B
UNH icon

Bensler’s UnitedHealth UNH Stock Holding History

Bensler’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 		– Sell
-18,077
Closed -$5.97M – 204
2025
Q4 		$5.97M Sell
18,077
-158
-0.9% -$53.5K 0.6% 54
2025
Q3 		$6.3M Buy
18,235
+1,422
+8% +$430K 0.65% 48
2025
Q2 		$5.25M Buy
16,813
+9,868
+142% +$3.77M 0.59% 51
2025
Q1 		$3.64M Buy
6,945
+22
+0.3% +$11.2K 0.46% 58
2024
Q4 		$3.5M Sell
6,923
-155
-2% -$88.1K 0.42% 61
2024
Q3 		$4.14M Sell
7,078
-67
-0.9% -$37.9K 0.52% 56
2024
Q2 		$3.64M Sell
7,145
-114
-2% -$55.9K 0.49% 57
2024
Q1 		$3.59M Sell
7,259
-54
-0.7% -$27.5K 0.52% 58
2023
Q4 		$3.85M Buy
7,313
+20
+0.3% +$10.7K 0.64% 51
2023
Q3 		$3.68M Buy
7,293
+19
+0.3% +$9.35K 0.71% 46
2023
Q2 		$3.5M Sell
7,274
-246
-3% -$120K 0.66% 50
2023
Q1 		$3.55M Sell
7,520
-224
-3% -$108K 0.72% 48
2022
Q4 		$4.11M Buy
7,744
+89
+1% +$47.1K 0.91% 37
2022
Q3 		$3.87M Buy
7,655
+111
+1% +$58.4K 0.92% 33
2022
Q2 		$3.87M Buy
7,544
+126
+2% +$63.3K 0.92% 34
2022
Q1 		$3.78M Buy
7,418
+138
+2% +$66.6K 0.8% 41
2021
Q4 		$3.66M Buy
+7,280
New +$3.3M 1.02% 35

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

Bensler's UNH Position: Q1 2026 in Review

Bensler sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 18,077 shares — an estimated $5.97M sold.

Bensler first reported a position in UNH in Q4 2021 and held it in 17 quarters. The position peaked at $6.3M in Q3 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bensler reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Bensler sold 18,077 UnitedHealth shares in Q1 2026, an estimated $5.97M.
  • Bensler first reported a position in UnitedHealth in Q4 2021 and held it in 17 quarters.
  • Bensler's UnitedHealth position peaked at $6.3M in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bensler's 13F filing for Q1 2026, filed 4 May 2026.