BIA
UNH icon

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
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 $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 Investment Advisors's UNH Position: Q1 2026 in Review

Bell Investment Advisors increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $9.23K and bringing the position to 246 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #214.

Bell Investment Advisors first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. The position peaked at $315K in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bell Investment Advisors held 246 shares of UnitedHealth worth $66.6K as of Q1 2026.
  • Bell Investment Advisors bought 31 UnitedHealth shares in Q1 2026, an estimated $9.23K.
  • UnitedHealth made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #214 holding.
  • Bell Investment Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's UnitedHealth position peaked at $315K in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.