John W. Bristol & Co’s UnitedHealth UNH Stock Holding History

John W. Bristol & Co’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	$82.5M	Buy	304,877 +22,362	+8%	+$6.66M	1.36%	37
2025 Q4	$93.3M	Sell	282,515 -32,659	-10%	-$11.1M	1.43%	32
2025 Q3	$109M	Sell	315,174 -5,882	-2%	-$1.78M	1.72%	25
2025 Q2	$100M	Sell	321,056 -2,029	-0.6%	-$775K	1.62%	26
2025 Q1	$169M	Buy	323,085 +101,906	+46%	+$52.1M	2.89%	12
2024 Q4	$112M	Sell	221,179 -6,112	-3%	-$3.47M	1.84%	24
2024 Q3	$133M	Sell	227,291 -2,201	-1%	-$1.24M	2.12%	19
2024 Q2	$117M	Sell	229,492 -5,134	-2%	-$2.52M	1.89%	21
2024 Q1	$116M	Buy	234,626 +53,801	+30%	+$27.4M	1.98%	23
2023 Q4	$95.2M	Sell	180,825 -8,992	-5%	-$4.8M	1.75%	30
2023 Q3	$95.7M	Sell	189,817 -1,597	-0.8%	-$786K	1.89%	26
2023 Q2	$92M	Sell	191,414 -1,409	-0.7%	-$689K	1.74%	32
2023 Q1	$91.1M	Buy	192,823 +583	+0.3%	+$281K	1.87%	29
2022 Q4	$102M	Sell	192,240 -652	-0.3%	-$345K	2.42%	18
2022 Q3	$97.4M	Sell	192,892 -63,909	-25%	-$33.6M	2.43%	16
2022 Q2	$132M	Sell	256,801 -9,021	-3%	-$4.53M	3.23%	6
2022 Q1	$136M	Sell	265,822 -55,006	-17%	-$26.5M	2.69%	9
2021 Q4	$161M	Sell	320,828 -3,356	-1%	-$1.52M	2.78%	10
2021 Q3	$127M	Sell	324,184 -4,716	-1%	-$1.95M	2.36%	14
2021 Q2	$132M	Sell	328,900 -3,713	-1%	-$1.48M	2.42%	13
2021 Q1	$124M	Sell	332,613 -957	-0.3%	-$332K	2.53%	15
2020 Q4	$117M	Sell	333,570 -1,021	-0.3%	-$342K	2.41%	17
2020 Q3	$104M	Sell	334,591 -860	-0.3%	-$264K	2.36%	17
2020 Q2	$98.9M	Sell	335,451 -5,689	-2%	-$1.63M	2.45%	16
2020 Q1	$85.1M	Sell	341,140 -4,474	-1%	-$1.23M	2.65%	17
2019 Q4	$102M	Sell	345,614 -1,432	-0.4%	-$375K	2.45%	14
2019 Q3	$75.4M	Sell	347,046 -2,123	-0.6%	-$512K	1.96%	25
2019 Q2	$85.2M	Sell	349,169 -2,673	-0.8%	-$643K	2.2%	18
2019 Q1	$87M	Sell	351,842 -1,002	-0.3%	-$256K	2.34%	16
2018 Q4	$87.9M	Sell	352,844 -7,417	-2%	-$1.96M	2.76%	7
2018 Q3	$95.8M	Sell	360,261 -4,528	-1%	-$1.18M	2.54%	11
2018 Q2	$89.5M	Buy	364,789 +2,209	+0.6%	+$530K	2.54%	11
2018 Q1	$77.6M	Sell	362,580 -5,126	-1%	-$1.17M	2.2%	17
2017 Q4	$81.1M	Sell	367,706 -17,040	-4%	-$3.61M	2.3%	16
2017 Q3	$75.4M	Sell	384,746 -13,432	-3%	-$2.59M	2.18%	18
2017 Q2	$73.8M	Sell	398,178 -51,259	-11%	-$8.99M	2.17%	22
2017 Q1	$73.7M	Sell	449,437 -19,291	-4%	-$3.16M	2.03%	25
2016 Q4	$75M	Sell	468,728 -18,731	-4%	-$2.8M	2.11%	21
2016 Q3	$68.2M	Sell	487,459 -15,969	-3%	-$2.24M	1.87%	25
2016 Q2	$71.1M	Sell	503,428 -30,784	-6%	-$4.1M	2.01%	18
2016 Q1	$68.9M	Sell	534,212 -20,258	-4%	-$2.4M	1.86%	26
2015 Q4	$65.2M	Sell	554,470 -15,121	-3%	-$1.77M	1.72%	33
2015 Q3	$66.1M	Sell	569,591 -95,008	-14%	-$11.4M	1.77%	28
2015 Q2	$81.1M	Sell	664,599 -53,258	-7%	-$6.3M	1.74%	32
2015 Q1	$84.9M	Sell	717,857 -64,874	-8%	-$7.2M	1.7%	34
2014 Q4	$79.1M	Buy	+782,731	New	+$74.2M	1.44%	42

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

John W. Bristol & Co's UNH Position: Q1 2026 in Review

John W. Bristol & Co increased its UnitedHealth (UNH) stake by 7.9% in Q1 2026, buying an estimated $6.66M and bringing the position to 304,877 shares worth $82.5M. The position accounts for 1.36% of the portfolio, ranked #37.

John W. Bristol & Co first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $169M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

John W. Bristol & Co held 304,877 shares of UnitedHealth worth $82.5M as of Q1 2026.
John W. Bristol & Co bought 22,362 UnitedHealth shares in Q1 2026, an estimated $6.66M.
UnitedHealth made up 1.36% of John W. Bristol & Co's portfolio in Q1 2026, its #37 holding.
John W. Bristol & Co first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
John W. Bristol & Co's UnitedHealth position peaked at $169M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on John W. Bristol & Co's 13F filing for Q1 2026, filed 14 May 2026.