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BAM Wealth Management’s UnitedHealth UNH Stock Holding History

BAM Wealth 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 		– Sell
-2,770
Closed -$914K – 184
2025
Q4 		$914K Sell
2,770
-244
-8% -$82.7K 0.66% 39
2025
Q3 		$1.04M Buy
+3,014
New +$912K 0.81% 28

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAM Wealth Management's UNH Position: Q1 2026 in Review

BAM Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,770 shares — an estimated $914K sold.

BAM Wealth Management first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $1.04M in Q3 2025. 3,027 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • BAM Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 2,770 UnitedHealth shares in Q1 2026, an estimated $914K.
  • BAM Wealth Management first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's UnitedHealth position peaked at $1.04M in Q3 2025.
  • 3,027 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.