Bellwether Advisors’s UnitedHealth UNH Stock Holding History

Bellwether 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 Q2	$3.08M	Buy	+7,404	New	+$2.74M	0.46%	54
2025 Q3	–	Sell	-146	Closed	-$45.5K	–	537
2025 Q2	$45.5K	Buy	146 +57	+64%	+$21.8K	0.01%	230
2025 Q1	$46.6K	Sell	89 -40	-31%	-$20.4K	0.01%	224
2024 Q4	$65.3K	Buy	+129	New	+$73.3K	0.01%	211
2024 Q3	–	Sell	-3,165	Closed	-$1.61M	–	145
2024 Q2	$1.61M	Sell	3,165 -4,941	-61%	-$2.42M	0.34%	60
2024 Q1	$4.01M	Buy	+8,106	New	+$4.12M	0.88%	28
2023 Q3	–	Sell	-8,875	Closed	-$4.27M	–	119
2023 Q2	$4.27M	Buy	8,875 +4,064	+84%	+$1.99M	1.26%	17
2023 Q1	$2.27M	Buy	4,811 +4,746	+7,302%	+$2.29M	0.62%	39
2022 Q4	$34.5K	Sell	65 -53	-45%	-$28.1K	0.01%	211
2022 Q3	$59K	Buy	118 +82	+228%	+$43.1K	0.02%	149
2022 Q2	$18K	Sell	36 -20	-36%	-$10K	0.01%	223
2022 Q1	$28K	Hold	56	–	–	0.01%	232
2021 Q4	$28K	Hold	56	–	–	0.01%	246
2021 Q3	$21K	Buy	56 +20	+56%	+$8.28K	0.01%	245
2021 Q2	$14K	Sell	36 -1	-3%	-$399	﹤0.01%	245
2021 Q1	$13K	Hold	37	–	–	0.01%	233
2020 Q4	$12K	Buy	+37	New	+$12.4K	0.01%	226

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 $3.37T AUM 44.26% 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

Bellwether Advisors's UNH Position: Q2 2026 in Review

Bellwether Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 7,404 shares worth $3.08M. The stake represents 0.46% of the portfolio and ranks #54 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in UNH as recently as Q2 2025.

Bellwether Advisors first reported a position in UNH in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.27M in Q2 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bellwether Advisors held 7,404 shares of UnitedHealth worth $3.08M as of Q2 2026.
UnitedHealth was a new Bellwether Advisors position in Q2 2026.
UnitedHealth made up 0.46% of Bellwether Advisors's portfolio in Q2 2026, its #54 holding.
Bellwether Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 17 quarters since.
Bellwether Advisors's UnitedHealth position peaked at $4.27M in Q2 2023.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.