Berkshire Money Management’s UnitedHealth UNH Stock Holding History

Berkshire Money 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	–	Sell	-651	Closed	-$215K	–	122
2025 Q4	$215K	Buy	+651	New	+$221K	0.02%	120
2025 Q2	–	Sell	-566	Closed	-$296K	–	158
2025 Q1	$296K	Sell	566 -20	-3%	-$10.2K	0.03%	73
2024 Q4	$296K	Buy	+586	New	+$333K	0.03%	73

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 Money Management's UNH Position: Q1 2026 in Review

Berkshire Money Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 651 shares — an estimated $215K sold.

Berkshire Money Management first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $296K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Berkshire Money Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 651 UnitedHealth shares in Q1 2026, an estimated $215K.
Berkshire Money Management first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
Berkshire Money Management's UnitedHealth position peaked at $296K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.