BDF Gestion’s UnitedHealth UNH Stock Holding History

BDF Gestion’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 Q3	$6.27M	Buy	17,089 +2,646	+18%	+$1.07M	0.85%	21
2026 Q2	$1.31M	Sell	14,443 -1,624	-10%	-$602K	0.17%	130
2026 Q1	$4.35M	Hold	16,067	–	–	0.58%	36
2025 Q4	$5.3M	Sell	16,067 -1,071	-6%	-$363K	0.65%	28
2025 Q3	$5.92M	Sell	17,138 -3,565	-17%	-$1.08M	0.7%	26
2025 Q2	$6.46M	Sell	20,703 -13,267	-39%	-$5.07M	0.72%	29
2025 Q1	$17.8M	Buy	33,970 +3,920	+13%	+$2M	1.94%	8
2024 Q4	$15.2M	Buy	30,050 +2,002	+7%	+$1.14M	1.56%	11
2024 Q3	$4.27M	Hold	28,048	–	–	0.46%	58
2024 Q2	$14.3M	Buy	+28,048	New	+$13.7M	1.37%	9

Other funds holding UNH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BDF Gestion's UNH Position: Q3 2026 in Review

BDF Gestion increased its UnitedHealth (UNH) stake by 18% in Q3 2026, buying an estimated $1.07M and bringing the position to 17,089 shares worth $6.27M. The position accounts for 0.85% of the portfolio, ranked #21.

BDF Gestion first reported a position in UNH in Q2 2024 and has held it in 10 quarters since. The position peaked at $17.8M in Q1 2025. 2,070 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

BDF Gestion held 17,089 shares of UnitedHealth worth $6.27M as of Q3 2026.
BDF Gestion bought 2,646 UnitedHealth shares in Q3 2026, an estimated $1.07M.
UnitedHealth made up 0.85% of BDF Gestion's portfolio in Q3 2026, its #21 holding.
BDF Gestion first reported a position in UnitedHealth in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's UnitedHealth position peaked at $17.8M in Q1 2025.
2,070 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.