SEC 13F Intelligence

Buck Wealth Strategies, LLC / UNH

Buck Wealth Strategies, LLC’s Unitedhealth Group Inc Position

Does Buck Wealth Strategies, LLC own Unitedhealth Group Inc (UNH)? Yes — 47.6K shares worth $13M (+1.59% of its 13F portfolio) as of Q1 2026, up from 35.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
47.6K
% of Portfolio
+1.59%
Quarters Held
10
currently held

Position History UNH

Reported value by quarter
Q3 ’23: $5MQ3 ’23Q4 ’23: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $10MQ2 ’25: $8MQ2 ’25Q3 ’25: $10MQ4 ’25: $12MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.6K$13M+1.59%
Q4 202535.4K$12M+1.48%
Q3 202529.0K$10M+1.37%
Q2 202526.9K$8M+1.28%
Q1 202518.6K$10M+1.77%
Q4 202415.7K$8M+1.66%
Q3 202412.2K$7M+2.24%
Q2 202414.0K$7M+2.10%
Q4 202312.3K$6M+2.39%
Q3 202310.7K$5M+2.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buck Wealth Strategies, LLC’s full portfolio or all institutional holders of UNH.