BDFS Capital’s UnitedHealth UNH Stock Holding History

BDFS Capital’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	–	Sell	-1,739	Closed	-$471K	–	147
2026 Q1	$471K	Buy	1,739 +141	+9%	+$42K	0.23%	83
2025 Q4	$527K	Buy	+1,598	New	+$542K	0.27%	72

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BDFS Capital's UNH Position: Q2 2026 in Review

BDFS Capital sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,739 shares — an estimated $471K sold.

BDFS Capital first reported a position in UNH in Q4 2025 and held it in 2 quarters. The position peaked at $527K in Q4 2025. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BDFS Capital reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
BDFS Capital sold 1,739 UnitedHealth shares in Q2 2026, an estimated $471K.
BDFS Capital first reported a position in UnitedHealth in Q4 2025 and held it in 2 quarters.
BDFS Capital's UnitedHealth position peaked at $527K in Q4 2025.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.