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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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