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Bowman & Company’s UnitedHealth UNH Stock Holding History

Bowman & Company’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
2025
Q4 		$1.43M Sell
4,311
-296
-6% -$100K 0.6% 46
2025
Q3 		$1.6M Sell
4,607
-526
-10% -$159K 0.67% 42
2025
Q2 		$1.61M Buy
5,133
+567
+12% +$217K 0.72% 39
2025
Q1 		$2.4M Buy
4,566
+630
+16% +$322K 1.18% 22
2024
Q4 		$2M Buy
3,936
+861
+28% +$489K 1.03% 26
2024
Q3 		$1.8M Buy
3,075
+1,430
+87% +$809K 0.95% 28
2024
Q2 		$841K Buy
1,645
+83
+5% +$40.7K 0.49% 63
2024
Q1 		$776K Buy
1,562
+15
+1% +$7.63K 0.47% 63
2023
Q4 		$818K Buy
1,547
+63
+4% +$33.6K 0.57% 55
2023
Q3 		$751K Sell
1,484
-453
-23% -$223K 0.6% 46
2023
Q2 		$933K Buy
1,937
+52
+3% +$25.4K 0.71% 34
2023
Q1 		$891K Buy
1,885
+94
+5% +$45.4K 0.65% 35
2022
Q4 		$949K Buy
1,791
+112
+7% +$59.3K 0.74% 30
2022
Q3 		$848K Buy
1,679
+62
+4% +$32.6K 0.77% 27
2022
Q2 		$830K Buy
1,617
+166
+11% +$83.4K 0.72% 30
2022
Q1 		$740K Buy
1,451
+32
+2% +$15.4K 0.57% 36
2021
Q4 		$718K Buy
+1,419
New +$642K 0.55% 30

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bowman & Company's UNH Position: Q4 2025 in Review

Bowman & Company reduced its UnitedHealth (UNH) stake by 6.4% in Q4 2025, selling an estimated $100K and leaving 4,311 shares worth $1.43M. The position accounts for 0.6% of the portfolio, ranked #46.

Bowman & Company first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.4M in Q1 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Bowman & Company held 4,311 shares of UnitedHealth worth $1.43M as of Q4 2025.
  • Bowman & Company sold 296 UnitedHealth shares in Q4 2025, an estimated $100K.
  • UnitedHealth made up 0.6% of Bowman & Company's portfolio in Q4 2025, its #46 holding.
  • Bowman & Company first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • Bowman & Company's UnitedHealth position peaked at $2.4M in Q1 2025.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.