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Bragg Financial Advisors’s UnitedHealth UNH Stock Holding History

Bragg Financial Advisors’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 		$8.97M Buy
33,145
+2,017
+6% +$601K 0.28% 113
2025
Q4 		$10.3M Buy
31,128
+729
+2% +$247K 0.33% 103
2025
Q3 		$10.5M Sell
30,399
-1,024
-3% -$310K 0.35% 100
2025
Q2 		$9.8M Buy
31,423
+521
+2% +$199K 0.35% 104
2025
Q1 		$16.2M Sell
30,902
-130
-0.4% -$66.5K 0.67% 58
2024
Q4 		$15.7M Sell
31,032
-1,262
-4% -$717K 0.64% 56
2024
Q3 		$18.9M Sell
32,294
-246
-0.8% -$139K 0.78% 40
2024
Q2 		$16.6M Buy
32,540
+171
+0.5% +$83.8K 0.74% 44
2024
Q1 		$16M Sell
32,369
-512
-2% -$260K 0.72% 46
2023
Q4 		$17.3M Sell
32,881
-1,629
-5% -$869K 0.82% 36
2023
Q3 		$17.4M Sell
34,510
-338
-1% -$166K 0.92% 26
2023
Q2 		$16.7M Buy
34,848
+169
+0.5% +$82.6K 0.92% 26
2023
Q1 		$16.4M Buy
34,679
+176
+0.5% +$84.9K 0.97% 22
2022
Q4 		$18.3M Sell
34,503
-785
-2% -$416K 1.11% 16
2022
Q3 		$17.8M Sell
35,288
-1,436
-4% -$755K 1.23% 10
2022
Q2 		$18.9M Sell
36,724
-6
-0% -$3.01K 1.25% 8
2022
Q1 		$18.7M Buy
36,730
+204
+0.6% +$98.4K 1.09% 15
2021
Q4 		$14.3M Hold
36,526
– – 0.91% 31
2021
Q3 		$14.3M Buy
36,526
+209
+0.6% +$86.6K 0.91% 31
2021
Q2 		$14.5M Sell
36,317
-102
-0.3% -$40.7K 0.93% 32
2021
Q1 		$13.6M Buy
36,419
+431
+1% +$149K 0.91% 34
2020
Q4 		$12.6M Buy
35,988
+174
+0.5% +$58.3K 1.1% 20
2020
Q3 		$11.2M Sell
35,814
-1,090
-3% -$335K 1.14% 25
2020
Q2 		$10.9M Buy
36,904
+622
+2% +$178K 1.21% 21
2020
Q1 		$9.05M Buy
36,282
+556
+2% +$153K 1.22% 22
2019
Q4 		$10.5M Buy
35,726
+302
+0.9% +$79K 1.18% 20
2019
Q3 		$7.7M Buy
35,424
+171
+0.5% +$41.3K 0.94% 33
2019
Q2 		$8.6M Buy
35,253
+585
+2% +$141K 1.06% 25
2019
Q1 		$8.57M Buy
34,668
+387
+1% +$98.7K 1.11% 24
2018
Q4 		$8.54M Buy
34,281
+148
+0.4% +$39.1K 1.28% 15
2018
Q3 		$9.08M Sell
34,133
-879
-3% -$229K 1.22% 17
2018
Q2 		$8.59M Buy
35,012
+40
+0.1% +$9.61K 1.23% 15
2018
Q1 		$7.48M Sell
34,972
-56
-0.2% -$12.8K 1.09% 20
2017
Q4 		$7.72M Buy
35,028
+131
+0.4% +$27.8K 1.11% 19
2017
Q3 		$6.83M Buy
34,897
+250
+0.7% +$48.3K 1.05% 25
2017
Q2 		$6.42M Buy
34,647
+1,346
+4% +$236K 1.01% 21
2017
Q1 		$5.46M Buy
33,301
+388
+1% +$63.5K 0.88% 33
2016
Q4 		$5.27M Buy
32,913
+525
+2% +$78.4K 0.87% 31
2016
Q3 		$4.53M Sell
32,388
-175
-0.5% -$24.5K 0.81% 36
2016
Q2 		$4.6M Buy
32,563
+726
+2% +$96.8K 0.83% 37
2016
Q1 		$4.1M Buy
31,837
+314
+1% +$37.1K 0.79% 42
2015
Q4 		$3.71M Buy
31,523
+3,110
+11% +$363K 0.79% 48
2015
Q3 		$3.3M Buy
28,413
+3,870
+16% +$463K 0.79% 48
2015
Q2 		$2.99M Buy
24,543
+980
+4% +$116K 0.69% 57
2015
Q1 		$2.79M Buy
23,563
+3,965
+20% +$440K 0.64% 58
2014
Q4 		$1.98M Sell
19,598
-275
-1% -$26.1K 0.48% 85
2014
Q3 		$1.71M Sell
19,873
-540
-3% -$45.6K 0.43% 92
2014
Q2 		$1.67M Buy
20,413
+603
+3% +$47.4K 0.4% 98
2014
Q1 		$1.62M Buy
19,810
+495
+3% +$37.3K 0.4% 94
2013
Q4 		$1.45M Buy
19,315
+800
+4% +$57.5K 0.35% 107
2013
Q3 		$1.33M Buy
18,515
+2,505
+16% +$179K 0.35% 112
2013
Q2 		$1.05M Buy
+16,010
New +$996K 0.29% 124

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bragg Financial Advisors's UNH Position: Q1 2026 in Review

Bragg Financial Advisors increased its UnitedHealth (UNH) stake by 6.5% in Q1 2026, buying an estimated $601K and bringing the position to 33,145 shares worth $8.97M. The position accounts for 0.28% of the portfolio, ranked #113.

Bragg Financial Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bragg Financial Advisors held 33,145 shares of UnitedHealth worth $8.97M as of Q1 2026.
  • Bragg Financial Advisors bought 2,017 UnitedHealth shares in Q1 2026, an estimated $601K.
  • UnitedHealth made up 0.28% of Bragg Financial Advisors's portfolio in Q1 2026, its #113 holding.
  • Bragg Financial Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Bragg Financial Advisors's UnitedHealth position peaked at $18.9M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.