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Bedell Frazier Investment Counselling’s UnitedHealth UNH Stock Holding History

Bedell Frazier Investment Counselling’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
2025
Q3 		– Sell
-8,153
Closed -$2.54M – 137
2025
Q2 		$2.54M Sell
8,153
-6,355
-44% -$2.43M 0.64% 45
2025
Q1 		$7.6M Sell
14,508
-1,212
-8% -$620K 1.93% 16
2024
Q4 		$7.95M Sell
15,720
-573
-4% -$326K 1.97% 16
2024
Q3 		$9.53M Buy
16,293
+62
+0.4% +$35.1K 2.28% 12
2024
Q2 		$8.27M Buy
16,231
+2,004
+14% +$982K 1.99% 14
2024
Q1 		$7.04M Buy
14,227
+247
+2% +$126K 1.76% 19
2023
Q4 		$7.36M Sell
13,980
-228
-2% -$122K 2.02% 15
2023
Q3 		$7.16M Buy
14,208
+3,306
+30% +$1.63M 2.14% 16
2023
Q2 		$5.24M Buy
10,902
+10,397
+2,059% +$5.08M 1.53% 25
2023
Q1 		$239K Sell
505
-45
-8% -$21.7K 0.07% 87
2022
Q4 		$292K Buy
550
+7
+1% +$3.71K 0.08% 92
2022
Q3 		$274K Buy
+543
New +$286K 0.08% 84

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bedell Frazier Investment Counselling's UNH Position: Q3 2025 in Review

Bedell Frazier Investment Counselling sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 8,153 shares — an estimated $2.54M sold.

Bedell Frazier Investment Counselling first reported a position in UNH in Q3 2022 and held it in 12 quarters. The position peaked at $9.53M in Q3 2024. 3,162 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Bedell Frazier Investment Counselling reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 8,153 UnitedHealth shares in Q3 2025, an estimated $2.54M.
  • Bedell Frazier Investment Counselling first reported a position in UnitedHealth in Q3 2022 and held it in 12 quarters.
  • Bedell Frazier Investment Counselling's UnitedHealth position peaked at $9.53M in Q3 2024.
  • 3,162 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q3 2025, filed 12 Nov 2025.