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Bollard Group’s UnitedHealth UNH Stock Holding History

Bollard 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 		$186K Sell
686
-7
-1% -$2.08K 0.01% 183
2025
Q4 		$229K Sell
693
-1,659
-71% -$562K 0.01% 171
2025
Q3 		$812K Buy
2,352
+15
+0.6% +$4.54K 0.02% 115
2025
Q2 		$729K Sell
2,337
-9,737
-81% -$3.72M 0.02% 134
2025
Q1 		$6.32M Buy
12,074
+25
+0.2% +$12.8K 0.17% 47
2024
Q4 		$6.09M Buy
12,049
+5,221
+76% +$2.97M 0.17% 48
2024
Q3 		$3.99M Buy
6,828
+12
+0.2% +$6.79K 0.11% 62
2024
Q2 		$3.47M Buy
6,816
+104
+2% +$51K 0.1% 63
2024
Q1 		$3.32M Buy
6,712
+12
+0.2% +$6.1K 0.1% 65
2023
Q4 		$3.53M Sell
6,700
-79
-1% -$42.1K 0.12% 61
2023
Q3 		$3.42M Sell
6,779
-1,009
-13% -$497K 0.13% 64
2023
Q2 		$3.74M Buy
7,788
+106
+1% +$51.8K 0.13% 70
2023
Q1 		$3.63M Buy
7,682
+15
+0.2% +$7.24K 0.13% 70
2022
Q4 		$4.07M Buy
7,667
+12
+0.2% +$6.36K 0.16% 68
2022
Q3 		$3.87M Buy
7,655
+13
+0.2% +$6.84K 0.16% 69
2022
Q2 		$3.92M Buy
7,642
+14
+0.2% +$7.03K 0.16% 76
2022
Q1 		$3.89M Sell
7,628
-188
-2% -$90.7K 0.12% 81
2021
Q4 		$3.92M Buy
7,816
+4,317
+123% +$1.95M 0.13% 85
2021
Q3 		$1.37M Buy
3,499
+1,407
+67% +$583K 0.04% 117
2021
Q2 		$838K Buy
2,092
+8
+0.4% +$3.19K 0.03% 143
2021
Q1 		$775K Hold
2,084
– – 0.03% 140
2020
Q4 		$731K Hold
2,084
– – 0.03% 134
2020
Q3 		$650K Sell
2,084
-1,647
-44% -$506K 0.02% 140
2020
Q2 		$1.1M Buy
+3,731
New +$1.07M 0.04% 113

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

Bollard Group's UNH Position: Q1 2026 in Review

Bollard Group reduced its UnitedHealth (UNH) stake by 1% in Q1 2026, selling an estimated $2.08K and leaving 686 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #183.

Bollard Group first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.32M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bollard Group held 686 shares of UnitedHealth worth $186K as of Q1 2026.
  • Bollard Group sold 7 UnitedHealth shares in Q1 2026, an estimated $2.08K.
  • UnitedHealth made up 0.01% of Bollard Group's portfolio in Q1 2026, its #183 holding.
  • Bollard Group first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Bollard Group's UnitedHealth position peaked at $6.32M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.