Bedel Financial Consulting’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $414K | Sell |
996
-35
| -3% | -$13K | 0.04% | 198 |
|
|
2026
Q1 | $279K | Sell |
1,031
-68
| -6% | -$20.3K | 0.03% | 236 |
|
|
2025
Q4 | $363K | Sell |
1,099
-40
| -4% | -$13.6K | 0.04% | 196 |
|
|
2025
Q3 | $393K | Buy |
1,139
+67
| +6% | +$20.3K | 0.05% | 188 |
|
|
2025
Q2 | $335K | Sell |
1,072
-619
| -37% | -$237K | 0.05% | 203 |
|
|
2025
Q1 | $667K | Buy |
1,691
+626
| +59% | +$320K | 0.1% | 115 |
|
|
2024
Q4 | $575K | Hold |
1,065
| – | – | 0.08% | 136 |
|
|
2024
Q3 | $623K | Sell |
1,065
-43
| -4% | -$24.3K | 0.09% | 127 |
|
|
2024
Q2 | $564K | Buy |
1,108
+92
| +9% | +$45.1K | 0.08% | 124 |
|
|
2024
Q1 | $503K | Hold |
1,016
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $535K | Buy |
1,016
+16
| +2% | +$8.53K | 0.1% | 123 |
|
|
2023
Q3 | $504K | Hold |
1,000
| – | – | 0.1% | 122 |
|
|
2023
Q2 | $481K | Buy |
1,000
+17
| +2% | +$8.31K | 0.1% | 123 |
|
|
2023
Q1 | $465K | Sell |
983
-3
| -0.3% | -$1.45K | 0.11% | 119 |
|
|
2022
Q4 | $523K | Sell |
986
-18
| -2% | -$9.54K | 0.13% | 103 |
|
|
2022
Q3 | $547K | Sell |
1,004
-80
| -7% | -$42.1K | 0.15% | 95 |
|
|
2022
Q2 | $557K | Buy |
1,084
+83
| +8% | +$41.7K | 0.16% | 86 |
|
|
2022
Q1 | $510K | Sell |
1,001
-26
| -3% | -$12.5K | 0.16% | 90 |
|
|
2021
Q4 | $516K | Buy |
1,027
+26
| +3% | +$11.8K | 0.16% | 94 |
|
|
2021
Q3 | $391K | Buy |
1,001
+17
| +2% | +$7.04K | 0.13% | 117 |
|
|
2021
Q2 | $394K | Buy |
984
+88
| +10% | +$35.1K | 0.14% | 113 |
|
|
2021
Q1 | $333K | Buy |
896
+12
| +1% | +$4.16K | 0.13% | 121 |
|
|
2020
Q4 | $310K | Hold |
884
| – | – | 0.14% | 107 |
|
|
2020
Q3 | $276K | Buy |
884
+7
| +0.8% | +$2.15K | 0.14% | 106 |
|
|
2020
Q2 | $259K | Hold |
877
| – | – | 0.14% | 104 |
|
|
2020
Q1 | $219K | Hold |
877
| – | – | 0.14% | 109 |
|
|
2019
Q4 | $258K | Hold |
877
| – | – | 0.15% | 113 |
|
|
2019
Q3 | $191K | Hold |
877
| – | – | 0.12% | 144 |
|
|
2019
Q2 | $214K | Hold |
877
| – | – | 0.13% | 126 |
|
|
2019
Q1 | $217K | Buy |
877
+20
| +2% | +$5.1K | 0.14% | 119 |
|
|
2018
Q4 | $213K | Hold |
857
| – | – | 0.15% | 115 |
|
|
2018
Q3 | $233K | Buy |
857
+20
| +2% | +$5.2K | 0.16% | 118 |
|
|
2018
Q2 | $205K | Buy |
837
+9
| +1% | +$2.16K | 0.15% | 132 |
|
|
2018
Q1 | $177K | Buy |
+828
| New | +$189K | 0.13% | 146 |
|
Other funds holding UNH
VAM
Bedel Financial Consulting's UNH Position: Q2 2026 in Review
Bedel Financial Consulting reduced its UnitedHealth (UNH) stake by 3.4% in Q2 2026, selling an estimated $13K and leaving 996 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #198.
Bedel Financial Consulting first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. The position peaked at $667K in Q1 2025. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Bedel Financial Consulting held 996 shares of UnitedHealth worth $414K as of Q2 2026.
- Bedel Financial Consulting sold 35 UnitedHealth shares in Q2 2026, an estimated $13K.
- UnitedHealth made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #198 holding.
- Bedel Financial Consulting first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
- Bedel Financial Consulting's UnitedHealth position peaked at $667K in Q1 2025.
- 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.