WBCM
UNH icon

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
Q2 		$871K Sell
2,095
-100
-5% -$37.1K 0.51% 50
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
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 $3.37T AUM 44.26% 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

Wilson & Boucher Capital Management's UNH Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its UnitedHealth (UNH) stake by 4.6% in Q2 2026, selling an estimated $37.1K and leaving 2,095 shares worth $871K. The position accounts for 0.51% of the portfolio, ranked #50.

Wilson & Boucher Capital Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q3 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wilson & Boucher Capital Management held 2,095 shares of UnitedHealth worth $871K as of Q2 2026.
  • Wilson & Boucher Capital Management sold 100 UnitedHealth shares in Q2 2026, an estimated $37.1K.
  • UnitedHealth made up 0.51% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #50 holding.
  • Wilson & Boucher Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's UnitedHealth position peaked at $1.57M in Q3 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.