BPWM
UNH icon

Badgley Phelps Wealth Managers’s UnitedHealth UNH Stock Holding History

Badgley Phelps Wealth Managers’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 		$7.31M Sell
17,589
-3,643
-17% -$1.35M 0.13% 123
2026
Q1 		$5.75M Sell
21,232
-12,094
-36% -$3.6M 0.11% 127
2025
Q4 		$11M Buy
33,326
+20,613
+162% +$6.99M 0.2% 109
2025
Q3 		$4.39M Sell
12,713
-3,901
-23% -$1.18M 0.09% 127
2025
Q2 		$5.18M Sell
16,614
-32,405
-66% -$12.4M 0.11% 122
2025
Q1 		$25.7M Sell
49,019
-925
-2% -$473K 0.62% 44
2024
Q4 		$25.3M Sell
49,944
-2,040
-4% -$1.16M 0.59% 46
2024
Q3 		$30.4M Sell
51,984
-2,018
-4% -$1.14M 0.71% 39
2024
Q2 		$27.5M Sell
54,002
-797
-1% -$391K 0.68% 39
2024
Q1 		$27.1M Buy
54,799
+154
+0.3% +$78.3K 0.68% 41
2023
Q4 		$28.8M Buy
54,645
+5,110
+10% +$2.73M 0.78% 38
2023
Q3 		$25M Sell
49,535
-70
-0.1% -$34.5K 0.85% 37
2023
Q2 		$23.8M Buy
49,605
+3,303
+7% +$1.62M 0.79% 40
2023
Q1 		$21.9M Buy
46,302
+2,505
+6% +$1.21M 0.81% 40
2022
Q4 		$23.2M Buy
43,797
+240
+0.6% +$127K 0.93% 35
2022
Q3 		$22M Buy
43,557
+664
+2% +$349K 0.94% 32
2022
Q2 		$22M Sell
42,893
-154
-0.4% -$77.3K 0.91% 33
2022
Q1 		$22M Sell
43,047
-1,041
-2% -$502K 0.76% 47
2021
Q4 		$22.1M Buy
44,088
+855
+2% +$387K 0.72% 49
2021
Q3 		$16.9M Buy
+43,233
New +$17.9M 0.61% 55

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Badgley Phelps Wealth Managers's UNH Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $1.35M and leaving 17,589 shares worth $7.31M. The position accounts for 0.13% of the portfolio, ranked #123.

Badgley Phelps Wealth Managers first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $30.4M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Badgley Phelps Wealth Managers held 17,589 shares of UnitedHealth worth $7.31M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 3,643 UnitedHealth shares in Q2 2026, an estimated $1.35M.
  • UnitedHealth made up 0.13% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #123 holding.
  • Badgley Phelps Wealth Managers first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's UnitedHealth position peaked at $30.4M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.