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BloombergSen’s UnitedHealth UNH Stock Holding History

BloombergSen’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 		$27M Sell
64,936
-2,299
-3% -$852K 2.01% 15
2026
Q1 		$18.2M Sell
67,235
-2,314
-3% -$689K 1.38% 16
2025
Q4 		$23M Sell
69,549
-5,381
-7% -$1.82M 1.68% 13
2025
Q3 		$25.9M Sell
74,930
-778
-1% -$235K 1.6% 15
2025
Q2 		$23.6M Buy
+75,708
New +$28.9M 1.45% 15

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

BloombergSen's UNH Position: Q2 2026 in Review

BloombergSen reduced its UnitedHealth (UNH) stake by 3.4% in Q2 2026, selling an estimated $852K and leaving 64,936 shares worth $27M. The position accounts for 2.01% of the portfolio, ranked #15.

BloombergSen first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BloombergSen held 64,936 shares of UnitedHealth worth $27M as of Q2 2026.
  • BloombergSen sold 2,299 UnitedHealth shares in Q2 2026, an estimated $852K.
  • UnitedHealth made up 2.01% of BloombergSen's portfolio in Q2 2026, its #15 holding.
  • BloombergSen first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BloombergSen's 13F filing for Q2 2026, filed 7 Aug 2026.