WIC
UNH icon

Wilkins Investment Counsel’s UnitedHealth UNH Stock Holding History

Wilkins Investment Counsel’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 		$409K Sell
1,510
-515
-25% -$153K 0.06% 97
2025
Q4 		$668K Sell
2,025
-190
-9% -$64.4K 0.1% 85
2025
Q3 		$765K Sell
2,215
-645
-23% -$195K 0.11% 87
2025
Q2 		$892K Buy
+2,860
New +$1.09M 0.13% 81
2024
Q3 		– Sell
-2,870
Closed -$1.46M – 127
2024
Q2 		$1.46M Buy
2,870
+20
+0.7% +$9.8K 0.22% 63
2024
Q1 		$1.41M Buy
+2,850
New +$1.45M 0.21% 65

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

Wilkins Investment Counsel's UNH Position: Q1 2026 in Review

Wilkins Investment Counsel reduced its UnitedHealth (UNH) stake by 25% in Q1 2026, selling an estimated $153K and leaving 1,510 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #97.

Wilkins Investment Counsel first reported a position in UNH in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Wilkins Investment Counsel held 1,510 shares of UnitedHealth worth $409K as of Q1 2026.
  • Wilkins Investment Counsel sold 515 UnitedHealth shares in Q1 2026, an estimated $153K.
  • UnitedHealth made up 0.06% of Wilkins Investment Counsel's portfolio in Q1 2026, its #97 holding.
  • Wilkins Investment Counsel first reported a position in UnitedHealth in Q1 2024 and has held it in 6 quarters since.
  • Wilkins Investment Counsel's UnitedHealth position peaked at $1.46M in Q2 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.