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Bolthouse Investments’s UnitedHealth UNH Stock Holding History

Bolthouse Investments’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 		$424K Buy
1,021
+32
+3% +$11.9K 0.34% 52
2026
Q1 		$268K Hold
989
– – 0.24% 59
2025
Q4 		$326K Buy
989
+353
+56% +$120K 0.29% 56
2025
Q3 		$220K Buy
+636
New +$192K 0.2% 69
2025
Q1 		– Sell
-1,247
Closed -$631K – 82
2024
Q4 		$631K Buy
+1,247
New +$709K 0.58% 35

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

Bolthouse Investments's UNH Position: Q2 2026 in Review

Bolthouse Investments increased its UnitedHealth (UNH) stake by 3.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,021 shares worth $424K. The position accounts for 0.34% of the portfolio, ranked #52.

Bolthouse Investments first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $631K in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bolthouse Investments held 1,021 shares of UnitedHealth worth $424K as of Q2 2026.
  • Bolthouse Investments bought 32 UnitedHealth shares in Q2 2026, an estimated $11.9K.
  • UnitedHealth made up 0.34% of Bolthouse Investments's portfolio in Q2 2026, its #52 holding.
  • Bolthouse Investments first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Bolthouse Investments's UnitedHealth position peaked at $631K in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.