Barrow, Hanley, Mewhinney & Strauss’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $361M | Buy |
1,332,292
+38,026
| +3% | +$11.3M | 1.18% | 28 |
|
|
2025
Q4 | $427M | Buy |
1,294,266
+287,590
| +29% | +$97.5M | 1.42% | 27 |
|
|
2025
Q3 | $348M | Buy |
1,006,676
+4,053
| +0.4% | +$1.23M | 1.11% | 38 |
|
|
2025
Q2 | $313M | Sell |
1,002,623
-24,470
| -2% | -$9.35M | 1.05% | 42 |
|
|
2025
Q1 | $538M | Buy |
1,027,093
+310,446
| +43% | +$159M | 1.95% | 13 |
|
|
2024
Q4 | $363M | Buy |
716,647
+21,402
| +3% | +$12.2M | 1.24% | 31 |
|
|
2024
Q3 | $406M | Sell |
695,245
-5,619
| -0.8% | -$3.18M | 1.33% | 31 |
|
|
2024
Q2 | $357M | Buy |
700,864
+23,129
| +3% | +$11.3M | 1.22% | 33 |
|
|
2024
Q1 | $335M | Sell |
677,735
-161,666
| -19% | -$82.2M | 1.13% | 37 |
|
|
2023
Q4 | $442M | Sell |
839,401
-58,940
| -7% | -$31.4M | 1.55% | 26 |
|
|
2023
Q3 | $453M | Sell |
898,341
-44,647
| -5% | -$22M | 1.73% | 20 |
|
|
2023
Q2 | $453M | Sell |
942,988
-56,333
| -6% | -$27.5M | 1.69% | 21 |
|
|
2023
Q1 | $472M | Sell |
999,321
-88,776
| -8% | -$42.8M | 1.83% | 15 |
|
|
2022
Q4 | $577M | Sell |
1,088,097
-53,825
| -5% | -$28.5M | 2.17% | 9 |
|
|
2022
Q3 | $577M | Sell |
1,141,922
-32,771
| -3% | -$17.2M | 2.36% | 7 |
|
|
2022
Q2 | $603M | Sell |
1,174,693
-34,556
| -3% | -$17.4M | 2.28% | 8 |
|
|
2022
Q1 | $617M | Sell |
1,209,249
-56,831
| -4% | -$27.4M | 2.01% | 13 |
|
|
2021
Q4 | $636M | Sell |
1,266,080
-8,580
| -0.7% | -$3.88M | 2.01% | 12 |
|
|
2021
Q3 | $498M | Sell |
1,274,660
-52,678
| -4% | -$21.8M | 1.65% | 25 |
|
|
2021
Q2 | $532M | Buy |
1,327,338
+75,729
| +6% | +$30.2M | 1.71% | 22 |
|
|
2021
Q1 | $466M | Sell |
1,251,609
-57,544
| -4% | -$19.9M | 1.48% | 30 |
|
|
2020
Q4 | $459M | Sell |
1,309,153
-180,322
| -12% | -$60.4M | 1.58% | 25 |
|
|
2020
Q3 | $464M | Sell |
1,489,475
-180,610
| -11% | -$55.5M | 1.79% | 17 |
|
|
2020
Q2 | $493M | Sell |
1,670,085
-570,257
| -25% | -$163M | 1.93% | 16 |
|
|
2020
Q1 | $559M | Buy |
2,240,342
+61,662
| +3% | +$17M | 2.56% | 9 |
|
|
2019
Q4 | $640M | Buy |
2,178,680
+409,041
| +23% | +$107M | 2.05% | 12 |
|
|
2019
Q3 | $385M | Buy |
1,769,639
+63,751
| +4% | +$15.4M | 0.75% | 41 |
|
|
2019
Q2 | $416M | Buy |
1,705,888
+661,064
| +63% | +$159M | 0.76% | 41 |
|
|
2019
Q1 | $258M | Sell |
1,044,824
-44,057
| -4% | -$11.2M | 0.47% | 58 |
|
|
2018
Q4 | $271M | Sell |
1,088,881
-11,534
| -1% | -$3.05M | 0.53% | 49 |
|
|
2018
Q3 | $293M | Sell |
1,100,415
-39,132
| -3% | -$10.2M | 0.46% | 59 |
|
|
2018
Q2 | $280M | Sell |
1,139,547
-10,936
| -1% | -$2.63M | 0.45% | 62 |
|
|
2018
