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BIP Wealth’s UnitedHealth UNH Stock Holding History

BIP Wealth’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 		$726K Buy
1,747
+186
+12% +$68.9K 0.02% 308
2026
Q1 		$422K Sell
1,561
-1,504
-49% -$448K 0.02% 315
2025
Q4 		$1.01M Buy
3,065
+2,158
+238% +$731K 0.04% 215
2025
Q3 		$313K Buy
907
+44
+5% +$13.3K 0.02% 232
2025
Q2 		$269K Buy
863
+31
+4% +$11.8K 0.02% 227
2025
Q1 		$436K Sell
832
-12
-1% -$6.13K 0.03% 166
2024
Q4 		$427K Buy
844
+234
+38% +$133K 0.03% 165
2024
Q3 		$357K Buy
610
+206
+51% +$117K 0.02% 166
2024
Q2 		$206K Sell
404
-233
-37% -$114K 0.02% 187
2024
Q1 		$315K Buy
637
+16
+3% +$8.13K 0.02% 154
2023
Q4 		$327K Buy
621
+210
+51% +$112K 0.03% 145
2023
Q3 		$207K Sell
411
-109
-21% -$53.6K 0.02% 169
2023
Q2 		$250K Sell
520
-142
-21% -$69.4K 0.02% 155
2023
Q1 		$313K Buy
+662
New +$319K 0.03% 142

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BIP Wealth's UNH Position: Q2 2026 in Review

BIP Wealth increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $68.9K and bringing the position to 1,747 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #308.

BIP Wealth first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 1,693 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BIP Wealth held 1,747 shares of UnitedHealth worth $726K as of Q2 2026.
  • BIP Wealth bought 186 UnitedHealth shares in Q2 2026, an estimated $68.9K.
  • UnitedHealth made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #308 holding.
  • BIP Wealth first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's UnitedHealth position peaked at $1.01M in Q4 2025.
  • 1,693 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.