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Bleakley Financial Group’s UnitedHealth UNH Stock Holding History

Bleakley Financial Group’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 		$20.6M Buy
49,683
+19,277
+63% +$7.15M 0.26% 73
2026
Q1 		$8.23M Sell
30,406
-11,287
-27% -$3.36M 0.13% 133
2025
Q4 		$13.8M Buy
41,693
+9,271
+29% +$3.14M 0.24% 71
2025
Q3 		$11.2M Buy
32,422
+9,736
+43% +$2.94M 0.26% 74
2025
Q2 		$7.08M Sell
22,686
-144
-0.6% -$55K 0.18% 106
2025
Q1 		$12M Sell
22,830
-1,264
-5% -$646K 0.38% 50
2024
Q4 		$12.2M Sell
24,094
-1,576
-6% -$895K 0.37% 46
2024
Q3 		$15M Sell
25,670
-12,586
-33% -$7.12M 0.46% 36
2024
Q2 		$19.5M Buy
38,256
+11,323
+42% +$5.55M 0.56% 29
2024
Q1 		$13.3M Sell
26,933
-17,758
-40% -$9.03M 0.39% 46
2023
Q4 		$23.5M Sell
44,691
-2,152
-5% -$1.15M 0.75% 22
2023
Q3 		$23.6M Buy
46,843
+1,958
+4% +$964K 0.83% 20
2023
Q2 		$21.6M Buy
44,885
+403
+0.9% +$197K 0.67% 24
2023
Q1 		$21M Buy
44,482
+3,472
+8% +$1.68M 0.7% 22
2022
Q4 		$21.7M Buy
+41,010
New +$21.7M 0.78% 22

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

Bleakley Financial Group's UNH Position: Q2 2026 in Review

Bleakley Financial Group increased its UnitedHealth (UNH) stake by 63% in Q2 2026, buying an estimated $7.15M and bringing the position to 49,683 shares worth $20.6M. The position accounts for 0.26% of the portfolio, ranked #73.

Bleakley Financial Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.6M in Q3 2023. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bleakley Financial Group held 49,683 shares of UnitedHealth worth $20.6M as of Q2 2026.
  • Bleakley Financial Group bought 19,277 UnitedHealth shares in Q2 2026, an estimated $7.15M.
  • UnitedHealth made up 0.26% of Bleakley Financial Group's portfolio in Q2 2026, its #73 holding.
  • Bleakley Financial Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's UnitedHealth position peaked at $23.6M in Q3 2023.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.