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Bill Few Associates’s UnitedHealth UNH Stock Holding History

Bill Few Associates’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 		$330K Buy
795
+1
+0.1% +$371 0.07% 167
2026
Q1 		$215K Sell
794
-25
-3% -$7.45K 0.05% 206
2025
Q4 		$270K Buy
819
+48
+6% +$16.3K 0.07% 170
2025
Q3 		$266K Sell
771
-224
-23% -$67.7K 0.07% 167
2025
Q2 		$310K Buy
995
+326
+49% +$125K 0.09% 148
2025
Q1 		$350K Sell
669
-100
-13% -$51.1K 0.13% 123
2024
Q4 		$389K Sell
769
-250
-25% -$142K 0.14% 114
2024
Q3 		$596K Buy
1,019
+50
+5% +$28.3K 0.21% 85
2024
Q2 		$493K Sell
969
-50
-5% -$24.5K 0.19% 96
2024
Q1 		$504K Sell
1,019
-27
-3% -$13.7K 0.2% 88
2023
Q4 		$551K Buy
1,046
+402
+62% +$214K 0.25% 74
2023
Q3 		$325K Hold
644
– – 0.17% 100
2023
Q2 		$310K Sell
644
-43
-6% -$21K 0.16% 106
2023
Q1 		$325K Buy
687
+25
+4% +$12.1K 0.18% 101
2022
Q4 		$351K Sell
662
-50
-7% -$26.5K 0.21% 88
2022
Q3 		$359K Hold
712
– – 0.24% 79
2022
Q2 		$366K Buy
712
+32
+5% +$16.1K 0.23% 78
2022
Q1 		$347K Hold
680
– – 0.19% 92
2021
Q4 		$341K Buy
+680
New +$308K 0.18% 91

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bill Few Associates's UNH Position: Q2 2026 in Review

Bill Few Associates increased its UnitedHealth (UNH) stake by 0.13% in Q2 2026, buying an estimated $371 and bringing the position to 795 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #167.

Bill Few Associates first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $596K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bill Few Associates held 795 shares of UnitedHealth worth $330K as of Q2 2026.
  • Bill Few Associates bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.07% of Bill Few Associates's portfolio in Q2 2026, its #167 holding.
  • Bill Few Associates first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Bill Few Associates's UnitedHealth position peaked at $596K in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.