BIS
UNH icon

BG Investment Services’s UnitedHealth UNH Stock Holding History

BG Investment Services’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 		$514K Sell
1,236
-101
-8% -$37.4K 0.37% 36
2026
Q1 		$362K Sell
1,337
-31
-2% -$9.23K 0.3% 38
2025
Q4 		$452K Sell
1,368
-324
-19% -$110K 0.4% 35
2025
Q3 		$584K Buy
1,692
+186
+12% +$56.3K 0.58% 29
2025
Q2 		$468K Sell
1,506
-28
-2% -$10.7K 0.58% 29
2025
Q1 		$803K Sell
1,534
-54
-3% -$27.6K 0.87% 22
2024
Q4 		$804K Buy
+1,588
New +$902K 0.81% 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
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

BG Investment Services's UNH Position: Q2 2026 in Review

BG Investment Services reduced its UnitedHealth (UNH) stake by 7.6% in Q2 2026, selling an estimated $37.4K and leaving 1,236 shares worth $514K. The position accounts for 0.37% of the portfolio, ranked #36.

BG Investment Services first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $804K in Q4 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BG Investment Services held 1,236 shares of UnitedHealth worth $514K as of Q2 2026.
  • BG Investment Services sold 101 UnitedHealth shares in Q2 2026, an estimated $37.4K.
  • UnitedHealth made up 0.37% of BG Investment Services's portfolio in Q2 2026, its #36 holding.
  • BG Investment Services first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • BG Investment Services's UnitedHealth position peaked at $804K in Q4 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.