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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blue Bell Private Wealth Management's UNH Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its UnitedHealth (UNH) stake by 6.1% in Q1 2026, selling an estimated $4.17K and leaving 214 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #398.

Blue Bell Private Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $202K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Blue Bell Private Wealth Management held 214 shares of UnitedHealth worth $57.9K as of Q1 2026.
Blue Bell Private Wealth Management sold 14 UnitedHealth shares in Q1 2026, an estimated $4.17K.
UnitedHealth made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #398 holding.
Blue Bell Private Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's UnitedHealth position peaked at $202K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.