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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
Q2 		$472K Sell
1,135
-375
-25% -$139K 0.06% 95
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wilkins Investment Counsel's UNH Position: Q2 2026 in Review

Wilkins Investment Counsel reduced its UnitedHealth (UNH) stake by 25% in Q2 2026, selling an estimated $139K and leaving 1,135 shares worth $472K. The position accounts for 0.06% of the portfolio, ranked #95.

Wilkins Investment Counsel first reported a position in UNH in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q2 2024. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wilkins Investment Counsel held 1,135 shares of UnitedHealth worth $472K as of Q2 2026.
  • Wilkins Investment Counsel sold 375 UnitedHealth shares in Q2 2026, an estimated $139K.
  • UnitedHealth made up 0.06% of Wilkins Investment Counsel's portfolio in Q2 2026, its #95 holding.
  • Wilkins Investment Counsel first reported a position in UnitedHealth in Q1 2024 and has held it in 7 quarters since.
  • Wilkins Investment Counsel's UnitedHealth position peaked at $1.46M in Q2 2024.
  • 3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wilkins Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.