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Bridgewater Associates’s UnitedHealth UNH Stock Holding History

Bridgewater Associates’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 		$2.58M Buy
+6,197
New +$2.3M 0.01% 638
2026
Q1 		– Sell
-6,170
Closed -$2.04M – 1227
2025
Q4 		$2.04M Buy
+6,170
New +$2.09M 0.01% 761
2020
Q2 		– Sell
-21,977
Closed -$5.48M – 510
2020
Q1 		$5.48M Buy
+21,977
New +$6.05M 0.11% 54
2019
Q4 		– Sell
-49,256
Closed -$10.7M – 573
2019
Q3 		$10.7M Buy
49,256
+25,789
+110% +$6.22M 0.09% 100
2019
Q2 		$5.73M Buy
23,467
+9,835
+72% +$2.37M 0.04% 143
2019
Q1 		$3.37M Buy
+13,632
New +$3.48M 0.02% 166
2018
Q2 		– Sell
-5,609
Closed -$1.2M – 532
2018
Q1 		$1.2M Buy
+5,609
New +$1.28M 0.01% 247
2017
Q4 		– Sell
-4,492
Closed -$880K – 323
2017
Q3 		$880K Sell
4,492
-865
-16% -$167K 0.01% 227
2017
Q2 		$993K Sell
5,357
-16,584
-76% -$2.91M 0.01% 207
2017
Q1 		$3.6M Sell
21,941
-141,959
-87% -$23.2M 0.04% 116
2016
Q4 		$26.2M Buy
+163,900
New +$24.5M 0.25% 14
2016
Q3 		– Sell
-23,400
Closed -$3.3M – 408
2016
Q2 		$3.3M Sell
23,400
-22,500
-49% -$3M 0.04% 163
2016
Q1 		$5.92M Buy
+45,900
New +$5.43M 0.07% 107
2015
Q4 		– Sell
-69,792
Closed -$8.1M – 415
2015
Q3 		$8.1M Sell
69,792
-30,200
-30% -$3.61M 0.11% 93
2015
Q2 		$12.2M Sell
99,992
-14,200
-12% -$1.68M 0.11% 36
2015
Q1 		$13.5M Buy
114,192
+13,692
+14% +$1.52M 0.11% 36
2014
Q4 		$10.2M Buy
100,500
+6,200
+7% +$588K 0.08% 53
2014
Q3 		$8.13M Buy
94,300
+12,100
+15% +$1.02M 0.06% 57
2014
Q2 		$6.72M Buy
82,200
+14,300
+21% +$1.13M 0.05% 82
2014
Q1 		$5.57M Buy
+67,900
New +$5.11M 0.05% 88
2013
Q4 		– Sell
-168,069
Closed -$12M – 354
2013
Q3 		$12M Sell
168,069
-57,700
-26% -$4.13M 0.1% 24
2013
Q2 		$14.8M Buy
+225,769
New +$14M 0.13% 24

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 $3.38T AUM 44.17% 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

Bridgewater Associates's UNH Position: Q2 2026 in Review

Bridgewater Associates opened a new position in UnitedHealth (UNH) in Q2 2026: 6,197 shares worth $2.58M. The stake represents 0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in UNH as recently as Q4 2025.

Bridgewater Associates first reported a position in UNH in Q2 2013 and has held it in 22 quarters since. The position peaked at $26.2M in Q4 2016. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bridgewater Associates held 6,197 shares of UnitedHealth worth $2.58M as of Q2 2026.
  • UnitedHealth was a new Bridgewater Associates position in Q2 2026.
  • UnitedHealth made up 0.01% of Bridgewater Associates's portfolio in Q2 2026, its #638 holding.
  • Bridgewater Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 22 quarters since.
  • Bridgewater Associates's UnitedHealth position peaked at $26.2M in Q4 2016.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.