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Bell Bank’s UnitedHealth UNH Stock Holding History

Bell Bank’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 		$849K Buy
2,043
+77
+4% +$28.5K 0.03% 113
2026
Q1 		$532K Sell
1,966
-1,179
-37% -$351K 0.02% 122
2025
Q4 		$1.04M Sell
3,145
-458
-13% -$155K 0.04% 96
2025
Q3 		$1.24M Sell
3,603
-151
-4% -$45.7K 0.05% 96
2025
Q2 		$1.17M Buy
3,754
+641
+21% +$245K 0.05% 95
2025
Q1 		$1.63M Sell
3,113
-4,211
-57% -$2.15M 0.09% 77
2024
Q4 		$3.7M Buy
7,324
+142
+2% +$80.7K 0.28% 53
2024
Q3 		$4.2M Sell
7,182
-17
-0.2% -$9.62K 0.5% 48
2024
Q2 		$3.67M Buy
7,199
+210
+3% +$103K 0.31% 49
2024
Q1 		$3.46M Buy
6,989
+916
+15% +$466K 0.3% 50
2023
Q4 		$3.2M Buy
6,073
+143
+2% +$76.3K 0.31% 46
2023
Q3 		$2.99M Buy
5,930
+228
+4% +$112K 0.33% 47
2023
Q2 		$2.74M Buy
5,702
+793
+16% +$388K 0.29% 48
2023
Q1 		$2.32M Sell
4,909
-127
-3% -$61.3K 0.25% 50
2022
Q4 		$2.67M Sell
5,036
-90
-2% -$47.7K 0.31% 49
2022
Q3 		$2.59M Sell
5,126
-361
-7% -$190K 0.33% 49
2022
Q2 		$2.82M Buy
5,487
+878
+19% +$441K 0.34% 48
2022
Q1 		$2.35M Buy
4,609
+246
+6% +$119K 0.26% 55
2021
Q4 		$2.19M Buy
4,363
+163
+4% +$73.8K 0.25% 58
2021
Q3 		$1.64M Buy
4,200
+166
+4% +$68.8K 0.2% 64
2021
Q2 		$1.61M Buy
4,034
+26
+0.6% +$10.4K 0.21% 63
2021
Q1 		$1.49M Buy
4,008
+52
+1% +$18K 0.21% 65
2020
Q4 		$1.39M Buy
3,956
+60
+2% +$20.1K 0.21% 65
2020
Q3 		$1.22M Buy
3,896
+45
+1% +$13.8K 0.21% 65
2020
Q2 		$1.14M Sell
3,851
-47
-1% -$13.5K 0.21% 64
2020
Q1 		$972K Sell
3,898
-26
-0.7% -$7.16K 0.21% 58
2019
Q4 		$1.15M Buy
3,924
+207
+6% +$54.2K 0.21% 58
2019
Q3 		$808K Buy
3,717
+418
+13% +$101K 0.15% 76
2019
Q2 		$805K Buy
3,299
+9
+0.3% +$2.17K 0.18% 70
2019
Q1 		$813K Sell
3,290
-239
-7% -$61K 0.22% 66
2018
Q4 		$879K Buy
3,529
+167
+5% +$44.1K 0.27% 56
2018
Q3 		$894K Buy
3,362
+254
+8% +$66.1K 0.27% 66
2018
Q2 		$763K Buy
3,108
+767
+33% +$184K 0.24% 67
2018
Q1 		$501K Buy
2,341
+137
+6% +$31.3K 0.16% 86
2017
Q4 		$486K Sell
2,204
-7
-0.3% -$1.48K 0.14% 77
2017
Q3 		$433K Sell
2,211
-125
-5% -$24.1K 0.13% 82
2017
Q2 		$433K Sell
2,336
-56
-2% -$9.82K 0.15% 83
2017
Q1 		$392K Buy
2,392
+100
+4% +$16.4K 0.15% 86
2016
Q4 		$367K Buy
2,292
+47
+2% +$7.02K 0.14% 79
2016
Q3 		$314K Buy
2,245
+80
+4% +$11.2K 0.2% 86
2016
Q2 		$306K Buy
2,165
+327
+18% +$43.6K 0.18% 94
2016
Q1 		$237K Buy
+1,838
New +$217K 0.15% 102

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Bell Bank's UNH Position: Q2 2026 in Review

Bell Bank increased its UnitedHealth (UNH) stake by 3.9% in Q2 2026, buying an estimated $28.5K and bringing the position to 2,043 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #113.

Bell Bank first reported a position in UNH in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.2M in Q3 2024. 705 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bell Bank held 2,043 shares of UnitedHealth worth $849K as of Q2 2026.
  • Bell Bank bought 77 UnitedHealth shares in Q2 2026, an estimated $28.5K.
  • UnitedHealth made up 0.03% of Bell Bank's portfolio in Q2 2026, its #113 holding.
  • Bell Bank first reported a position in UnitedHealth in Q1 2016 and has held it in 42 quarters since.
  • Bell Bank's UnitedHealth position peaked at $4.2M in Q3 2024.
  • 705 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.