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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
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 $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

BridgePort Financial Solutions's UNH Position: Q1 2026 in Review

BridgePort Financial Solutions increased its UnitedHealth (UNH) stake by 15% in Q1 2026, buying an estimated $61.9K and bringing the position to 1,559 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #140.

BridgePort Financial Solutions first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $805K in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • BridgePort Financial Solutions held 1,559 shares of UnitedHealth worth $422K as of Q1 2026.
  • BridgePort Financial Solutions bought 208 UnitedHealth shares in Q1 2026, an estimated $61.9K.
  • UnitedHealth made up 0.12% of BridgePort Financial Solutions's portfolio in Q1 2026, its #140 holding.
  • BridgePort Financial Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's UnitedHealth position peaked at $805K in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.