Berkshire Asset Management’s UnitedHealth UNH Stock Holding History

Berkshire Asset 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 Q1	$1.96M	Sell	7,253 -245	-3%	-$73K	0.08%	101
2025 Q4	$2.48M	Sell	7,498 -929	-11%	-$315K	0.11%	93
2025 Q3	$2.91M	Sell	8,427 -68	-0.8%	-$20.6K	0.12%	95
2025 Q2	$2.65M	Sell	8,495 -399	-4%	-$152K	0.12%	96
2025 Q1	$3.45M	Sell	8,894 -431	-5%	-$220K	0.17%	74
2024 Q4	$4.97M	Sell	9,325 -588	-6%	-$334K	0.23%	64
2024 Q3	$5.05M	Hold	9,913	–	–	0.26%	62
2024 Q2	$5.05M	Buy	9,913 +401	+4%	+$197K	0.25%	63
2024 Q1	$4.71M	Sell	9,512 -82	-0.9%	-$41.7K	0.25%	62
2023 Q4	$5.05M	Sell	9,594 -103	-1%	-$54.9K	0.29%	59
2023 Q3	$4.89M	Sell	9,697 -114	-1%	-$56.1K	0.3%	58
2023 Q2	$4.72M	Buy	9,811 +112	+1%	+$54.8K	0.28%	58
2023 Q1	$4.58M	Buy	+9,699	New	+$4.68M	0.28%	56
2022 Q4	–	Sell	-9,486	Closed	-$4.79M	–	208
2022 Q3	$4.79M	Sell	9,486 -807	-8%	-$424K	0.34%	55
2022 Q2	$5.29M	Sell	10,293 -974	-9%	-$489K	0.35%	55
2022 Q1	$5.75M	Sell	11,267 -276	-2%	-$133K	0.36%	52
2021 Q4	$5.8M	Sell	11,543 -1,617	-12%	-$732K	0.35%	53
2021 Q3	$5.14M	Buy	13,160 +782	+6%	+$324K	0.34%	53
2021 Q2	$4.96M	Buy	12,378 +2,435	+24%	+$971K	0.33%	53
2021 Q1	$3.7M	Sell	9,943 -4,119	-29%	-$1.43M	0.27%	56
2020 Q4	$4.93M	Buy	14,062 +5,313	+61%	+$1.78M	0.38%	50
2020 Q3	$2.73M	Sell	8,749 -296	-3%	-$90.9K	0.26%	51
2020 Q2	$2.67M	Sell	9,045 -5,060	-36%	-$1.45M	0.25%	53
2020 Q1	$3.52M	Buy	14,105 +4,147	+42%	+$1.14M	0.37%	51
2019 Q4	$2.93M	Sell	9,958 -1,403	-12%	-$367K	0.25%	58
2019 Q3	$2.47M	Buy	11,361 +475	+4%	+$115K	0.21%	68
2019 Q2	$2.66M	Buy	10,886 +544	+5%	+$131K	0.22%	72
2019 Q1	$2.56M	Sell	10,342 -710	-6%	-$181K	0.22%	77
2018 Q4	$2.75M	Sell	11,052 -689	-6%	-$182K	0.26%	68
2018 Q3	$3.12M	Sell	11,741 -65	-0.6%	-$16.9K	0.26%	67
2018 Q2	$2.9M	Buy	11,806 +113	+1%	+$27.1K	0.27%	64
2018 Q1	$2.5M	Buy	11,693 +1,628	+16%	+$372K	0.24%	72
2017 Q4	$2.22M	Buy	10,065 +2,826	+39%	+$599K	0.22%	76
2017 Q3	$1.42M	Sell	7,239 -211	-3%	-$40.8K	0.16%	83
2017 Q2	$1.38M	Sell	7,450 -50	-0.7%	-$8.77K	0.16%	86
2017 Q1	$1.23M	Sell	7,500 -305	-4%	-$50K	0.15%	88
2016 Q4	$1.25M	Sell	7,805 -416	-5%	-$62.1K	0.16%	83
2016 Q3	$1.15M	Sell	8,221 -2,480	-23%	-$347K	0.17%	88
2016 Q2	$1.51M	Buy	10,701 +4,338	+68%	+$578K	0.23%	73
2016 Q1	$820K	Sell	6,363 -804	-11%	-$95.1K	0.13%	88
2015 Q4	$843K	Sell	7,167 -20	-0.3%	-$2.34K	0.14%	87
2015 Q3	$834K	Sell	7,187 -13	-0.2%	-$1.56K	0.15%	88
2015 Q2	$878K	Buy	7,200 +123	+2%	+$14.6K	0.15%	89
2015 Q1	$837K	Sell	7,077 -543	-7%	-$60.3K	0.14%	91
2014 Q4	$770K	Hold	7,620	–	–	0.13%	91
2014 Q3	$657K	Hold	7,620	–	–	0.12%	98
2014 Q2	$623K	Buy	7,620 +500	+7%	+$39.3K	0.12%	97
2014 Q1	$584K	Hold	7,120	–	–	0.11%	97
2013 Q4	$536K	Buy	+7,120	New	+$511K	0.1%	107

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkshire Asset Management's UNH Position: Q1 2026 in Review

Berkshire Asset Management reduced its UnitedHealth (UNH) stake by 3.3% in Q1 2026, selling an estimated $73K and leaving 7,253 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #101.

Berkshire Asset Management first reported a position in UNH in Q4 2013 and has held it in 49 quarters since. The position peaked at $5.8M in Q4 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Berkshire Asset Management held 7,253 shares of UnitedHealth worth $1.96M as of Q1 2026.
Berkshire Asset Management sold 245 UnitedHealth shares in Q1 2026, an estimated $73K.
UnitedHealth made up 0.08% of Berkshire Asset Management's portfolio in Q1 2026, its #101 holding.
Berkshire Asset Management first reported a position in UnitedHealth in Q4 2013 and has held it in 49 quarters since.
Berkshire Asset Management's UnitedHealth position peaked at $5.8M in Q4 2021.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.