Bridgeway Capital Management’s UnitedHealth UNH Stock Holding History

Bridgeway Capital Management’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	$24.4M	Buy	90,069 +16,135	+22%	+$4.81M	0.49%	45
2025 Q4	$24.4M	Buy	73,934 +7,911	+12%	+$2.68M	0.51%	32
2025 Q3	$22.8M	Buy	66,023 +239	+0.4%	+$72.3K	0.49%	40
2025 Q2	$20.5M	Buy	65,784 +29,334	+80%	+$11.2M	0.49%	28
2025 Q1	$19.1M	Sell	36,450 -2,163	-6%	-$1.11M	0.48%	38
2024 Q4	$19.5M	Buy	38,613 +3,665	+10%	+$2.08M	0.44%	33
2024 Q3	$20.4M	Sell	34,948 -2,235	-6%	-$1.26M	0.44%	30
2024 Q2	$18.9M	Sell	37,183 -12,614	-25%	-$6.18M	0.44%	34
2024 Q1	$24.6M	Buy	49,797 +2,732	+6%	+$1.39M	0.5%	18
2023 Q4	$24.8M	Sell	47,065 -161	-0.3%	-$85.9K	0.53%	7
2023 Q3	$23.8M	Sell	47,226 -8,943	-16%	-$4.4M	0.58%	5
2023 Q2	$27M	Buy	56,169 +14,132	+34%	+$6.91M	0.65%	5
2023 Q1	$19.9M	Sell	42,037 -1,283	-3%	-$619K	0.53%	3
2022 Q4	$23M	Buy	43,320 +4,135	+11%	+$2.19M	0.59%	2
2022 Q3	$19.8M	Buy	39,185 +9,895	+34%	+$5.2M	0.53%	3
2022 Q2	$15M	Buy	29,290 +4,670	+19%	+$2.35M	0.34%	43
2022 Q1	$12.6M	Buy	24,620 +3,320	+16%	+$1.6M	0.24%	119
2021 Q4	$10.7M	Sell	21,300 -5,350	-20%	-$2.42M	0.2%	141
2021 Q3	$10.4M	Buy	26,650 +400	+2%	+$166K	0.2%	143
2021 Q2	$10.5M	Sell	26,250 -1,600	-6%	-$638K	0.19%	148
2021 Q1	$10.4M	Sell	27,850 -16,150	-37%	-$5.6M	0.19%	139
2020 Q4	$15.4M	Sell	44,000 -1,600	-4%	-$536K	0.33%	95
2020 Q3	$14.2M	Sell	45,600 -9,500	-17%	-$2.92M	0.33%	98
2020 Q2	$16.3M	Sell	55,100 -10,820	-16%	-$3.1M	0.33%	100
2020 Q1	$16.4M	Buy	65,920 +4,170	+7%	+$1.15M	0.38%	91
2019 Q4	$18.2M	Sell	61,750 -5,950	-9%	-$1.56M	0.24%	103
2019 Q3	$14.7M	Buy	67,700 +2,900	+4%	+$700K	0.2%	103
2019 Q2	$15.8M	Sell	64,800 -8,500	-12%	-$2.04M	0.2%	104
2019 Q1	$18.1M	Sell	73,300 -3,200	-4%	-$816K	0.23%	103
2018 Q4	$19.1M	Sell	76,500 -28,000	-27%	-$7.4M	0.25%	103
2018 Q3	$27.8M	Buy	104,500 +57,900	+124%	+$15.1M	0.27%	107
2018 Q2	$11.4M	Hold	46,600	–	–	0.12%	158
2018 Q1	$9.97M	Sell	46,600 -17,500	-27%	-$4M	0.11%	154
2017 Q4	$14.1M	Sell	64,100 -3,400	-5%	-$721K	0.15%	133
2017 Q3	$13.2M	Buy	67,500 +11,700	+21%	+$2.26M	0.15%	131
2017 Q2	$10.3M	Sell	55,800 -297,600	-84%	-$52.2M	0.12%	141
2017 Q1	$58M	Buy	353,400 +21,600	+7%	+$3.54M	0.7%	36
2016 Q4	$53.1M	Sell	331,800 -6,000	-2%	-$896K	0.69%	27
2016 Q3	$47.3M	Hold	337,800	–	–	0.7%	19
2016 Q2	$47.7M	Buy	337,800 +297,200	+732%	+$39.6M	0.74%	14
2016 Q1	$5.23M	Hold	40,600	–	–	0.09%	213
2015 Q4	$4.78M	Hold	40,600	–	–	0.09%	230
2015 Q3	$4.71M	Buy	40,600 +12,900	+47%	+$1.54M	0.1%	209
2015 Q2	$3.38M	Buy	27,700 +24,900	+889%	+$2.95M	0.07%	328
2015 Q1	$331K	Buy	2,800 +700	+33%	+$77.7K	0.01%	1231
2014 Q4	$212K	Buy	+2,100	New	+$199K	﹤0.01%	1297

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

Bridgeway Capital Management's UNH Position: Q1 2026 in Review

Bridgeway Capital Management increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $4.81M and bringing the position to 90,069 shares worth $24.4M. The position accounts for 0.49% of the portfolio, ranked #45.

Bridgeway Capital Management first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $58M in Q1 2017. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Bridgeway Capital Management held 90,069 shares of UnitedHealth worth $24.4M as of Q1 2026.
Bridgeway Capital Management bought 16,135 UnitedHealth shares in Q1 2026, an estimated $4.81M.
UnitedHealth made up 0.49% of Bridgeway Capital Management's portfolio in Q1 2026, its #45 holding.
Bridgeway Capital Management first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
Bridgeway Capital Management's UnitedHealth position peaked at $58M in Q1 2017.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.