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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
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 $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

Bridgewater Associates's UNH Position: Q1 2026 in Review

Bridgewater Associates sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 6,170 shares — an estimated $2.04M sold.

Bridgewater Associates first reported a position in UNH in Q2 2013 and held it in 21 quarters. The position peaked at $26.2M in Q4 2016. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bridgewater Associates reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Bridgewater Associates sold 6,170 UnitedHealth shares in Q1 2026, an estimated $2.04M.
  • Bridgewater Associates first reported a position in UnitedHealth in Q2 2013 and held it in 21 quarters.
  • Bridgewater Associates's UnitedHealth position peaked at $26.2M in Q4 2016.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.