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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
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 $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

BG Investment Services's UNH Position: Q1 2026 in Review

BG Investment Services reduced its UnitedHealth (UNH) stake by 2.3% in Q1 2026, selling an estimated $9.23K and leaving 1,337 shares worth $362K. The position accounts for 0.3% of the portfolio, ranked #38.

BG Investment Services first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $804K in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • BG Investment Services held 1,337 shares of UnitedHealth worth $362K as of Q1 2026.
  • BG Investment Services sold 31 UnitedHealth shares in Q1 2026, an estimated $9.23K.
  • UnitedHealth made up 0.3% of BG Investment Services's portfolio in Q1 2026, its #38 holding.
  • BG Investment Services first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • BG Investment Services's UnitedHealth position peaked at $804K in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.