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Berkshire Bank’s UnitedHealth UNH Stock Holding History

Berkshire Bank’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
2025
Q2 		– Sell
-5,982
Closed -$3.13M – 164
2025
Q1 		$3.13M Sell
5,982
-723
-11% -$370K 0.76% 34
2024
Q4 		$3.39M Sell
6,705
-21
-0.3% -$11.9K 0.79% 30
2024
Q3 		$3.93M Buy
6,726
+400
+6% +$226K 0.92% 28
2024
Q2 		$3.22M Sell
6,326
-395
-6% -$194K 0.81% 31
2024
Q1 		$3.32M Sell
6,721
-86
-1% -$43.7K 0.83% 30
2023
Q4 		$3.58M Sell
6,807
-107
-2% -$57.1K 0.95% 28
2023
Q3 		$3.49M Buy
6,914
+5
+0.1% +$2.46K 1% 26
2023
Q2 		$3.32M Buy
6,909
+20
+0.3% +$9.78K 0.92% 29
2023
Q1 		$3.26M Buy
6,889
+94
+1% +$45.4K 0.97% 26
2022
Q4 		$3.6M Sell
6,795
-340
-5% -$180K 1.1% 25
2022
Q3 		$3.6M Buy
7,135
+25
+0.4% +$13.1K 1.1% 25
2022
Q2 		$3.65M Buy
7,110
+163
+2% +$81.9K 1.06% 28
2022
Q1 		$3.54M Buy
6,947
+1,049
+18% +$506K 0.84% 34
2021
Q4 		$2.96M Buy
5,898
+2,363
+67% +$1.07M 0.66% 39
2021
Q3 		$1.38M Buy
3,535
+276
+8% +$114K 0.34% 59
2021
Q2 		$1.3M Buy
3,259
+1,395
+75% +$556K 0.32% 63
2021
Q1 		$694K Sell
1,864
-2
-0.1% -$693 0.17% 85
2020
Q4 		$655K Sell
1,866
-10
-0.5% -$3.35K 0.16% 84
2020
Q3 		$584K Buy
+1,876
New +$576K 0.16% 88

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berkshire Bank's UNH Position: Q2 2025 in Review

Berkshire Bank sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 5,982 shares — an estimated $3.13M sold.

Berkshire Bank first reported a position in UNH in Q3 2020 and held it in 19 quarters. The position peaked at $3.93M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Berkshire Bank reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Berkshire Bank sold 5,982 UnitedHealth shares in Q2 2025, an estimated $3.13M.
  • Berkshire Bank first reported a position in UnitedHealth in Q3 2020 and held it in 19 quarters.
  • Berkshire Bank's UnitedHealth position peaked at $3.93M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Berkshire Bank's 13F filing for Q2 2025, filed 9 Jul 2025.