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 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 $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

Bridgewater Advisors's UNH Position: Q1 2026 in Review

Bridgewater Advisors increased its UnitedHealth (UNH) stake by 9% in Q1 2026, buying an estimated $114K and bringing the position to 4,637 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #107.

Bridgewater Advisors first reported a position in UNH in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.89M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Bridgewater Advisors held 4,637 shares of UnitedHealth worth $1.38M as of Q1 2026.
Bridgewater Advisors bought 383 UnitedHealth shares in Q1 2026, an estimated $114K.
UnitedHealth made up 0.08% of Bridgewater Advisors's portfolio in Q1 2026, its #107 holding.
Bridgewater Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 11 quarters since.
Bridgewater Advisors's UnitedHealth position peaked at $1.89M in Q1 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.