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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
Q2 		$6.07M Buy
14,604
+840
+6% +$311K 1.84% 19
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bell & Brown Wealth Advisors's UNH Position: Q2 2026 in Review

Bell & Brown Wealth Advisors increased its UnitedHealth (UNH) stake by 6.1% in Q2 2026, buying an estimated $311K and bringing the position to 14,604 shares worth $6.07M. The position accounts for 1.84% of the portfolio, ranked #19.

Bell & Brown Wealth Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bell & Brown Wealth Advisors held 14,604 shares of UnitedHealth worth $6.07M as of Q2 2026.
  • Bell & Brown Wealth Advisors bought 840 UnitedHealth shares in Q2 2026, an estimated $311K.
  • UnitedHealth made up 1.84% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Bell & Brown Wealth Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.