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Bluesphere Advisors’s UnitedHealth UNH Stock Holding History

Bluesphere Advisors’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 		$3.09M Buy
11,420
+2,948
+35% +$878K 1.1% 13
2025
Q4 		$2.8M Buy
8,472
+1,547
+22% +$524K 1.24% 13
2025
Q3 		$2.39M Buy
6,925
+5,370
+345% +$1.62M 1.1% 14
2025
Q2 		$485K Buy
+1,555
New +$594K 0.24% 51
2025
Q1 		– Sell
-2,410
Closed -$1.22M – 108
2024
Q4 		$1.22M Buy
2,410
+114
+5% +$64.8K 0.6% 28
2024
Q3 		$1.34M Sell
2,296
-20
-0.9% -$11.3K 0.66% 23
2024
Q2 		$1.18M Sell
2,316
-80
-3% -$39.2K 0.6% 27
2024
Q1 		$1.19M Sell
2,396
-358
-13% -$182K 0.66% 25
2023
Q4 		$1.45M Buy
2,754
+140
+5% +$74.7K 0.9% 21
2023
Q3 		$1.32M Buy
2,614
+256
+11% +$126K 0.95% 20
2023
Q2 		$1.13M Buy
2,358
+147
+7% +$71.9K 0.79% 23
2023
Q1 		$1.04M Buy
2,211
+110
+5% +$53.1K 0.87% 21
2022
Q4 		$1.11M Hold
2,101
– – 0.99% 20
2022
Q3 		$1.06M Hold
2,101
– – 1.06% 18
2022
Q2 		$1.08M Buy
2,101
+67
+3% +$33.6K 1.05% 20
2022
Q1 		$1.04M Hold
2,034
– – 0.88% 25
2021
Q4 		$1.02M Hold
2,034
– – 0.85% 27
2021
Q3 		$795K Hold
2,034
– – 0.76% 30
2021
Q2 		$814K Hold
2,034
– – 0.72% 29
2021
Q1 		$757K Hold
2,034
– – 0.68% 29
2020
Q4 		$713K Buy
+2,034
New +$682K 0.76% 26

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Bluesphere Advisors's UNH Position: Q1 2026 in Review

Bluesphere Advisors increased its UnitedHealth (UNH) stake by 35% in Q1 2026, buying an estimated $878K and bringing the position to 11,420 shares worth $3.09M. The position accounts for 1.1% of the portfolio, ranked #13.

Bluesphere Advisors first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bluesphere Advisors held 11,420 shares of UnitedHealth worth $3.09M as of Q1 2026.
  • Bluesphere Advisors bought 2,948 UnitedHealth shares in Q1 2026, an estimated $878K.
  • UnitedHealth made up 1.1% of Bluesphere Advisors's portfolio in Q1 2026, its #13 holding.
  • Bluesphere Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.