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 Q2	$236K	Buy	+567	New	+$210K	0.76%	27
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Berry Wealth Group's UNH Position: Q2 2026 in Review

Berry Wealth Group opened a new position in UnitedHealth (UNH) in Q2 2026: 567 shares worth $236K. The stake represents 0.76% of the portfolio and ranks #27 among its holdings. This is a return to the name: Berry Wealth Group previously reported a position in UNH as recently as Q4 2025.

Berry Wealth Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.14M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Berry Wealth Group held 567 shares of UnitedHealth worth $236K as of Q2 2026.
UnitedHealth was a new Berry Wealth Group position in Q2 2026.
UnitedHealth made up 0.76% of Berry Wealth Group's portfolio in Q2 2026, its #27 holding.
Berry Wealth Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Berry Wealth Group's UnitedHealth position peaked at $3.14M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.