Eagle Bay Advisors’s UnitedHealth UNH Stock Holding History

Eagle Bay Advisors’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
2021 Q4	–	Sell	-301	Closed	-$118K	–	1269
2021 Q3	$118K	Buy	+301	New	+$125K	0.07%	206

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

Eagle Bay Advisors's UNH Position: Q1 2026 in Review

Eagle Bay Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,006 shares — an estimated $332K sold.

Eagle Bay Advisors first reported a position in UNH in Q2 2021 and held it in 19 quarters. The position peaked at $928K in Q2 2022. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Eagle Bay Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Eagle Bay Advisors sold 1,006 UnitedHealth shares in Q1 2026, an estimated $332K.
Eagle Bay Advisors first reported a position in UnitedHealth in Q2 2021 and held it in 19 quarters.
Eagle Bay Advisors's UnitedHealth position peaked at $928K in Q2 2022.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.