Bard Associates’s UnitedHealth UNH Stock Holding History

Bard Associates’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	$10.4K	Buy	25 +15	+150%	+$5.56K	﹤0.01%	226
2026 Q1	$2.71K	Buy	+10	New	+$2.98K	﹤0.01%	262

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

Bard Associates's UNH Position: Q2 2026 in Review

Bard Associates increased its UnitedHealth (UNH) stake by 150% in Q2 2026, buying an estimated $5.56K and bringing the position to 25 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Bard Associates first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bard Associates held 25 shares of UnitedHealth worth $10.4K as of Q2 2026.
Bard Associates bought 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
UnitedHealth made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #226 holding.
Bard Associates first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.