Bahl & Gaynor’s UnitedHealth UNH Stock Holding History

Bahl & Gaynor’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	$475M	Buy	1,143,155 +290,727	+34%	+$108M	2.19%	10
2026 Q1	$231M	Buy	852,428 +187,567	+28%	+$55.9M	1.16%	22
2025 Q4	$219M	Sell	664,861 -19,300	-3%	-$6.54M	1.11%	26
2025 Q3	$236M	Buy	684,161 +3,384	+0.5%	+$1.02M	1.17%	24
2025 Q2	$212M	Buy	680,777 +403,729	+146%	+$154M	1.07%	26
2025 Q1	$145M	Buy	277,048 +41,753	+18%	+$21.3M	0.74%	39
2024 Q4	$119M	Sell	235,295 -94	-0%	-$53.4K	0.63%	50
2024 Q3	$138M	Buy	235,389 +3,392	+1%	+$1.92M	0.71%	42
2024 Q2	$118M	Buy	231,997 +4,682	+2%	+$2.29M	0.66%	46
2024 Q1	$112M	Sell	227,315 -53,392	-19%	-$27.1M	0.63%	47
2023 Q4	$148M	Sell	280,707 -3,429	-1%	-$1.83M	0.89%	38
2023 Q3	$143M	Sell	284,136 -25,043	-8%	-$12.3M	0.92%	37
2023 Q2	$149M	Sell	309,179 -80,174	-21%	-$39.2M	0.9%	36
2023 Q1	$184M	Buy	389,353 +88,345	+29%	+$42.6M	0.99%	34
2022 Q4	$160M	Sell	301,008 -54,785	-15%	-$29M	1%	37
2022 Q3	$180M	Buy	355,793 +78,904	+28%	+$41.5M	1.19%	33
2022 Q2	$142M	Buy	276,889 +23,458	+9%	+$11.8M	0.94%	39
2022 Q1	$129M	Sell	253,431 -14,263	-5%	-$6.88M	0.95%	37
2021 Q4	$134M	Buy	267,694 +255	+0.1%	+$115K	0.75%	43
2021 Q3	$104M	Buy	267,439 +1,504	+0.6%	+$623K	0.64%	46
2021 Q2	$106M	Sell	265,935 -7,030	-3%	-$2.8M	0.65%	45
2021 Q1	$102M	Buy	272,965 +1,221	+0.4%	+$423K	0.64%	45
2020 Q4	$95.3M	Sell	271,744 -1,172	-0.4%	-$393K	0.61%	44
2020 Q3	$85.1M	Buy	272,916 +14,937	+6%	+$4.59M	0.6%	44
2020 Q2	$76.1M	Buy	257,979 +64,061	+33%	+$18.4M	0.57%	46
2020 Q1	$48.4M	Buy	193,918 +16,055	+9%	+$4.42M	0.42%	52
2019 Q4	$52.3M	Sell	177,863 -30,245	-15%	-$7.91M	0.36%	65
2019 Q3	$45.2M	Sell	208,108 -92,912	-31%	-$22.4M	0.33%	66
2019 Q2	$73.5M	Buy	301,020 +100,612	+50%	+$24.2M	0.54%	51
2019 Q1	$49.6M	Buy	200,408 +14,539	+8%	+$3.71M	0.45%	57
2018 Q4	$46.3M	Buy	185,869 +43,414	+30%	+$11.5M	0.5%	55
2018 Q3	$37.9M	Sell	142,455 -46,719	-25%	-$12.2M	0.49%	54
2018 Q2	$46.4M	Sell	189,174 -1,032	-0.5%	-$248K	0.49%	56
2018 Q1	$40.7M	Sell	190,206 -949	-0.5%	-$217K	0.45%	56
2017 Q4	$42.1M	Sell	191,155 -3,017	-2%	-$639K	0.43%	59
2017 Q3	$38M	Sell	194,172 -7,897	-4%	-$1.53M	0.42%	60
2017 Q2	$37.5M	Sell	202,069 -7,392	-4%	-$1.3M	0.43%	59
2017 Q1	$34.4M	Buy	209,461 +7,389	+4%	+$1.21M	0.39%	63
2016 Q4	$32.3M	Buy	202,072 +491	+0.2%	+$73.3K	0.4%	63
2016 Q3	$28.2M	Sell	201,581 -4,075	-2%	-$571K	0.34%	70
2016 Q2	$29M	Sell	205,656 -1,197	-0.6%	-$160K	0.38%	71
2016 Q1	$26.7M	Buy	206,853 +2,299	+1%	+$272K	0.35%	71
2015 Q4	$24.1M	Sell	204,554 -16,527	-7%	-$1.93M	0.33%	73
2015 Q3	$25.6M	Buy	221,081 +209,553	+1,818%	+$25.1M	0.37%	77
2015 Q2	$1.41M	Buy	+11,528	New	+$1.36M	0.02%	203

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bahl & Gaynor's UNH Position: Q2 2026 in Review

Bahl & Gaynor increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $108M and bringing the position to 1,143,155 shares worth $475M. The position accounts for 2.19% of the portfolio, ranked #10.

Bahl & Gaynor first reported a position in UNH in Q2 2015 and has held it in 45 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bahl & Gaynor held 1,143,155 shares of UnitedHealth worth $475M as of Q2 2026.
Bahl & Gaynor bought 290,727 UnitedHealth shares in Q2 2026, an estimated $108M.
UnitedHealth made up 2.19% of Bahl & Gaynor's portfolio in Q2 2026, its #10 holding.
Bahl & Gaynor first reported a position in UnitedHealth in Q2 2015 and has held it in 45 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.