Birinyi Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $365K | Hold |
1,350
| – | – | 0.1% | 52 |
|
|
2025
Q4 | $446K | Hold |
1,350
| – | – | 0.11% | 51 |
|
|
2025
Q3 | $466K | Hold |
1,350
| – | – | 0.12% | 49 |
|
|
2025
Q2 | $421K | Hold |
1,350
| – | – | 0.12% | 48 |
|
|
2025
Q1 | $707K | Hold |
1,350
| – | – | 0.23% | 40 |
|
|
2024
Q4 | $683K | Hold |
1,350
| – | – | 0.19% | 41 |
|
|
2024
Q3 | $789K | Hold |
1,350
| – | – | 0.23% | 41 |
|
|
2024
Q2 | $688K | Sell |
1,350
-4,385
| -76% | -$2.15M | 0.21% | 42 |
|
|
2024
Q1 | $2.84M | Hold |
5,735
| – | – | 0.93% | 22 |
|
|
2023
Q4 | $3.02M | Buy |
5,735
+4,285
| +296% | +$2.29M | 1.07% | 19 |
|
|
2023
Q3 | $731K | Sell |
1,450
-250
| -15% | -$123K | 0.29% | 38 |
|
|
2023
Q2 | $817K | Sell |
1,700
-800
| -32% | -$391K | 0.3% | 38 |
|
|
2023
Q1 | $1.18M | Buy |
2,500
+1,150
| +85% | +$555K | 0.49% | 31 |
|
|
2022
Q4 | $716K | Hold |
1,350
| – | – | 0.34% | 38 |
|
|
2022
Q3 | $682K | Hold |
1,350
| – | – | 0.32% | 40 |
|
|
2022
Q2 | $693K | Hold |
1,350
| – | – | 0.31% | 37 |
|
|
2022
Q1 | $688K | Hold |
1,350
| – | – | 0.24% | 39 |
|
|
2021
Q4 | $678K | Hold |
1,350
| – | – | 0.21% | 44 |
|
|
2021
Q3 | $527K | Hold |
1,350
| – | – | 0.18% | 50 |
|
|
2021
Q2 | $541K | Sell |
1,350
-200
| -13% | -$79.7K | 0.19% | 50 |
|
|
2021
Q1 | $577K | Sell |
1,550
-350
| -18% | -$121K | 0.22% | 48 |
|
|
2020
Q4 | $666K | Buy |
1,900
+350
| +23% | +$117K | 0.25% | 44 |
|
|
2020
Q3 | $483K | Hold |
1,550
| – | – | 0.2% | 49 |
|
|
2020
Q2 | $457K | Hold |
1,550
| – | – | 0.23% | 48 |
|
|
2020
Q1 | $387K | Sell |
1,550
-20
| -1% | -$5.5K | 0.21% | 52 |
|
|
2019
Q4 | $462K | Sell |
1,570
-4,130
| -72% | -$1.08M | 0.19% | 58 |
|
|
2019
Q3 | $1.24M | Buy |
5,700
+50
| +0.9% | +$12.1K | 0.54% | 36 |
|
|
2019
Q2 | $1.38M | Sell |
5,650
-8,150
| -59% | -$1.96M | 0.58% | 35 |
|
|
2019
Q1 | $3.41M | Buy |
13,800
+8,300
| +151% | +$2.12M | 1.46% | 16 |
|
|
2018
Q4 | $1.37M | Buy |
5,500
+2,750
| +100% | +$726K | 0.68% | 31 |
|
|
2018
Q3 | $732K | Buy |
2,750
+250
| +10% | +$65K | 0.26% | 48 |
|
|
2018
Q2 | $613K | Sell |
2,500
-27
| -1% | -$6.48K | 0.24% | 50 |
|
|
2018
Q1 | $555K | Buy |
2,527
+277
| +12% | +$63.3K | 0.23% | 60 |
|
|
2017
Q4 | $496K | Buy |
2,250
+500
| +29% | +$106K | 0.22% | 61 |
|
|
2017
Q3 | $343K | Hold |
1,750
| – | – | 0.16% | 73 |
|
|
2017
Q2 | $324K | Sell |
1,750
-250
| -13% | -$43.8K | 0.15% | 77 |
|
|
2017
Q1 | $328K | Sell |
2,000
-150
| -7% | -$24.6K | 0.16% | 74 |
|
|
2016
Q4 | $344K | Sell |
2,150
-1,800
| -46% | -$269K | 0.19% | 75 |
|
|
2016
Q3 | $553K | Buy |
+3,950
| New | +$553K | 0.3% | 57 |
|
Other funds holding UNH
VCM
VPM
Birinyi Associates's UNH Position: Q1 2026 in Review
Birinyi Associates held its UnitedHealth (UNH) position steady in Q1 2026 at 1,350 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #52.
Birinyi Associates first reported a position in UNH in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.41M in Q1 2019. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Birinyi Associates held 1,350 shares of UnitedHealth worth $365K as of Q1 2026.
- Birinyi Associates left its UnitedHealth share count unchanged in Q1 2026.
- UnitedHealth made up 0.1% of Birinyi Associates's portfolio in Q1 2026, its #52 holding.
- Birinyi Associates first reported a position in UnitedHealth in Q3 2016 and has held it in 39 quarters since.
- Birinyi Associates's UnitedHealth position peaked at $3.41M in Q1 2019.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.