Bridgewater Advisors’s UnitedHealth UNH Stock Holding History

Bridgewater 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 Q2	$1.71M	Buy	5,308 +671	+14%	+$249K	0.09%	107
2026 Q1	$1.38M	Buy	4,637 +383	+9%	+$114K	0.08%	107
2025 Q4	$1.48M	Sell	4,254 -394	-8%	-$134K	0.1%	101
2025 Q3	$1.49M	Buy	4,648 +191	+4%	+$57.8K	0.1%	95
2025 Q2	$1.16M	Sell	4,457 -173	-4%	-$66.1K	0.09%	113
2025 Q1	$1.89M	Buy	+4,630	New	+$2.37M	0.16%	77
2022 Q3	–	Sell	-2,262	Closed	-$1.16M	–	210
2022 Q2	$1.16M	Sell	2,262 -71	-3%	-$35.7K	0.24%	69
2022 Q1	$1.19M	Buy	2,333 +201	+9%	+$96.9K	0.29%	78
2021 Q4	$1.07M	Sell	2,132 -118	-5%	-$53.4K	0.24%	92
2021 Q3	$879K	Buy	2,250 +12	+0.5%	+$4.97K	0.24%	93
2021 Q2	$896K	Buy	2,238 +93	+4%	+$37.1K	0.28%	89
2021 Q1	$870K	Buy	+2,145	New	+$743K	0.44%	61

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bridgewater Advisors's UNH Position: Q2 2026 in Review

Bridgewater Advisors increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $249K and bringing the position to 5,308 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #107.

Bridgewater Advisors first reported a position in UNH in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.89M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bridgewater Advisors held 5,308 shares of UnitedHealth worth $1.71M as of Q2 2026.
Bridgewater Advisors bought 671 UnitedHealth shares in Q2 2026, an estimated $249K.
UnitedHealth made up 0.09% of Bridgewater Advisors's portfolio in Q2 2026, its #107 holding.
Bridgewater Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 12 quarters since.
Bridgewater Advisors's UnitedHealth position peaked at $1.89M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.