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Bay Harbor Wealth Management’s UnitedHealth UNH Stock Holding History

Bay Harbor Wealth Management’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 		$40.7K Buy
98
+70
+250% +$25.9K 0.01% 156
2026
Q1 		$7.58K Buy
28
+7
+33% +$2.08K ﹤0.01% 275
2025
Q4 		$6.93K Buy
21
+13
+163% +$4.41K ﹤0.01% 224
2025
Q3 		$2.76K Sell
8
-181
-96% -$54.7K ﹤0.01% 309
2025
Q2 		$59K Buy
189
+17
+10% +$6.5K 0.02% 107
2025
Q1 		$90.1K Buy
172
+10
+6% +$5.11K 0.03% 75
2024
Q4 		$81.9K Buy
162
+8
+5% +$4.54K 0.03% 80
2024
Q3 		$90K Sell
154
-7
-4% -$3.96K 0.03% 70
2024
Q2 		$82K Hold
161
– – 0.03% 78
2024
Q1 		$79.6K Hold
161
– – 0.03% 80
2023
Q4 		$84.8K Buy
161
+5
+3% +$2.67K 0.03% 67
2023
Q3 		$78.7K Buy
156
+3
+2% +$1.48K 0.03% 60
2023
Q2 		$73.5K Sell
153
-12
-7% -$5.87K 0.03% 69
2023
Q1 		$78K Hold
165
– – 0.03% 68
2022
Q4 		$87K Buy
165
+7
+4% +$3.71K 0.04% 59
2022
Q3 		$80K Sell
158
-11
-7% -$5.78K 0.04% 54
2022
Q2 		$87K Hold
169
– – 0.04% 54
2022
Q1 		$86K Buy
+169
New +$81.5K 0.03% 70
2021
Q1 		– Sell
-199
Closed -$70K – 415
2020
Q4 		$70K Buy
199
+1
+0.5% +$335 0.03% 126
2020
Q3 		$62K Buy
198
+14
+8% +$4.3K 0.03% 139
2020
Q2 		$54K Buy
184
+30
+19% +$8.6K 0.03% 144
2020
Q1 		$38K Buy
154
+15
+11% +$4.13K 0.02% 153
2019
Q4 		$41K Sell
139
-15
-10% -$3.92K 0.02% 171
2019
Q3 		$34K Sell
154
-10
-6% -$2.41K 0.02% 183
2019
Q2 		$40K Sell
164
-77
-32% -$18.5K 0.02% 181
2019
Q1 		$60K Sell
241
-78
-24% -$19.9K 0.04% 145
2018
Q4 		$79K Buy
+319
New +$84.3K 0.06% 128

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bay Harbor Wealth Management's UNH Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its UnitedHealth (UNH) stake by 250% in Q2 2026, buying an estimated $25.9K and bringing the position to 98 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #156.

Bay Harbor Wealth Management first reported a position in UNH in Q4 2018 and has held it in 27 quarters since. The position peaked at $90.1K in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bay Harbor Wealth Management held 98 shares of UnitedHealth worth $40.7K as of Q2 2026.
  • Bay Harbor Wealth Management bought 70 UnitedHealth shares in Q2 2026, an estimated $25.9K.
  • UnitedHealth made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Bay Harbor Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 27 quarters since.
  • Bay Harbor Wealth Management's UnitedHealth position peaked at $90.1K in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.