BFS
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Bare Financial Services’s UnitedHealth UNH Stock Holding History

Bare 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
2026
Q2 		$10.4K Buy
25
+1
+4% +$371 ﹤0.01% 572
2026
Q1 		$6.49K Buy
24
+5
+26% +$1.49K ﹤0.01% 531
2025
Q4 		$6.27K Buy
19
+10
+111% +$3.39K ﹤0.01% 445
2025
Q3 		$3.11K Hold
9
– – ﹤0.01% 697
2025
Q2 		$2.81K Buy
+9
New +$3.44K ﹤0.01% 689

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bare Financial Services's UNH Position: Q2 2026 in Review

Bare Financial Services increased its UnitedHealth (UNH) stake by 4.2% in Q2 2026, buying an estimated $371 and bringing the position to 25 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Bare Financial Services first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 1,690 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bare Financial Services held 25 shares of UnitedHealth worth $10.4K as of Q2 2026.
  • Bare Financial Services bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #572 holding.
  • Bare Financial Services first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 1,690 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.