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Bay Colony Advisors’s UnitedHealth UNH Stock Holding History

Bay Colony Advisors’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 		$684K Sell
1,646
-3,037
-65% -$1.13M 0.08% 207
2026
Q1 		$1.27M Sell
4,683
-588
-11% -$175K 0.15% 132
2025
Q4 		$1.74M Buy
5,271
+25
+0.5% +$8.47K 0.21% 98
2025
Q3 		$1.81M Buy
5,246
+148
+3% +$44.8K 0.21% 102
2025
Q2 		$1.59M Buy
5,098
+1,505
+42% +$575K 0.22% 92
2025
Q1 		$1.85M Sell
3,593
-1,599
-31% -$817K 0.28% 79
2024
Q4 		$2.63M Sell
5,192
-280
-5% -$159K 0.39% 53
2024
Q3 		$3.2M Buy
5,472
+243
+5% +$137K 0.49% 44
2024
Q2 		$2.66M Buy
5,229
+107
+2% +$52.4K 0.44% 46
2024
Q1 		$2.53M Buy
5,122
+84
+2% +$42.7K 0.45% 45
2023
Q4 		$2.65M Buy
5,038
+288
+6% +$154K 0.52% 43
2023
Q3 		$2.4M Buy
4,750
+1,027
+28% +$505K 0.58% 40
2023
Q2 		$1.79M Buy
3,723
+331
+10% +$162K 0.43% 59
2023
Q1 		$1.59M Sell
3,392
-119
-3% -$57.4K 0.42% 57
2022
Q4 		$1.86M Buy
3,511
+104
+3% +$55.1K 0.49% 50
2022
Q3 		$1.72M Sell
3,407
-12
-0.4% -$6.31K 0.51% 43
2022
Q2 		$1.85M Buy
3,419
+156
+5% +$78.3K 0.47% 47
2022
Q1 		$1.66M Sell
3,263
-3,236
-50% -$1.56M 0.4% 63
2021
Q4 		$3.26M Buy
6,499
+70
+1% +$31.7K 0.93% 13
2021
Q3 		$2.51M Sell
6,429
-774
-11% -$321K 0.82% 23
2021
Q2 		$2.88M Buy
7,203
+193
+3% +$77K 0.96% 12
2021
Q1 		$2.61M Buy
7,010
+5,668
+422% +$1.96M 1% 10
2020
Q4 		$470K Sell
1,342
-490
-27% -$164K 0.25% 126
2020
Q3 		$571K Buy
+1,832
New +$563K 0.35% 86
2020
Q1 		– Sell
-1,278
Closed -$384K – 246
2019
Q4 		$384K Sell
1,278
-816
-39% -$213K 0.25% 139
2019
Q3 		$455K Buy
2,094
+666
+47% +$161K 0.31% 118
2019
Q2 		$348K Buy
+1,428
New +$343K 0.22% 125
2018
Q3 		– Sell
-333
Closed -$82K – 845
2018
Q2 		$82K Buy
+333
New +$80K 0.06% 286

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bay Colony Advisors's UNH Position: Q2 2026 in Review

Bay Colony Advisors reduced its UnitedHealth (UNH) stake by 65% in Q2 2026, selling an estimated $1.13M and leaving 1,646 shares worth $684K. The position accounts for 0.08% of the portfolio, ranked #207.

Bay Colony Advisors first reported a position in UNH in Q2 2018 and has held it in 28 quarters since. The position peaked at $3.26M in Q4 2021. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bay Colony Advisors held 1,646 shares of UnitedHealth worth $684K as of Q2 2026.
  • Bay Colony Advisors sold 3,037 UnitedHealth shares in Q2 2026, an estimated $1.13M.
  • UnitedHealth made up 0.08% of Bay Colony Advisors's portfolio in Q2 2026, its #207 holding.
  • Bay Colony Advisors first reported a position in UnitedHealth in Q2 2018 and has held it in 28 quarters since.
  • Bay Colony Advisors's UnitedHealth position peaked at $3.26M in Q4 2021.
  • 1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.