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UNH icon

Bellevue Group’s UnitedHealth UNH Stock Holding History

Bellevue Group’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 		$40.1M Sell
148,203
-26,966
-15% -$8.03M 0.95% 32
2025
Q4 		$57.8M Buy
175,169
+5,112
+3% +$1.73M 1.1% 24
2025
Q3 		$58.7M Buy
170,057
+27,761
+20% +$8.4M 1.22% 22
2025
Q2 		$44.4M Sell
142,296
-22,446
-14% -$8.58M 0.98% 25
2025
Q1 		$86.3M Buy
164,742
+5,029
+3% +$2.57M 1.93% 13
2024
Q4 		$80.8M Sell
159,713
-65,837
-29% -$37.4M 1.56% 19
2024
Q3 		$132M Buy
225,550
+19,875
+10% +$11.2M 2.14% 14
2024
Q2 		$105M Buy
205,675
+56,956
+38% +$27.9M 1.7% 18
2024
Q1 		$73.6M Buy
148,719
+10,567
+8% +$5.37M 1.12% 24
2023
Q4 		$72.7M Sell
138,152
-120,053
-46% -$64M 1.11% 26
2023
Q3 		$130M Buy
258,205
+48,078
+23% +$23.7M 2.1% 13
2023
Q2 		$101M Buy
210,127
+15,316
+8% +$7.49M 1.44% 20
2023
Q1 		$92.1M Sell
194,811
-29,483
-13% -$14.2M 1.34% 19
2022
Q4 		$119M Sell
224,294
-72,460
-24% -$38.4M 1.58% 16
2022
Q3 		$150M Sell
296,754
-5,290
-2% -$2.78M 2.15% 12
2022
Q2 		$155M Sell
302,044
-3,657
-1% -$1.84M 2.19% 10
2022
Q1 		$156M Sell
305,701
-6,580
-2% -$3.17M 1.81% 13
2021
Q4 		$157M Sell
312,281
-25,701
-8% -$11.6M 1.62% 15
2021
Q3 		$132M Sell
337,982
-5,069
-1% -$2.1M 1.34% 20
2021
Q2 		$137M Sell
343,051
-14,330
-4% -$5.71M 1.34% 19
2021
Q1 		$133M Buy
357,381
+51,336
+17% +$17.8M 1.41% 19
2020
Q4 		$107M Sell
306,045
-18,008
-6% -$6.04M 1.23% 27
2020
Q3 		$101M Buy
324,053
+17,417
+6% +$5.35M 1.4% 16
2020
Q2 		$90.4M Sell
306,636
-9,572
-3% -$2.74M 1.28% 20
2020
Q1 		$78.9M Buy
316,208
+40,998
+15% +$11.3M 1.53% 17
2019
Q4 		$80.9M Buy
275,210
+36,498
+15% +$9.55M 1.28% 23
2019
Q3 		$51.9M Buy
238,712
+44,318
+23% +$10.7M 0.96% 30
2019
Q2 		$47.4M Buy
194,394
+61,557
+46% +$14.8M 0.81% 35
2019
Q1 		$32.8M Buy
132,837
+1
+0% +$255 1.81% 13
2018
Q4 		$33.1M Buy
132,836
+8,988
+7% +$2.37M 2.18% 12
2018
Q3 		$32.9M Buy
123,848
+27,119
+28% +$7.05M 2.09% 14
2018
Q2 		$23.7M Sell
96,729
-45,861
-32% -$11M 2.02% 14
2018
Q1 		$30.5M Sell
142,590
-320
-0.2% -$73.1K 3.02% 6
2017
Q4 		$31.5M Buy
142,910
+6,640
+5% +$1.41M 3.29% 6
2017
Q3 		$26.7M Buy
136,270
+7,230
+6% +$1.4M 2.79% 9
2017
Q2 		$23.9M Buy
129,040
+5,100
+4% +$894K 2.83% 4
2017
Q1 		$20.3M Buy
123,940
+13,940
+13% +$2.28M 2.71% 5
2016
Q4 		$17.6M Buy
110,000
+10,800
+11% +$1.61M 3.61% 4
2016
Q3 		$13.9M Hold
99,200
– – 2.51% 9
2016
Q2 		$14M Buy
99,200
+6,200
+7% +$827K 2.64% 6
2016
Q1 		$12M Buy
+93,000
New +$11M 2.18% 11

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

Bellevue Group's UNH Position: Q1 2026 in Review

Bellevue Group reduced its UnitedHealth (UNH) stake by 15% in Q1 2026, selling an estimated $8.03M and leaving 148,203 shares worth $40.1M. The position accounts for 0.95% of the portfolio, ranked #32.

Bellevue Group first reported a position in UNH in Q1 2016 and has held it in 41 quarters since. The position peaked at $157M in Q4 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bellevue Group held 148,203 shares of UnitedHealth worth $40.1M as of Q1 2026.
  • Bellevue Group sold 26,966 UnitedHealth shares in Q1 2026, an estimated $8.03M.
  • UnitedHealth made up 0.95% of Bellevue Group's portfolio in Q1 2026, its #32 holding.
  • Bellevue Group first reported a position in UnitedHealth in Q1 2016 and has held it in 41 quarters since.
  • Bellevue Group's UnitedHealth position peaked at $157M in Q4 2021.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.