Bellecapital’s UnitedHealth UNH Stock Holding History

Bellecapital’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	–	Sell	-17,337	Closed	-$5.72M	–	148
2025 Q4	$5.72M	Buy	17,337 +889	+5%	+$301K	1.02%	29
2025 Q3	$5.68M	Buy	16,448 +37	+0.2%	+$11.2K	0.92%	32
2025 Q2	$5.12M	Sell	16,411 -188	-1%	-$71.9K	0.91%	31
2025 Q1	$8.69M	Buy	16,599 +372	+2%	+$190K	1.72%	22
2024 Q4	$8.21M	Buy	16,227 +1,630	+11%	+$926K	1.45%	24
2024 Q3	$8.53M	Sell	14,597 -294	-2%	-$166K	1.69%	21
2024 Q2	$7.58M	Buy	14,891 +536	+4%	+$263K	1.61%	22
2024 Q1	$7.1M	Buy	14,355 +532	+4%	+$270K	1.57%	22
2023 Q4	$7.28M	Buy	13,823 +193	+1%	+$103K	1.65%	23
2023 Q3	$6.87M	Buy	13,630 +273	+2%	+$134K	1.72%	19
2023 Q2	$6.42M	Buy	13,357 +1,077	+9%	+$527K	1.55%	22
2023 Q1	$5.8M	Buy	12,280 +664	+6%	+$320K	1.44%	21
2022 Q4	$6.16M	Buy	11,616 +2	+0%	+$1.06K	1.73%	18
2022 Q3	$5.87M	Buy	11,614 +858	+8%	+$451K	1.79%	16
2022 Q2	$5.53M	Buy	+10,756	New	+$5.4M	1.54%	19

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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