Bond & Devick Financial Network
UNH icon

Bond & Devick Financial Network’s UnitedHealth UNH Stock Holding History

Bond & Devick Financial Network’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
Q3 		$2.58M Sell
7,015
-405
-5% -$163K 0.62% 25
2026
Q2 		$3.08M Sell
7,420
-168
-2% -$62.3K 0.76% 22
2026
Q1 		$2.05M Sell
7,588
-4
-0.1% -$1.19K 0.57% 27
2025
Q4 		$2.51M Buy
7,592
+20
+0.3% +$6.78K 0.71% 24
2025
Q3 		$2.61M Sell
7,572
-317
-4% -$95.9K 0.79% 23
2025
Q2 		$2.46M Sell
7,889
-402
-5% -$154K 0.82% 22
2025
Q1 		$4.34M Sell
8,291
-599
-7% -$306K 1.58% 16
2024
Q4 		$5.2M Hold
8,890
– – 2.22% 11
2024
Q3 		$5.2M Sell
8,890
-204
-2% -$115K 2.22% 11
2024
Q2 		$4.63M Buy
9,094
+30
+0.3% +$14.7K 2.48% 11
2024
Q1 		$4.48M Sell
9,064
-288
-3% -$146K 2.43% 11
2023
Q4 		$4.92M Buy
9,352
+210
+2% +$112K 2.8% 11
2023
Q3 		$4.61M Sell
9,142
-835
-8% -$411K 2.96% 11
2023
Q2 		$4.8M Sell
9,977
-107
-1% -$52.3K 2.98% 10
2023
Q1 		$4.77M Buy
10,084
+200
+2% +$96.5K 3.04% 9
2022
Q4 		$5.24M Buy
9,884
+24
+0.2% +$12.7K 3.73% 8
2022
Q3 		$4.98M Sell
9,860
-56
-0.6% -$29.4K 4.12% 7
2022
Q2 		$5.09M Buy
9,916
+337
+4% +$169K 4.45% 6
2022
Q1 		$4.88M Sell
9,579
-103
-1% -$49.7K 3.9% 8
2021
Q4 		$4.86M Hold
9,682
– – 3.65% 8
2021
Q3 		$3.78M Sell
9,682
-150
-2% -$62.1K 3.14% 8
2021
Q2 		$3.94M Sell
9,832
-80
-0.8% -$31.9K 3.25% 7
2021
Q1 		$3.69M Sell
9,912
-22
-0.2% -$7.62K 3.41% 7
2020
Q4 		$3.48M Buy
+9,934
New +$3.33M 3.98% 5

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bond & Devick Financial Network's UNH Position: Q3 2026 in Review

Bond & Devick Financial Network reduced its UnitedHealth (UNH) stake by 5.5% in Q3 2026, selling an estimated $163K and leaving 7,015 shares worth $2.58M. The position accounts for 0.62% of the portfolio, ranked #25.

Bond & Devick Financial Network first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.24M in Q4 2022. 1,324 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Bond & Devick Financial Network held 7,015 shares of UnitedHealth worth $2.58M as of Q3 2026.
  • Bond & Devick Financial Network sold 405 UnitedHealth shares in Q3 2026, an estimated $163K.
  • UnitedHealth made up 0.62% of Bond & Devick Financial Network's portfolio in Q3 2026, its #25 holding.
  • Bond & Devick Financial Network first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Bond & Devick Financial Network's UnitedHealth position peaked at $5.24M in Q4 2022.
  • 1,324 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.