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BSW Wealth Partners’s UnitedHealth UNH Stock Holding History

BSW Wealth Partners’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 		$942K Sell
2,266
-99
-4% -$36.7K 0.1% 113
2026
Q1 		$640K Hold
2,365
– – 0.08% 150
2025
Q4 		$781K Buy
2,365
+440
+23% +$149K 0.09% 123
2025
Q3 		$665K Sell
1,925
-409
-18% -$124K 0.08% 138
2025
Q2 		$728K Sell
2,334
-339
-13% -$130K 0.1% 113
2025
Q1 		$1.4M Buy
2,673
+187
+8% +$95.6K 0.21% 65
2024
Q4 		$1.26M Buy
2,486
+29
+1% +$16.5K 0.18% 70
2024
Q3 		$1.44M Buy
2,457
+418
+21% +$236K 0.22% 61
2024
Q2 		$1.04M Buy
2,039
+65
+3% +$31.9K 0.17% 72
2024
Q1 		$977K Sell
1,974
-32
-2% -$16.3K 0.17% 80
2023
Q4 		$1.06M Buy
2,006
+43
+2% +$22.9K 0.21% 69
2023
Q3 		$989K Buy
1,963
+122
+7% +$60K 0.22% 62
2023
Q2 		$885K Buy
1,841
+38
+2% +$18.6K 0.18% 71
2023
Q1 		$852K Sell
1,803
-3
-0.2% -$1.45K 0.17% 86
2022
Q4 		$958K Sell
1,806
-31
-2% -$16.4K 0.21% 71
2022
Q3 		$928K Sell
1,837
-180
-9% -$94.7K 0.23% 56
2022
Q2 		$1.04M Buy
2,017
+25
+1% +$12.6K 0.25% 56
2022
Q1 		$1.02M Buy
1,992
+65
+3% +$31.4K 0.26% 53
2021
Q4 		$968K Buy
1,927
+122
+7% +$55.2K 0.24% 60
2021
Q3 		$705K Buy
1,805
+53
+3% +$22K 0.2% 66
2021
Q2 		$702K Buy
1,752
+215
+14% +$85.7K 0.19% 70
2021
Q1 		$572K Buy
1,537
+93
+6% +$32.2K 0.17% 83
2020
Q4 		$506K Buy
1,444
+109
+8% +$36.5K 0.16% 84
2020
Q3 		$416K Buy
1,335
+75
+6% +$23K 0.16% 80
2020
Q2 		$372K Buy
1,260
+225
+22% +$64.5K 0.12% 82
2020
Q1 		$258K Buy
1,035
+122
+13% +$33.6K 0.11% 95
2019
Q4 		$268K Sell
913
-335
-27% -$87.6K 0.09% 103
2019
Q3 		$271K Buy
+1,248
New +$301K 0.1% 81

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

BSW Wealth Partners's UNH Position: Q2 2026 in Review

BSW Wealth Partners reduced its UnitedHealth (UNH) stake by 4.2% in Q2 2026, selling an estimated $36.7K and leaving 2,266 shares worth $942K. The position accounts for 0.1% of the portfolio, ranked #113.

BSW Wealth Partners first reported a position in UNH in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.44M in Q3 2024. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BSW Wealth Partners held 2,266 shares of UnitedHealth worth $942K as of Q2 2026.
  • BSW Wealth Partners sold 99 UnitedHealth shares in Q2 2026, an estimated $36.7K.
  • UnitedHealth made up 0.1% of BSW Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • BSW Wealth Partners first reported a position in UnitedHealth in Q3 2019 and has held it in 28 quarters since.
  • BSW Wealth Partners's UnitedHealth position peaked at $1.44M in Q3 2024.
  • 1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.