Bard Financial Services’s UnitedHealth UNH Stock Holding History

Bard Financial Services’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
2025 Q2	–	Sell	-1,245	Closed	-$652K	–	210
2025 Q1	$652K	Sell	1,245 -765	-38%	-$391K	0.08%	135
2024 Q4	$1.02M	Hold	2,010	–	–	0.12%	113
2024 Q3	$1.18M	Sell	2,010 -50	-2%	-$28.3K	0.14%	109
2024 Q2	$1.05M	Hold	2,060	–	–	0.11%	118
2024 Q1	$1.02M	Sell	2,060 -25	-1%	-$12.7K	0.11%	117
2023 Q4	$1.1M	Sell	2,085 -250	-11%	-$133K	0.12%	111
2023 Q3	$1.18M	Sell	2,335 -125	-5%	-$61.5K	0.15%	106
2023 Q2	$1.18M	Hold	2,460	–	–	0.09%	155
2023 Q1	$1.16M	Hold	2,460	–	–	0.09%	155
2022 Q4	$1.3M	Sell	2,460 -150	-6%	-$79.5K	0.11%	140
2022 Q3	$1.32M	Hold	2,610	–	–	0.12%	132
2022 Q2	$1.34M	Hold	2,610	–	–	0.12%	132
2022 Q1	$1.33M	Sell	2,610 -25	-0.9%	-$12.1K	0.11%	130
2021 Q4	$1.32M	Hold	2,635	–	–	0.11%	130
2021 Q3	$1.03M	Sell	2,635 -5	-0.2%	-$2.07K	0.09%	142
2021 Q2	$1.06M	Hold	2,640	–	–	0.09%	141
2021 Q1	$982K	Hold	2,640	–	–	0.1%	138
2020 Q4	$926K	Buy	+2,640	New	+$885K	0.09%	140

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bard Financial Services's UNH Position: Q2 2025 in Review

Bard Financial Services sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,245 shares — an estimated $652K sold.

Bard Financial Services first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $1.34M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Bard Financial Services reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Bard Financial Services sold 1,245 UnitedHealth shares in Q2 2025, an estimated $652K.
Bard Financial Services first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
Bard Financial Services's UnitedHealth position peaked at $1.34M in Q2 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Bard Financial Services's 13F filing for Q2 2025, filed 8 Jul 2025.