Berbice Capital Management’s UnitedHealth UNH Stock Holding History

Berbice Capital Management’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 Q2	$44.1K	Hold	106	–	–	0.02%	65
2026 Q1	$35K	Sell	106 -1,000	-90%	-$298K	0.02%	95
2025 Q4	$365K	Hold	1,106	–	–	0.22%	40
2025 Q3	$382K	Sell	1,106 -524	-32%	-$158K	0.24%	39
2025 Q2	$509K	Sell	1,630 -4,000	-71%	-$1.53M	0.36%	29
2025 Q1	$2.95M	Sell	5,630 -1,371	-20%	-$701K	2.54%	13
2024 Q4	$3.54M	Buy	+7,001	New	+$3.98M	2.84%	13

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Berbice Capital Management's UNH Position: Q2 2026 in Review

Berbice Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 106 shares worth $44.1K. The position accounts for 0.02% of the portfolio, ranked #65.

Berbice Capital Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.54M in Q4 2024. 1,666 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Berbice Capital Management held 106 shares of UnitedHealth worth $44.1K as of Q2 2026.
Berbice Capital Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.02% of Berbice Capital Management's portfolio in Q2 2026, its #65 holding.
Berbice Capital Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Berbice Capital Management's UnitedHealth position peaked at $3.54M in Q4 2024.
1,666 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.