Bellevue Asset Management’s UnitedHealth UNH Stock Holding History

Bellevue Asset Management’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	$12.9K	Buy	31 +9	+41%	+$3.34K	0.01%	273
2026 Q1	$5.95K	Hold	22	–	–	﹤0.01%	313
2025 Q4	$7.26K	Hold	22	–	–	﹤0.01%	306
2025 Q3	$7.6K	Hold	22	–	–	﹤0.01%	310
2025 Q2	$6.86K	Sell	22 -100	-82%	-$38.2K	﹤0.01%	310
2025 Q1	$63.9K	Hold	122	–	–	0.03%	132
2024 Q4	$61.7K	Hold	122	–	–	0.03%	136
2024 Q3	$71.3K	Hold	122	–	–	0.04%	126
2024 Q2	$62.1K	Hold	122	–	–	0.03%	128
2024 Q1	$60.4K	Hold	122	–	–	0.03%	130
2023 Q4	$64.2K	Hold	122	–	–	0.06%	124
2023 Q3	$61.5K	Hold	122	–	–	0.04%	116
2023 Q2	$58.6K	Hold	122	–	–	0.04%	130
2023 Q1	$57.7K	Hold	122	–	–	0.04%	132
2022 Q4	$64.2K	Hold	122	–	–	0.05%	128
2022 Q3	$62K	Hold	122	–	–	0.05%	132
2022 Q2	$63K	Hold	122	–	–	0.05%	135
2022 Q1	$63K	Hold	122	–	–	0.04%	149
2021 Q4	$61K	Sell	122 -100	-45%	-$45.3K	0.04%	159
2021 Q3	$88K	Hold	222	–	–	0.05%	126
2021 Q2	$89K	Hold	222	–	–	0.05%	132
2021 Q1	$83K	Hold	222	–	–	0.05%	135
2020 Q4	$77K	Hold	222	–	–	0.05%	137
2020 Q3	$69K	Hold	222	–	–	0.05%	130
2020 Q2	$65K	Hold	222	–	–	0.07%	138
2020 Q1	$65K	Buy	222 +22	+11%	+$6.05K	0.07%	136
2019 Q4	$59K	Buy	+200	New	+$52.3K	0.05%	134

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bellevue Asset Management's UNH Position: Q2 2026 in Review

Bellevue Asset Management increased its UnitedHealth (UNH) stake by 41% in Q2 2026, buying an estimated $3.34K and bringing the position to 31 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #273.

Bellevue Asset Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $89K in Q2 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bellevue Asset Management held 31 shares of UnitedHealth worth $12.9K as of Q2 2026.
Bellevue Asset Management bought 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
UnitedHealth made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #273 holding.
Bellevue Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's UnitedHealth position peaked at $89K in Q2 2021.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.