Bank Julius Baer & Co
UNH icon

Bank Julius Baer & Co’s UnitedHealth UNH Stock Holding History

Bank Julius Baer & Co’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 		$11M Sell
40,820
-326,379
-89% -$97.2M 0.03% 175
2025
Q4 		$121M Sell
367,199
-113,146
-24% -$38.3M 0.33% 72
2025
Q3 		$166M Sell
480,345
-67,497
-12% -$20.4M 0.47% 56
2025
Q2 		$171M Sell
547,842
-361,396
-40% -$138M 0.51% 56
2025
Q1 		$475M Sell
909,238
-605,491
-40% -$310M 1.54% 15
2024
Q4 		$824M Buy
1,514,729
+209,096
+16% +$119M 2.54% 9
2024
Q3 		$865M Sell
1,305,633
-27,650
-2% -$15.6M 2.91% 7
2024
Q2 		$738M Sell
1,333,283
-78,217
-6% -$38.3M 2.82% 8
2024
Q1 		$695M Buy
1,411,500
+268,363
+23% +$136M 2.67% 8
2023
Q4 		$716M Buy
1,143,137
+48,107
+4% +$25.7M 3.03% 6
2023
Q3 		$552M Buy
1,095,030
+64,754
+6% +$31.9M 3.22% 6
2023
Q2 		$495M Sell
1,030,276
-24,991
-2% -$12.2M 2.94% 6
2023
Q1 		$499M Buy
1,055,267
+74,463
+8% +$35.9M 3.17% 5
2022
Q4 		$520M Buy
980,804
+137,467
+16% +$72.8M 3.55% 3
2022
Q3 		$426M Sell
843,337
-22,147
-3% -$11.6M 3.24% 5
2022
Q2 		$445M Buy
865,484
+233,375
+37% +$117M 3.14% 5
2022
Q1 		$322M Buy
632,109
+17,074
+3% +$8.23M 1.93% 13
2021
Q4 		$309M Buy
615,035
+92,596
+18% +$41.9M 1.65% 15
2021
Q3 		$204M Buy
522,439
+106,601
+26% +$44.2M 1.27% 19
2021
Q2 		$167M Buy
415,838
+91,756
+28% +$36.6M 1.06% 25
2021
Q1 		$121M Buy
324,082
+286,475
+762% +$99.3M 0.9% 30
2020
Q4 		$13.2M Buy
37,607
+1,101
+3% +$369K 0.11% 124
2020
Q3 		$11.4M Buy
36,506
+11,084
+44% +$3.4M 0.11% 115
2020
Q2 		$6.36M Buy
25,422
+3,265
+15% +$936K 0.07% 132
2020
Q1 		$5.53M Buy
+22,157
New +$6.1M 0.13% 98

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

Bank Julius Baer & Co's UNH Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its UnitedHealth (UNH) stake by 89% in Q1 2026, selling an estimated $97.2M and leaving 40,820 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #175.

Bank Julius Baer & Co first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $865M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bank Julius Baer & Co held 40,820 shares of UnitedHealth worth $11M as of Q1 2026.
  • Bank Julius Baer & Co sold 326,379 UnitedHealth shares in Q1 2026, an estimated $97.2M.
  • UnitedHealth made up 0.03% of Bank Julius Baer & Co's portfolio in Q1 2026, its #175 holding.
  • Bank Julius Baer & Co first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's UnitedHealth position peaked at $865M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.