SEC 13F Intelligence

Bell Asset Management Ltd / UNH

Bell Asset Management Ltd’s Unitedhealth Group Inc Position

Does Bell Asset Management Ltd own Unitedhealth Group Inc (UNH)? Yes — 16.2K shares worth $4M (+1.29% of its 13F portfolio) as of Q1 2026, down from 16.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
16.2K
% of Portfolio
+1.29%
Quarters Held
30
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $18MQ2 ’19: $19MQ3 ’19: $17MQ4 ’19: $12MQ4 ’19Q1 ’20: $11MQ2 ’20: $12MQ3 ’20: $14MQ4 ’20: $16MQ4 ’20Q1 ’21: $18MQ2 ’21: $15MQ3 ’21: $16MQ4 ’21: $19MQ4 ’21Q1 ’22: $18MQ2 ’22: $15MQ3 ’22: $13MQ4 ’22: $12MQ4 ’22Q1 ’23: $17MQ2 ’23: $19MQ3 ’23: $25MQ4 ’23: $27MQ4 ’23Q1 ’24: $26MQ2 ’24: $28MQ3 ’24: $16MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $9MQ3 ’25: $7MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.2K$4M+1.29%
Q4 202516.5K$5M+1.46%
Q3 202519.0K$7M+1.80%
Q2 202528.0K$9M+1.92%
Q1 202526.0K$14M+2.50%
Q4 202428.5K$14M+2.63%
Q3 202427.6K$16M+2.95%
Q2 202455.0K$28M+3.93%
Q1 202453.0K$26M+3.85%
Q4 202351.4K$27M+4.13%
Q3 202350.4K$25M+4.18%
Q2 202340.5K$19M+3.33%
Q1 202336.7K$17M+3.17%
Q4 202222.9K$12M+2.27%
Q3 202226.2K$13M+2.68%
Q2 202228.8K$15M+2.92%
Q1 202235.2K$18M+3.09%
Q4 202137.4K$19M+3.03%
Q3 202141.9K$16M+2.79%
Q2 202136.3K$15M+2.84%
Q1 202149.1K$18M+3.92%
Q4 202046.0K$16M+3.53%
Q3 202043.8K$14M+3.40%
Q2 202040.9K$12M+3.27%
Q1 202043.7K$11M+3.39%
Q4 201941.2K$12M+3.11%
Q3 201976.8K$17M+2.56%
Q2 201976.9K$19M+3.04%
Q1 201971.8K$18M+3.05%
Q4 201857.3K$14M+3.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bell Asset Management Ltd’s full portfolio or all institutional holders of UNH.