Barrett & Company’s UnitedHealth UNH Stock Holding History

Barrett & Company’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	$185K	Buy	684 +203	+42%	+$60.5K	0.06%	157
2025 Q4	$159K	Sell	481 -664	-58%	-$225K	0.05%	173
2025 Q3	$395K	Sell	1,145 -36	-3%	-$10.9K	0.14%	95
2025 Q2	$368K	Buy	1,181 +262	+29%	+$100K	0.14%	100
2025 Q1	$481K	Hold	919	–	–	0.21%	82
2024 Q4	$465K	Hold	919	–	–	0.2%	80
2024 Q3	$537K	Hold	919	–	–	0.23%	76
2024 Q2	$468K	Sell	919 -100	-10%	-$49K	0.21%	78
2024 Q1	$504K	Sell	1,019 -45	-4%	-$22.9K	0.24%	75
2023 Q4	$560K	Buy	1,064 +165	+18%	+$88K	0.3%	64
2023 Q3	$453K	Hold	899	–	–	0.27%	74
2023 Q2	$432K	Buy	899 +245	+37%	+$120K	0.25%	78
2023 Q1	$309K	Sell	654 -161	-20%	-$77.7K	0.2%	93
2022 Q4	$432K	Hold	815	–	–	0.29%	72
2022 Q3	$432K	Buy	+815	New	+$429K	0.29%	72

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

Barrett & Company's UNH Position: Q1 2026 in Review

Barrett & Company increased its UnitedHealth (UNH) stake by 42% in Q1 2026, buying an estimated $60.5K and bringing the position to 684 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #157.

Barrett & Company first reported a position in UNH in Q3 2022 and has held it in 15 quarters since. The position peaked at $560K in Q4 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Barrett & Company held 684 shares of UnitedHealth worth $185K as of Q1 2026.
Barrett & Company bought 203 UnitedHealth shares in Q1 2026, an estimated $60.5K.
UnitedHealth made up 0.06% of Barrett & Company's portfolio in Q1 2026, its #157 holding.
Barrett & Company first reported a position in UnitedHealth in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's UnitedHealth position peaked at $560K in Q4 2023.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.