BBR Partners’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 | – | Sell |
-849
| Closed | -$280K | – | 294 |
|
|
2025
Q4 | $280K | Sell |
849
-33
| -4% | -$11.2K | 0.02% | 215 |
|
|
2025
Q3 | $305K | Sell |
882
-6
| -0.7% | -$1.81K | 0.02% | 206 |
|
|
2025
Q2 | $277K | Buy |
888
+111
| +14% | +$42.4K | 0.02% | 192 |
|
|
2025
Q1 | $407K | Sell |
777
-277
| -26% | -$142K | 0.03% | 154 |
|
|
2024
Q4 | $533K | Buy |
1,054
+554
| +111% | +$315K | 0.04% | 142 |
|
|
2024
Q3 | $292K | Sell |
500
-193
| -28% | -$109K | 0.02% | 188 |
|
|
2024
Q2 | $353K | Buy |
693
+193
| +39% | +$94.6K | 0.03% | 145 |
|
|
2024
Q1 | $247K | Sell |
500
-139
| -22% | -$70.7K | 0.02% | 216 |
|
|
2023
Q4 | $336K | Sell |
639
-693
| -52% | -$370K | 0.03% | 131 |
|
|
2023
Q3 | $672K | Sell |
1,332
-1,826
| -58% | -$899K | 0.08% | 80 |
|
|
2023
Q2 | $1.52M | Sell |
3,158
-43
| -1% | -$21K | 0.17% | 50 |
|
|
2023
Q1 | $1.51M | Sell |
3,201
-42
| -1% | -$20.3K | 0.17% | 49 |
|
|
2022
Q4 | $1.72M | Sell |
3,243
-22
| -0.7% | -$11.7K | 0.19% | 47 |
|
|
2022
Q3 | $1.65M | Sell |
3,265
-2,743
| -46% | -$1.44M | 0.21% | 51 |
|
|
2022
Q2 | $3.09M | Buy |
6,008
+240
| +4% | +$121K | 0.36% | 34 |
|
|
2022
Q1 | $2.94M | Sell |
5,768
-711
| -11% | -$343K | 0.28% | 45 |
|
|
2021
Q4 | $3.25M | Buy |
6,479
+68
| +1% | +$30.8K | 0.38% | 33 |
|
|
2021
Q3 | $2.5M | Buy |
6,411
+17
| +0.3% | +$7.04K | 0.21% | 43 |
|
|
2021
Q2 | $2.56M | Buy |
6,394
+86
| +1% | +$34.3K | 0.2% | 43 |
|
|
2021
Q1 | $2.35M | Sell |
6,308
-938
| -13% | -$325K | 0.19% | 47 |
|
|
2020
Q4 | $2.54M | Sell |
7,246
-1,571
| -18% | -$527K | 0.21% | 34 |
|
|
2020
Q3 | $2.75M | Buy |
8,817
+2,295
| +35% | +$705K | 0.24% | 38 |
|
|
2020
Q2 | $1.92M | Sell |
6,522
-2,396
| -27% | -$687K | 0.24% | 44 |
|
|
2020
Q1 | $2.22M | Sell |
8,918
-288
| -3% | -$79.3K | 0.33% | 38 |
|
|
2019
Q4 | $2.71M | Buy |
9,206
+7,982
| +652% | +$2.09M | 0.3% | 41 |
|
|
2019
Q3 | $266K | Buy |
1,224
+34
| +3% | +$8.2K | 0.04% | 108 |
|
|
2019
Q2 | $290K | Sell |
1,190
-90
| -7% | -$21.6K | 0.05% | 97 |
|
|
2019
Q1 | $316K | Sell |
1,280
-409
| -24% | -$104K | 0.04% | 110 |
|
|
2018
Q4 | $421K | Buy |
1,689
+480
| +40% | +$127K | 0.06% | 98 |
|
|
2018
Q3 | $322K | Buy |
+1,209
| New | +$314K | 0.05% | 89 |
|
Other funds holding UNH
VCM
VPM
BBR Partners's UNH Position: Q1 2026 in Review
BBR Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 849 shares — an estimated $280K sold.
BBR Partners first reported a position in UNH in Q3 2018 and held it in 30 quarters. The position peaked at $3.25M in Q4 2021. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- BBR Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- BBR Partners sold 849 UnitedHealth shares in Q1 2026, an estimated $280K.
- BBR Partners first reported a position in UnitedHealth in Q3 2018 and held it in 30 quarters.
- BBR Partners's UnitedHealth position peaked at $3.25M in Q4 2021.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.