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Bell & Brown Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bell & Brown Wealth Advisors’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
Q1 		$3.72M Buy
13,764
+12,009
+684% +$3.58M 1.21% 33
2025
Q4 		$579K Buy
+1,755
New +$595K 0.19% 59

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bell & Brown Wealth Advisors's UNH Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its UnitedHealth (UNH) stake by 684% in Q1 2026, buying an estimated $3.58M and bringing the position to 13,764 shares worth $3.72M. The position accounts for 1.21% of the portfolio, ranked #33.

Bell & Brown Wealth Advisors first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bell & Brown Wealth Advisors held 13,764 shares of UnitedHealth worth $3.72M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 12,009 UnitedHealth shares in Q1 2026, an estimated $3.58M.
  • UnitedHealth made up 1.21% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Bell & Brown Wealth Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.