Bank of America’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,546,500
| Closed | -$534M | – | 8345 |
|
|
2025
Q3 | $534M | Sell |
1,546,500
-290,200
| -16% | -$87.8M | 0.04% | 420 |
|
|
2025
Q2 | $573M | Buy |
1,836,700
+1,743,300
| +1,866% | +$666M | 0.04% | 377 |
|
|
2025
Q1 | $48.9M | Sell |
93,400
-38,700
| -29% | -$19.8M | ﹤0.01% | 1610 |
|
|
2024
Q4 | $66.8M | Buy |
132,100
+8,800
| +7% | +$5M | 0.01% | 1284 |
|
|
2024
Q3 | $72.1M | Buy |
123,300
+45,700
| +59% | +$25.8M | 0.01% | 1281 |
|
|
2024
Q2 | $39.5M | Sell |
77,600
-89,200
| -53% | -$43.7M | ﹤0.01% | 1628 |
|
|
2024
Q1 | $82.5M | Sell |
166,800
-2,800
| -2% | -$1.42M | 0.01% | 1140 |
|
|
2023
Q4 | $89.3M | Buy |
169,600
+73,500
| +76% | +$39.2M | 0.01% | 1021 |
|
|
2023
Q3 | $48.5M | Buy |
96,100
+7,700
| +9% | +$3.79M | 0.01% | 1305 |
|
|
2023
Q2 | $42.5M | Buy |
88,400
+17,200
| +24% | +$8.41M | ﹤0.01% | 1436 |
|
|
2023
Q1 | $33.6M | Sell |
71,200
-153,200
| -68% | -$73.9M | ﹤0.01% | 1681 |
|
|
2022
Q4 | $119M | Sell |
224,400
-46,100
| -17% | -$24.4M | 0.01% | 801 |
|
|
2022
Q3 | $137M | Buy |
270,500
+92,100
| +52% | +$48.4M | 0.02% | 714 |
|
|
2022
Q2 | $91.6M | Buy |
178,400
+15,700
| +10% | +$7.88M | 0.01% | 924 |
|
|
2022
Q1 | $83M | Sell |
162,700
-109,800
| -40% | -$53M | 0.01% | 1054 |
|
|
2021
Q4 | $137M | Buy |
272,500
+24,500
| +10% | +$11.1M | 0.01% | 846 |
|
|
2021
Q3 | $96.9M | Buy |
248,000
+112,600
| +83% | +$46.6M | 0.01% | 973 |
|
|
2021
Q2 | $54.2M | Buy |
135,400
+48,100
| +55% | +$19.2M | 0.01% | 1311 |
|
|
2021
Q1 | $32.5M | Sell |
87,300
-87,100
| -50% | -$30.2M | ﹤0.01% | 1624 |
|
|
2020
Q4 | $61.2M | Buy |
174,400
+21,900
| +14% | +$7.34M | 0.01% | 1050 |
|
|
2020
Q3 | $47.5M | Buy |
152,500
+8,500
| +6% | +$2.61M | 0.01% | 1112 |
|
|
2020
Q2 | $42.5M | Sell |
144,000
-5,600
| -4% | -$1.6M | 0.01% | 1116 |
|
|
2020
Q1 | $37.3M | Sell |
149,600
-378,400
| -72% | -$104M | 0.01% | 1113 |
|
|
2019
Q4 | $155M | Buy |
528,000
+135,500
| +35% | +$35.5M | 0.02% | 576 |
|
|
2019
Q3 | $85.3M | Buy |
392,500
+121,300
| +45% | +$29.3M | 0.01% | 829 |
|
|
2019
Q2 | $66.2M | Sell |
271,200
-7,100
| -3% | -$1.71M | 0.01% | 948 |
|
|
2019
Q1 | $68.8M | Sell |
278,300
-512,400
| -65% | -$131M | 0.01% | 915 |
|
|
2018
Q4 | $197M | Buy |
790,700
+311,800
| +65% | +$82.4M | 0.03% | 439 |
|
|
2018
Q3 | $127M | Sell |
478,900
-39,800
| -8% | -$10.4M | 0.02% | 628 |
|
|
2018
Q2 | $127M | Buy |
518,700
+175,400
| +51% | +$42.1M | 0.02% | 607 |
|
|
2018
Q1 | $73.5M | Sell |
343,300
-484,000
| -59% | -$111M | 0.01% | 846 |
|
|
2017
Q4 | $182M | Buy |
827,300
+85,100
| +11% | +$18M | 0.03% | 477 |
|
|
2017
Q3 | $145M | Sell |
742,200
-101,200
| -12% | -$19.6M | 0.02% | 594 |
|
|
2017
Q2 | $156M | Buy |
843,400
+118,800
| +16% | +$20.8M | 0.03% | 510 |
|
|
2017
Q1 | $119M | Sell |
724,600
-390,500
| -35% | -$64M | 0.02% | 612 |
|
|
2016
Q4 | $178M | Buy |
1,115,100
+177,300
| +19% | +$26.5M | 0.04% | 435 |
|
|
2016
Q3 | $131M | Buy |
937,800
+461,100
| +97% | +$64.6M | 0.03% | 533 |
|
|
2016
Q2 | $67.3M | Sell |
476,700
-12,600
| -3% | -$1.68M | 0.02% | 818 |
|
|
2016
Q1 | $63.1M | Sell |
489,300
-370,000
| -43% | -$43.8M | 0.02% | 816 |
|
|
2015
Q4 | $101M | Buy |
859,300
+53,200
| +7% | +$6.22M | 0.02% | 643 |
|
|
2015
Q3 | $93.5M | Sell |
806,100
-9,400
| -1% | -$1.13M | 0.02% | 666 |
|
|
2015
Q2 | $99.5M | Buy |
815,500
+207,900
| +34% | +$24.6M | 0.03% | 543 |
|
|
2015
Q1 | $71.9M | Sell |
607,600
-425,700
| -41% | -$47.3M | 0.02% | 649 |
|
|
2014
Q4 | $104M | Buy |
1,033,300
+333,100
| +48% | +$31.6M | 0.04% | 533 |
|
|
2014
Q3 | $60.4M | Buy |
700,200
+239,200
| +52% | +$20.2M | 0.02% | 744 |
|
|
2014
Q2 | $37.7M | Buy |
461,000
+224,900
| +95% | +$17.7M | 0.01% | 982 |
|
|
2014
Q1 | $19.4M | Sell |
236,100
-229,000
| -49% | -$17.2M | 0.01% | 1315 |
|
|
2013
Q4 | $35M | Buy |
465,100
+110,400
| +31% | +$7.93M | 0.01% | 942 |
|
|
2013
Q3 | $25.4M | Sell |
354,700
-125,900
| -26% | -$9.01M | 0.01% | 1105 |
|
|
2013
Q2 | $31.5M | Buy |
+480,600
| New | +$29.9M | 0.01% | 919 |
|
Other funds holding UNH
VCM
VPM
Bank of America's UNH Position: Q1 2026 in Review
Bank of America increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $625M and bringing the position to 11,713,684 shares worth $3.17B. The position accounts for 0.23% of the portfolio, ranked #87.
Bank of America first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.01B in Q3 2023. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Bank of America held 11,713,684 shares of UnitedHealth worth $3.17B as of Q1 2026.
- Bank of America bought 2,097,859 UnitedHealth shares in Q1 2026, an estimated $625M.
- UnitedHealth made up 0.23% of Bank of America's portfolio in Q1 2026, its #87 holding.
- Bank of America first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Bank of America's UnitedHealth position peaked at $6.01B in Q3 2023.
- 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.