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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 – 147
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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bellecapital's UNH Position: Q1 2026 in Review

Bellecapital sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 17,337 shares — an estimated $5.72M sold.

Bellecapital first reported a position in UNH in Q2 2022 and held it in 15 quarters. The position peaked at $8.69M in Q1 2025. 3,045 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bellecapital reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Bellecapital sold 17,337 UnitedHealth shares in Q1 2026, an estimated $5.72M.
  • Bellecapital first reported a position in UnitedHealth in Q2 2022 and held it in 15 quarters.
  • Bellecapital's UnitedHealth position peaked at $8.69M in Q1 2025.
  • 3,045 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bellecapital's 13F filing for Q1 2026, filed 17 Apr 2026.