Bradley & Co Private Wealth Management’s UnitedHealth UNH Stock Holding History

Bradley & Co Private Wealth Management’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	$5.68K	Hold	21	–	–	﹤0.01%	154
2025 Q4	$6.93K	Hold	21	–	–	﹤0.01%	142
2025 Q3	$7.25K	Hold	21	–	–	﹤0.01%	136
2025 Q2	$6.55K	Buy	21 +11	+110%	+$4.2K	﹤0.01%	133
2025 Q1	$5.24K	Hold	10	–	–	﹤0.01%	137
2024 Q4	$5.06K	Buy	+10	New	+$5.68K	﹤0.01%	137
2024 Q2	$5.09K	Hold	10	–	–	﹤0.01%	135
2024 Q1	$4.95K	Hold	10	–	–	﹤0.01%	141
2023 Q4	$5.26K	Hold	10	–	–	﹤0.01%	145
2023 Q3	$5.04K	Buy	10 +4	+67%	+$1.97K	0.01%	132
2023 Q2	$2.88K	Hold	6	–	–	﹤0.01%	148
2023 Q1	$2.84K	Hold	6	–	–	﹤0.01%	148
2022 Q4	$3.18K	Sell	6 -64	-91%	-$33.9K	﹤0.01%	149
2022 Q3	$35K	Hold	70	–	–	0.04%	81
2022 Q2	$36K	Sell	70 -58	-45%	-$29.1K	0.04%	95
2022 Q1	$65K	Hold	128	–	–	0.06%	77
2021 Q4	$64K	Hold	128	–	–	0.05%	82
2021 Q3	$50K	Hold	128	–	–	0.04%	91
2021 Q2	$51K	Hold	128	–	–	0.04%	95
2021 Q1	$48K	Buy	+128	New	+$44.4K	0.04%	97

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bradley & Co Private Wealth Management's UNH Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its UnitedHealth (UNH) position steady in Q1 2026 at 21 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Bradley & Co Private Wealth Management first reported a position in UNH in Q1 2021 and has held it in 20 quarters since. The position peaked at $65K in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Bradley & Co Private Wealth Management held 21 shares of UnitedHealth worth $5.68K as of Q1 2026.
Bradley & Co Private Wealth Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #154 holding.
Bradley & Co Private Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's UnitedHealth position peaked at $65K in Q1 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.