TBA
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Tower Bridge Advisors’s UnitedHealth UNH Stock Holding History

Tower Bridge 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
2026
Q1 		$613K Buy
2,265
+22
+1% +$6.55K 0.06% 151
2025
Q4 		$740K Sell
2,243
-853
-28% -$289K 0.07% 121
2025
Q3 		$1.07M Sell
3,096
-20,352
-87% -$6.16M 0.11% 106
2025
Q2 		$7.32M Sell
23,448
-5,650
-19% -$2.16M 0.79% 40
2025
Q1 		$15.2M Buy
29,098
+441
+2% +$225K 1.7% 12
2024
Q4 		$14.5M Sell
28,657
-366
-1% -$208K 1.54% 14
2024
Q3 		$17M Sell
29,023
-170
-0.6% -$96.2K 1.76% 11
2024
Q2 		$14.9M Buy
29,193
+3,120
+12% +$1.53M 1.65% 14
2024
Q1 		$12.9M Sell
26,073
-5,250
-17% -$2.67M 1.31% 21
2023
Q4 		$16.5M Sell
31,323
-34
-0.1% -$18.1K 1.42% 19
2023
Q3 		$15.8M Buy
31,357
+10,784
+52% +$5.31M 1.46% 19
2023
Q2 		$9.89M Buy
20,573
+4,349
+27% +$2.13M 0.91% 32
2023
Q1 		$7.67M Sell
16,224
-63
-0.4% -$30.4K 0.63% 54
2022
Q4 		$8.64M Sell
16,287
-300
-2% -$159K 0.72% 42
2022
Q3 		$8.38M Buy
16,587
+83
+0.5% +$43.6K 0.74% 41
2022
Q2 		$8.48M Buy
16,504
+4,173
+34% +$2.1M 0.69% 48
2022
Q1 		$6.29M Buy
12,331
+665
+6% +$321K 0.42% 70
2021
Q4 		$5.86M Buy
11,666
+110
+1% +$49.8K 0.36% 78
2021
Q3 		$4.52M Buy
11,556
+270
+2% +$112K 0.3% 83
2021
Q2 		$4.52M Buy
11,286
+1,750
+18% +$698K 0.3% 83
2021
Q1 		$3.55M Buy
9,536
+1,865
+24% +$646K 0.27% 93
2020
Q4 		$2.69M Buy
+7,671
New +$2.57M 0.22% 96

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tower Bridge Advisors's UNH Position: Q1 2026 in Review

Tower Bridge Advisors increased its UnitedHealth (UNH) stake by 0.98% in Q1 2026, buying an estimated $6.55K and bringing the position to 2,265 shares worth $613K. The position accounts for 0.06% of the portfolio, ranked #151.

Tower Bridge Advisors first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $17M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tower Bridge Advisors held 2,265 shares of UnitedHealth worth $613K as of Q1 2026.
  • Tower Bridge Advisors bought 22 UnitedHealth shares in Q1 2026, an estimated $6.55K.
  • UnitedHealth made up 0.06% of Tower Bridge Advisors's portfolio in Q1 2026, its #151 holding.
  • Tower Bridge Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Tower Bridge Advisors's UnitedHealth position peaked at $17M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.