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BridgePort Financial Solutions’s UnitedHealth UNH Stock Holding History

BridgePort Financial Solutions’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 		$538K Sell
1,295
-264
-17% -$97.9K 0.14% 131
2026
Q1 		$422K Buy
1,559
+208
+15% +$61.9K 0.12% 140
2025
Q4 		$446K Sell
1,351
-466
-26% -$158K 0.12% 139
2025
Q3 		$628K Buy
1,817
+148
+9% +$44.8K 0.17% 110
2025
Q2 		$521K Buy
1,669
+133
+9% +$50.8K 0.17% 104
2025
Q1 		$805K Hold
1,536
– – 0.36% 60
2024
Q4 		$720K Buy
+1,536
New +$873K 0.33% 66

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

BridgePort Financial Solutions's UNH Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $97.9K and leaving 1,295 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #131.

BridgePort Financial Solutions first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $805K in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BridgePort Financial Solutions held 1,295 shares of UnitedHealth worth $538K as of Q2 2026.
  • BridgePort Financial Solutions sold 264 UnitedHealth shares in Q2 2026, an estimated $97.9K.
  • UnitedHealth made up 0.14% of BridgePort Financial Solutions's portfolio in Q2 2026, its #131 holding.
  • BridgePort Financial Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's UnitedHealth position peaked at $805K in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.