Blue Bell Private Wealth Management’s UnitedHealth UNH Stock Holding History

Blue Bell Private Wealth Management’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	$88.9K	Hold	214	–	–	0.01%	370
2026 Q1	$57.9K	Sell	214 -14	-6%	-$4.17K	0.01%	398
2025 Q4	$75.3K	Buy	228 +1	+0.4%	+$339	0.01%	365
2025 Q3	$78.4K	Sell	227 -4	-2%	-$1.21K	0.01%	351
2025 Q2	$72.1K	Sell	231 -154	-40%	-$58.9K	0.01%	349
2025 Q1	$202K	Buy	385 +81	+27%	+$41.4K	0.04%	219
2024 Q4	$154K	Sell	304 -10	-3%	-$5.68K	0.03%	232
2024 Q3	$183K	Buy	314 +28	+10%	+$15.8K	0.04%	219
2024 Q2	$145K	Sell	286 -6	-2%	-$2.94K	0.03%	227
2024 Q1	$145K	Sell	292 -19	-6%	-$9.66K	0.03%	217
2023 Q4	$164K	Buy	311 +51	+20%	+$27.2K	0.04%	187
2023 Q3	$131K	Buy	260 +6	+2%	+$2.95K	0.04%	175
2023 Q2	$122K	Buy	254 +169	+199%	+$82.6K	0.03%	178
2023 Q1	$40.2K	Buy	85 +25	+42%	+$12.1K	0.01%	246
2022 Q4	$31.8K	Hold	60	–	–	0.01%	259
2022 Q3	$30K	Hold	60	–	–	0.01%	258
2022 Q2	$31K	Buy	60 +2	+3%	+$1K	0.01%	261
2022 Q1	$30K	Hold	58	–	–	0.01%	278
2021 Q4	$29K	Buy	+58	New	+$26.3K	0.01%	260

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blue Bell Private Wealth Management's UNH Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 214 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #370.

Blue Bell Private Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $202K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Blue Bell Private Wealth Management held 214 shares of UnitedHealth worth $88.9K as of Q2 2026.
Blue Bell Private Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #370 holding.
Blue Bell Private Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's UnitedHealth position peaked at $202K in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.