BFG
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Berger Financial Group’s UnitedHealth UNH Stock Holding History

Berger Financial Group’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 		$3.16M Sell
11,694
-170
-1% -$50.6K 0.18% 107
2025
Q4 		$3.92M Sell
11,864
-2,659
-18% -$901K 0.23% 98
2025
Q3 		$5.01M Buy
+14,523
New +$4.39M 0.3% 78
2025
Q2 		– Sell
-14,283
Closed -$5.46M – 393
2025
Q1 		$7.48M Sell
14,283
-10,334
-42% -$5.28M 0.52% 41
2024
Q4 		$12.5M Buy
24,617
+12
+0% +$6.82K 0.86% 28
2024
Q3 		$14.4M Buy
24,605
+3,052
+14% +$1.73M 1.04% 21
2024
Q2 		$11M Buy
21,553
+9
+0% +$4.41K 0.87% 29
2024
Q1 		$10.7M Buy
21,544
+750
+4% +$381K 0.88% 26
2023
Q4 		$10.9M Sell
20,794
-312
-1% -$166K 1.13% 18
2023
Q3 		$10.6M Sell
21,106
-8
-0% -$3.94K 1.22% 17
2023
Q2 		$10.1M Sell
21,114
-168
-0.8% -$82.1K 1.15% 18
2023
Q1 		$10.1M Buy
21,282
+726
+4% +$350K 1.21% 17
2022
Q4 		$10.9M Buy
20,556
+299
+1% +$158K 1.44% 14
2022
Q3 		$10.2M Buy
20,257
+847
+4% +$445K 1.5% 14
2022
Q2 		$9.97M Buy
19,410
+805
+4% +$404K 1.46% 17
2022
Q1 		$9.49M Buy
18,605
+9,802
+111% +$4.73M 1.21% 18
2021
Q4 		$4.42M Buy
8,803
+4,675
+113% +$2.12M 0.59% 58
2021
Q3 		$1.61M Sell
4,128
-6
-0.1% -$2.48K 0.29% 70
2021
Q2 		$1.66M Buy
4,134
+43
+1% +$17.1K 0.3% 69
2021
Q1 		$1.52M Sell
4,091
-140
-3% -$48.5K 0.33% 66
2020
Q4 		$1.48M Buy
+4,231
New +$1.42M 0.26% 86

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

Berger Financial Group's UNH Position: Q1 2026 in Review

Berger Financial Group reduced its UnitedHealth (UNH) stake by 1.4% in Q1 2026, selling an estimated $50.6K and leaving 11,694 shares worth $3.16M. The position accounts for 0.18% of the portfolio, ranked #107.

Berger Financial Group first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.4M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Berger Financial Group held 11,694 shares of UnitedHealth worth $3.16M as of Q1 2026.
  • Berger Financial Group sold 170 UnitedHealth shares in Q1 2026, an estimated $50.6K.
  • UnitedHealth made up 0.18% of Berger Financial Group's portfolio in Q1 2026, its #107 holding.
  • Berger Financial Group first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • Berger Financial Group's UnitedHealth position peaked at $14.4M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.