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Bell Investment Advisors’s UnitedHealth UNH Stock Holding History

Bell Investment 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 		$146K Buy
351
+105
+43% +$38.9K 0.02% 153
2026
Q1 		$66.6K Buy
246
+31
+14% +$9.23K 0.01% 214
2025
Q4 		$71K Sell
215
-133
-38% -$45.1K 0.01% 200
2025
Q3 		$120K Sell
348
-90
-21% -$27.2K 0.02% 149
2025
Q2 		$137K Sell
438
-34
-7% -$13K 0.02% 141
2025
Q1 		$247K Sell
472
-26
-5% -$13.3K 0.05% 97
2024
Q4 		$252K Buy
498
+13
+3% +$7.39K 0.05% 97
2024
Q3 		$284K Buy
485
+28
+6% +$15.8K 0.05% 93
2024
Q2 		$233K Sell
457
-47
-9% -$23K 0.05% 97
2024
Q1 		$249K Sell
504
-21
-4% -$10.7K 0.05% 89
2023
Q4 		$276K Buy
525
+24
+5% +$12.8K 0.06% 85
2023
Q3 		$253K Buy
501
+4
+0.8% +$1.97K 0.06% 83
2023
Q2 		$239K Sell
497
-33
-6% -$16.1K 0.05% 79
2023
Q1 		$250K Sell
530
-64
-11% -$30.9K 0.06% 75
2022
Q4 		$315K Buy
594
+113
+23% +$59.9K 0.08% 64
2022
Q3 		$243K Buy
481
+68
+16% +$35.8K 0.08% 60
2022
Q2 		$212K Buy
+413
New +$207K 0.07% 64
2021
Q4 		$218K Buy
434
+31
+8% +$14K 0.06% 73
2021
Q3 		$157K Buy
+403
New +$167K 0.05% 80

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 $3.38T AUM 44.17% 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 Investment Advisors's UNH Position: Q2 2026 in Review

Bell Investment Advisors increased its UnitedHealth (UNH) stake by 43% in Q2 2026, buying an estimated $38.9K and bringing the position to 351 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #153.

Bell Investment Advisors first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $315K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bell Investment Advisors held 351 shares of UnitedHealth worth $146K as of Q2 2026.
  • Bell Investment Advisors bought 105 UnitedHealth shares in Q2 2026, an estimated $38.9K.
  • UnitedHealth made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Bell Investment Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's UnitedHealth position peaked at $315K in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.