Wilson & Boucher Capital Management’s UnitedHealth UNH Stock Holding History

Wilson & Boucher 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	$594K	Buy	2,195 +11	+0.5%	+$3.28K	0.39%	62
2025 Q4	$721K	Sell	2,184 -89	-4%	-$30.2K	0.47%	55
2025 Q3	$785K	Sell	2,273 -437	-16%	-$132K	0.52%	52
2025 Q2	$845K	Buy	2,710 +186	+7%	+$71.1K	0.59%	48
2025 Q1	$1.32M	Sell	2,524 -155	-6%	-$79.2K	0.98%	27
2024 Q4	$1.36M	Hold	2,679	–	–	0.96%	27
2024 Q3	$1.57M	Hold	2,679	–	–	1.08%	24
2024 Q2	$1.36M	Hold	2,679	–	–	1.05%	25
2024 Q1	$1.33M	Buy	2,679 +90	+3%	+$45.8K	1.04%	25
2023 Q4	$1.36M	Hold	2,589	–	–	1.15%	24
2023 Q3	$1.31M	Buy	2,589 +75	+3%	+$36.9K	1.24%	22
2023 Q2	$1.21M	Sell	2,514 -40	-2%	-$19.6K	1.09%	26
2023 Q1	$1.21M	Buy	2,554 +97	+4%	+$46.8K	1.16%	25
2022 Q4	$1.3M	Buy	2,457 +55	+2%	+$29.1K	1.34%	26
2022 Q3	$1.21M	Sell	2,402 -10	-0.4%	-$5.26K	1.41%	22
2022 Q2	$1.24M	Sell	2,412 -70	-3%	-$35.2K	1.36%	21
2022 Q1	$1.27M	Buy	2,482 +15	+0.6%	+$7.24K	1.15%	25
2021 Q4	$1.24M	Buy	+2,467	New	+$1.12M	1.12%	29

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

Wilson & Boucher Capital Management's UNH Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its UnitedHealth (UNH) stake by 0.5% in Q1 2026, buying an estimated $3.28K and bringing the position to 2,195 shares worth $594K. The position accounts for 0.39% of the portfolio, ranked #62.

Wilson & Boucher Capital Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.57M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Wilson & Boucher Capital Management held 2,195 shares of UnitedHealth worth $594K as of Q1 2026.
Wilson & Boucher Capital Management bought 11 UnitedHealth shares in Q1 2026, an estimated $3.28K.
UnitedHealth made up 0.39% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #62 holding.
Wilson & Boucher Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's UnitedHealth position peaked at $1.57M in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.