C.M. Bidwell & Associates’s UnitedHealth UNH Stock Holding History

C.M. Bidwell & 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	$4.33K	Hold	16	–	–	﹤0.01%	338
2025 Q4	$5.28K	Hold	16	–	–	﹤0.01%	319
2025 Q3	$5.53K	Hold	16	–	–	﹤0.01%	319
2025 Q2	$4.99K	Hold	16	–	–	﹤0.01%	322
2025 Q1	$8.38K	Hold	16	–	–	0.01%	280
2024 Q4	$8.09K	Sell	16 -8	-33%	-$4.54K	﹤0.01%	296
2024 Q3	$14K	Buy	24 +8	+50%	+$4.53K	0.01%	267
2024 Q2	$8.15K	Hold	16	–	–	0.01%	293
2024 Q1	$7.92K	Sell	16 -367	-96%	-$187K	0.01%	298
2023 Q4	$202K	Sell	383 -164	-30%	-$87.5K	0.15%	113
2023 Q3	$276K	Sell	547 -7	-1%	-$3.44K	0.21%	80
2023 Q2	$266K	Sell	554 -85	-13%	-$41.6K	0.19%	88
2023 Q1	$302K	Sell	639 -14	-2%	-$6.76K	0.23%	73
2022 Q4	$346K	Sell	653 -6	-0.9%	-$3.18K	0.27%	61
2022 Q3	$333K	Sell	659 -123	-16%	-$64.7K	0.28%	59
2022 Q2	$402K	Sell	782 -24	-3%	-$12.1K	0.32%	49
2022 Q1	$411K	Sell	806 -4	-0.5%	-$1.93K	0.27%	58
2021 Q4	$407K	Sell	810 -30	-4%	-$13.6K	0.25%	61
2021 Q3	$328K	Sell	840 -19	-2%	-$7.87K	0.22%	76
2021 Q2	$344K	Buy	859 +57	+7%	+$22.7K	0.23%	74
2021 Q1	$298K	Buy	802 +286	+55%	+$99.1K	0.22%	69
2020 Q4	$181K	Sell	516 -321	-38%	-$108K	0.15%	123
2020 Q3	$261K	Sell	837 -382	-31%	-$117K	0.24%	75
2020 Q2	$360K	Buy	1,219 +1,203	+7,519%	+$345K	0.33%	57
2020 Q1	$4K	Sell	16 -43	-73%	-$11.8K	﹤0.01%	289
2019 Q4	$17K	Sell	59 -130	-69%	-$34K	0.02%	294
2019 Q3	$41K	Buy	189 +43	+29%	+$10.4K	0.04%	262
2019 Q2	$36K	Hold	146	–	–	0.04%	273
2019 Q1	$36K	Hold	146	–	–	0.04%	273
2018 Q4	$36K	Buy	146 +130	+813%	+$34.3K	0.04%	267
2018 Q3	$4K	Hold	16	–	–	﹤0.01%	332
2018 Q2	$4K	Hold	16	–	–	﹤0.01%	351
2018 Q1	$3K	Hold	16	–	–	﹤0.01%	345
2017 Q4	$4K	Hold	16	–	–	﹤0.01%	334
2017 Q3	$3K	Hold	16	–	–	﹤0.01%	260
2017 Q2	$3K	Buy	+16	New	+$2.81K	﹤0.01%	276
2015 Q4	–	Sell	-50,605	Closed	-$5.87M	–	283
2015 Q3	$5.87M	Buy	50,605 +1,615	+3%	+$193K	1.44%	19
2015 Q2	$5.98M	Buy	48,990 +2,940	+6%	+$348K	1.33%	15
2015 Q1	$5.45M	Sell	46,050 -38,980	-46%	-$4.33M	1.2%	22
2014 Q4	$8.6M	Buy	85,030 +45,945	+118%	+$4.35M	1.96%	6
2014 Q3	$3.37M	Sell	39,085 -60	-0.2%	-$5.07K	0.79%	67
2014 Q2	$3.2M	Buy	+39,145	New	+$3.08M	0.73%	78

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

C.M. Bidwell & Associates's UNH Position: Q1 2026 in Review

C.M. Bidwell & Associates held its UnitedHealth (UNH) position steady in Q1 2026 at 16 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

C.M. Bidwell & Associates first reported a position in UNH in Q2 2014 and has held it in 42 quarters since. The position peaked at $8.6M in Q4 2014. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

C.M. Bidwell & Associates held 16 shares of UnitedHealth worth $4.33K as of Q1 2026.
C.M. Bidwell & Associates left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #338 holding.
C.M. Bidwell & Associates first reported a position in UnitedHealth in Q2 2014 and has held it in 42 quarters since.
C.M. Bidwell & Associates's UnitedHealth position peaked at $8.6M in Q4 2014.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.