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 Q2	–	Sell	-2,642	Closed	-$715K	–	397
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BW Gestao de Investimentos's UNH Position: Q2 2026 in Review

BW Gestao de Investimentos sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,642 shares — an estimated $715K sold.

BW Gestao de Investimentos first reported a position in UNH in Q4 2013 and held it in 11 quarters. The position peaked at $1.44M in Q1 2015. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BW Gestao de Investimentos reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
BW Gestao de Investimentos sold 2,642 UnitedHealth shares in Q2 2026, an estimated $715K.
BW Gestao de Investimentos first reported a position in UnitedHealth in Q4 2013 and held it in 11 quarters.
BW Gestao de Investimentos's UnitedHealth position peaked at $1.44M in Q1 2015.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.