BW Gestao de Investimentos’s UnitedHealth UNH Stock Holding History

BW Gestao de Investimentos’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	$715K	Buy	+2,642	New	+$787K	0.02%	242
2016 Q2	–	Sell	-9,300	Closed	-$1.2M	–	76
2016 Q1	$1.2M	Hold	9,300	–	–	0.72%	16
2015 Q4	$1.09M	Hold	9,300	–	–	1.01%	15
2015 Q3	$1.08M	Sell	9,300 -1,600	-15%	-$192K	0.76%	15
2015 Q2	$1.33M	Sell	10,900 -1,300	-11%	-$154K	0.83%	17
2015 Q1	$1.44M	Sell	12,200 -823	-6%	-$91.4K	0.8%	15
2014 Q4	$1.32M	Hold	13,023	–	–	0.93%	16
2014 Q3	$1.12M	Sell	13,023 -137	-1%	-$11.6K	0.49%	32
2014 Q2	$1.08M	Hold	13,160	–	–	0.49%	34
2014 Q1	$1.08M	Hold	13,160	–	–	0.59%	28
2013 Q4	$991K	Buy	+13,160	New	+$945K	0.34%	35

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

BW Gestao de Investimentos's UNH Position: Q1 2026 in Review

BW Gestao de Investimentos opened a new position in UnitedHealth (UNH) in Q1 2026: 2,642 shares worth $715K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: BW Gestao de Investimentos previously reported a position in UNH as recently as Q1 2016.

BW Gestao de Investimentos first reported a position in UNH in Q4 2013 and has held it in 11 quarters since. The position peaked at $1.44M in Q1 2015. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

BW Gestao de Investimentos held 2,642 shares of UnitedHealth worth $715K as of Q1 2026.
UnitedHealth was a new BW Gestao de Investimentos position in Q1 2026.
UnitedHealth made up 0.02% of BW Gestao de Investimentos's portfolio in Q1 2026, its #242 holding.
BW Gestao de Investimentos first reported a position in UnitedHealth in Q4 2013 and has held it in 11 quarters since.
BW Gestao de Investimentos's UnitedHealth position peaked at $1.44M in Q1 2015.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.