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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
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

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

Bond & Devick Financial Network's UNH Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its UnitedHealth (UNH) stake by 2.2% in Q2 2026, selling an estimated $62.3K and leaving 7,420 shares worth $3.08M. The position accounts for 0.76% of the portfolio, ranked #22.

Bond & Devick Financial Network first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.24M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bond & Devick Financial Network held 7,420 shares of UnitedHealth worth $3.08M as of Q2 2026.
  • Bond & Devick Financial Network sold 168 UnitedHealth shares in Q2 2026, an estimated $62.3K.
  • UnitedHealth made up 0.76% of Bond & Devick Financial Network's portfolio in Q2 2026, its #22 holding.
  • Bond & Devick Financial Network first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's UnitedHealth position peaked at $5.24M in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.