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Bernardo Wealth Planning’s UnitedHealth UNH Stock Holding History

Bernardo Wealth Planning’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 		$377K Buy
+907
New +$336K 0.06% 96
2026
Q1 		– Sell
-706
Closed -$233K – 135
2025
Q4 		$233K Sell
706
-86
-11% -$29.1K 0.04% 115
2025
Q3 		$274K Buy
792
+17
+2% +$5.14K 0.05% 101
2025
Q2 		$242K Sell
775
-58
-7% -$22.2K 0.05% 106
2025
Q1 		$436K Buy
833
+37
+5% +$18.9K 0.1% 73
2024
Q4 		$414K Buy
796
+13
+2% +$7.39K 0.1% 73
2024
Q3 		$443K Buy
783
+4
+0.5% +$2.26K 0.11% 68
2024
Q2 		$397K Sell
779
-29
-4% -$14.2K 0.11% 65
2024
Q1 		$400K Buy
808
+41
+5% +$20.8K 0.11% 68
2023
Q4 		$404K Buy
767
+8
+1% +$4.27K 0.13% 61
2023
Q3 		$383K Buy
759
+1
+0.1% +$492 0.15% 57
2023
Q2 		$365K Hold
758
– – 0.15% 58
2023
Q1 		$358K Buy
758
+4
+0.5% +$1.93K 0.15% 60
2022
Q4 		$400K Buy
754
+51
+7% +$27K 0.19% 56
2022
Q3 		$375K Buy
703
+88
+14% +$46.3K 0.21% 52
2022
Q2 		$316K Hold
615
– – 0.18% 60
2022
Q1 		$313K Hold
615
– – 0.16% 66
2021
Q4 		$309K Buy
615
+7
+1% +$3.17K 0.15% 65
2021
Q3 		$237K Hold
608
– – 0.14% 68
2021
Q2 		$243K Sell
608
-11
-2% -$4.39K 0.15% 68
2021
Q1 		$230K Sell
619
-2,672
-81% -$926K 0.15% 68
2020
Q4 		$1.15M Buy
3,291
+53
+2% +$17.8K 0.45% 40
2020
Q3 		$1.01M Sell
3,238
-91
-3% -$28K 0.45% 42
2020
Q2 		$982K Sell
3,329
-100
-3% -$28.7K 0.53% 40
2020
Q1 		$855K Buy
3,429
+132
+4% +$36.3K 0.59% 42
2019
Q4 		$969K Buy
3,297
+200
+6% +$52.3K 0.59% 39
2019
Q3 		$673K Hold
3,097
– – 0.49% 46
2019
Q2 		$756K Hold
3,097
– – 0.59% 42
2019
Q1 		$766K Buy
3,097
+2
+0.1% +$510 0.61% 41
2018
Q4 		$771K Buy
+3,095
New +$818K 0.68% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bernardo Wealth Planning's UNH Position: Q2 2026 in Review

Bernardo Wealth Planning opened a new position in UnitedHealth (UNH) in Q2 2026: 907 shares worth $377K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in UNH as recently as Q4 2025.

Bernardo Wealth Planning first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.15M in Q4 2020. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bernardo Wealth Planning held 907 shares of UnitedHealth worth $377K as of Q2 2026.
  • UnitedHealth was a new Bernardo Wealth Planning position in Q2 2026.
  • UnitedHealth made up 0.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #96 holding.
  • Bernardo Wealth Planning first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Bernardo Wealth Planning's UnitedHealth position peaked at $1.15M in Q4 2020.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.