Berry Wealth Group’s UnitedHealth UNH Stock Holding History

Berry Wealth 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	–	Sell	-706	Closed	-$233K	–	30
2025 Q4	$233K	Sell	706 -66	-9%	-$22.4K	0.82%	26
2025 Q3	$267K	Sell	772 -4,383	-85%	-$1.33M	0.87%	25
2025 Q2	$1.61M	Sell	5,155 -470	-8%	-$180K	1.13%	26
2025 Q1	$2.95M	Sell	5,625 -77	-1%	-$39.4K	2.3%	14
2024 Q4	$2.88M	Buy	5,702 +337	+6%	+$191K	2.08%	14
2024 Q3	$3.14M	Buy	5,365 +4,071	+315%	+$2.3M	2.25%	13
2024 Q2	$659K	Buy	1,294 +104	+9%	+$51K	0.53%	34
2024 Q1	$589K	Sell	1,190 -139	-10%	-$70.7K	0.49%	33
2023 Q4	$699K	Buy	+1,329	New	+$709K	0.64%	29

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

Berry Wealth Group's UNH Position: Q1 2026 in Review

Berry Wealth Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 706 shares — an estimated $233K sold.

Berry Wealth Group first reported a position in UNH in Q4 2023 and held it in 9 quarters. The position peaked at $3.14M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Berry Wealth Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Berry Wealth Group sold 706 UnitedHealth shares in Q1 2026, an estimated $233K.
Berry Wealth Group first reported a position in UnitedHealth in Q4 2023 and held it in 9 quarters.
Berry Wealth Group's UnitedHealth position peaked at $3.14M in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.