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Berman McAleer’s UnitedHealth UNH Stock Holding History

Berman McAleer’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 		$325K Sell
783
-99
-11% -$36.7K 0.04% 129
2026
Q1 		$239K Sell
882
-9
-1% -$2.68K 0.03% 140
2025
Q4 		$294K Buy
891
+9
+1% +$3.05K 0.04% 128
2025
Q3 		$305K Buy
+882
New +$267K 0.04% 124

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Berman McAleer's UNH Position: Q2 2026 in Review

Berman McAleer reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $36.7K and leaving 783 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #129.

Berman McAleer first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Berman McAleer held 783 shares of UnitedHealth worth $325K as of Q2 2026.
  • Berman McAleer sold 99 UnitedHealth shares in Q2 2026, an estimated $36.7K.
  • UnitedHealth made up 0.04% of Berman McAleer's portfolio in Q2 2026, its #129 holding.
  • Berman McAleer first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.