 2.23% | 10 |
|
|
2024
Q2 | $5.59M | Buy |
10,970
+1,979
| +22% | +$970K | 2.08% | 10 |
|
|
2024
Q1 | $4.45M | Buy |
8,991
+604
| +7% | +$307K | 1.79% | 14 |
|
|
2023
Q4 | $4.42M | Buy |
8,387
+157
| +2% | +$83.7K | 2.08% | 12 |
|
|
2023
Q3 | $4.15M | Buy |
8,230
+193
| +2% | +$95K | 2.18% | 11 |
|
|
2023
Q2 | $3.86M | Buy |
8,037
+183
| +2% | +$89.5K | 1.93% | 13 |
|
|
2023
Q1 | $3.71M | Sell |
7,854
-7
| -0.1% | -$3.38K | 2.07% | 12 |
|
|
2022
Q4 | $4.17M | Buy |
7,861
+1
| +0% | +$530 | 2.57% | 10 |
|
|
2022
Q3 | $3.97M | Buy |
7,860
+86
| +1% | +$45.2K | 2.47% | 9 |
|
|
2022
Q2 | $3.99M | Buy |
7,774
+323
| +4% | +$162K | 2.31% | 11 |
|
|
2022
Q1 | $3.8M | Sell |
7,451
-528
| -7% | -$255K | 1.82% | 13 |
|
|
2021
Q4 | $4.01M | Buy |
7,979
+266
| +3% | +$120K | 1.71% | 14 |
|
|
2021
Q3 | $3.01M | Buy |
7,713
+14
| +0.2% | +$5.8K | 1.45% | 18 |
|
|
2021
Q2 | $3.08M | Buy |
7,699
+192
| +3% | +$76.6K | 1.52% | 16 |
|
|
2021
Q1 | $2.79M | Sell |
7,507
-195
| -3% | -$67.6K | 1.63% | 20 |
|
|
2020
Q4 | $2.7M | Sell |
7,702
-52
| -0.7% | -$17.4K | 1.6% | 18 |
|
|
2020
Q3 | $2.42M | Buy |
7,754
+274
| +4% | +$84.2K | 1.54% | 18 |
|
|
2020
Q2 | $2.21M | Buy |
7,480
+543
| +8% | +$156K | 1.55% | 17 |
|
|
2020
Q1 | $1.73M | Sell |
6,937
-225
| -3% | -$61.9K | 1.65% | 18 |
|
|
2019
Q4 | $2.11M | Buy |
7,162
+78
| +1% | +$20.4K | 1.47% | 21 |
|
|
2019
Q3 | $1.54M | Buy |
7,084
+26
| +0.4% | +$6.27K | 1.14% | 24 |
|
|
2019
Q2 | $1.72M | Buy |
7,058
+516
| +8% | +$124K | 1.42% | 18 |
|
|
2019
Q1 | $1.62M | Buy |
6,542
+98
| +2% | +$25K | 1.45% | 19 |
|
|
2018
Q4 | $1.6M | Sell |
6,444
-258
| -4% | -$68.2K | 1.69% | 18 |
|
|
2018
Q3 | $1.78M | Buy |
6,702
+60
| +0.9% | +$15.6K | 1.32% | 23 |
|
|
2018
Q2 | $1.63M | Buy |
6,642
+802
| +14% | +$193K | 1.28% | 25 |
|
|
2018
Q1 | $1.25M | Buy |
+5,840
| New | +$1.33M | 1.37% | 25 |
|
Other funds holding UNH
PAM
ECSS
West Branch Capital's UNH Position: Q2 2026 in Review
West Branch Capital increased its UnitedHealth (UNH) stake by 0.99% in Q2 2026, buying an estimated $42.3K and bringing the position to 11,589 shares worth $4.82M. The position accounts for 1.12% of the portfolio, ranked #27.
West Branch Capital first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.44M in Q3 2024. 1,472 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- West Branch Capital held 11,589 shares of UnitedHealth worth $4.82M as of Q2 2026.
- West Branch Capital bought 114 UnitedHealth shares in Q2 2026, an estimated $42.3K.
- UnitedHealth made up 1.12% of West Branch Capital's portfolio in Q2 2026, its #27 holding.
- West Branch Capital first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
- West Branch Capital's UnitedHealth position peaked at $6.44M in Q3 2024.
- 1,472 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.