Q1 | $246M | Sell |
1,150,483
-8,633
| -0.7% | -$1.97M | 0.39% | 63 |
|
|
2017
Q4 | $256M | Sell |
1,159,116
-190,638
| -14% | -$40.4M | 0.38% | 63 |
|
|
2017
Q3 | $264M | Sell |
1,349,754
-175,283
| -11% | -$33.9M | 0.4% | 58 |
|
|
2017
Q2 | $283M | Sell |
1,525,037
-133,484
| -8% | -$23.4M | 0.43% | 56 |
|
|
2017
Q1 | $272M | Sell |
1,658,521
-99,934
| -6% | -$16.4M | 0.41% | 62 |
|
|
2016
Q4 | $281M | Sell |
1,758,455
-506,882
| -22% | -$75.7M | 0.42% | 62 |
|
|
2016
Q3 | $317M | Sell |
2,265,337
-302,430
| -12% | -$42.4M | 0.48% | 50 |
|
|
2016
Q2 | $363M | Sell |
2,567,767
-891,249
| -26% | -$119M | 0.55% | 46 |
|
|
2016
Q1 | $446M | Sell |
3,459,016
-70,023
| -2% | -$8.28M | 0.68% | 44 |
|
|
2015
Q4 | $415M | Sell |
3,529,039
-130,299
| -4% | -$15.2M | 0.62% | 47 |
|
|
2015
Q3 | $425M | Sell |
3,659,338
-131,713
| -3% | -$15.8M | 0.65% | 45 |
|
|
2015
Q2 | $463M | Sell |
3,791,051
-309,621
| -8% | -$36.6M | 0.63% | 47 |
|
|
2015
Q1 | $485M | Sell |
4,100,672
-235,282
| -5% | -$26.1M | 0.66% | 47 |
|
|
2014
Q4 | $438M | Sell |
4,335,954
-200,025
| -4% | -$19M | 0.59% | 48 |
|
|
2014
Q3 | $391M | Sell |
4,535,979
-202,822
| -4% | -$17.1M | 0.53% | 51 |
|
|
2014
Q2 | $387M | Sell |
4,738,801
-468,189
| -9% | -$36.8M | 0.52% | 51 |
|
|
2014
Q1 | $427M | Sell |
5,206,990
-537,266
| -9% | -$40.4M | 0.61% | 50 |
|
|
2013
Q4 | $433M | Sell |
5,744,256
-132,512
| -2% | -$9.52M | 0.63% | 49 |
|
|
2013
Q3 | $421M | Sell |
5,876,768
-326,123
| -5% | -$23.3M | 0.67% | 45 |
|
|
2013
Q2 | $406M | Buy |
+6,202,891
| New | +$386M | 0.68% | 45 |
|
Other funds holding UNH
VCM
VPM
Barrow, Hanley, Mewhinney & Strauss's UNH Position: Q1 2026 in Review
Barrow, Hanley, Mewhinney & Strauss increased its UnitedHealth (UNH) stake by 2.9% in Q1 2026, buying an estimated $11.3M and bringing the position to 1,332,292 shares worth $361M. The position accounts for 1.18% of the portfolio, ranked #28.
Barrow, Hanley, Mewhinney & Strauss first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $640M in Q4 2019. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss held 1,332,292 shares of UnitedHealth worth $361M as of Q1 2026.
- Barrow, Hanley, Mewhinney & Strauss bought 38,026 UnitedHealth shares in Q1 2026, an estimated $11.3M.
- UnitedHealth made up 1.18% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #28 holding.
- Barrow, Hanley, Mewhinney & Strauss first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Barrow, Hanley, Mewhinney & Strauss's UnitedHealth position peaked at $640M in Q4 2019.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.