Brand Asset Management Group’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 | $692K | Buy |
2,558
+20
| +0.8% | +$5.96K | 0.18% | 82 |
|
|
2025
Q4 | $838K | Sell |
2,538
-145
| -5% | -$49.1K | 0.23% | 57 |
|
|
2025
Q3 | $926K | Sell |
2,683
-4
| -0.1% | -$1.21K | 0.26% | 57 |
|
|
2025
Q2 | $838K | Sell |
2,687
-67
| -2% | -$25.6K | 0.31% | 39 |
|
|
2025
Q1 | $1.44M | Sell |
2,754
-80
| -3% | -$40.9K | 0.6% | 32 |
|
|
2024
Q4 | $1.43M | Sell |
2,834
-136
| -5% | -$77.3K | 0.58% | 31 |
|
|
2024
Q3 | $1.74M | Sell |
2,970
-166
| -5% | -$93.9K | 0.68% | 29 |
|
|
2024
Q2 | $1.6M | Sell |
3,136
-30
| -0.9% | -$14.7K | 0.67% | 28 |
|
|
2024
Q1 | $1.57M | Buy |
3,166
+4
| +0.1% | +$2.03K | 0.67% | 28 |
|
|
2023
Q4 | $1.66M | Buy |
3,162
+109
| +4% | +$58.1K | 0.76% | 28 |
|
|
2023
Q3 | $1.54M | Sell |
3,053
-4
| -0.1% | -$1.97K | 0.79% | 27 |
|
|
2023
Q2 | $1.47M | Buy |
3,057
+1
| +0% | +$489 | 0.7% | 28 |
|
|
2023
Q1 | $1.44M | Sell |
3,056
-131
| -4% | -$63.2K | 0.73% | 28 |
|
|
2022
Q4 | $1.69M | Buy |
3,187
+1
| +0% | +$530 | 0.85% | 26 |
|
|
2022
Q3 | $1.61M | Sell |
3,186
-255
| -7% | -$134K | 0.89% | 25 |
|
|
2022
Q2 | $1.77M | Buy |
3,441
+1
| +0% | +$502 | 0.9% | 25 |
|
|
2022
Q1 | $1.75M | Hold |
3,440
| – | – | 0.77% | 29 |
|
|
2021
Q4 | $1.73M | Sell |
3,440
-143
| -4% | -$64.7K | 0.78% | 28 |
|
|
2021
Q3 | $1.4M | Sell |
3,583
-42
| -1% | -$17.4K | 0.68% | 30 |
|
|
2021
Q2 | $1.45M | Sell |
3,625
-55
| -1% | -$21.9K | 0.71% | 29 |
|
|
2021
Q1 | $1.37M | Sell |
3,680
-219
| -6% | -$75.9K | 0.7% | 32 |
|
|
2020
Q4 | $1.37M | Sell |
3,899
-708
| -15% | -$237K | 0.77% | 30 |
|
|
2020
Q3 | $1.44M | Sell |
4,607
-592
| -11% | -$182K | 0.9% | 27 |
|
|
2020
Q2 | $1.53M | Sell |
5,199
-134
| -3% | -$38.4K | 0.98% | 22 |
|
|
2020
Q1 | $1.33M | Sell |
5,333
-70
| -1% | -$19.3K | 0.98% | 24 |
|
|
2019
Q4 | $1.59M | Sell |
5,403
-339
| -6% | -$88.7K | 1.01% | 22 |
|
|
2019
Q3 | $1.25M | Sell |
5,742
-406
| -7% | -$98K | 0.83% | 25 |
|
|
2019
Q2 | $1.5M | Sell |
6,148
-99
| -2% | -$23.8K | 0.98% | 22 |
|
|
2019
Q1 | $1.54M | Buy |
6,247
+24
| +0.4% | +$6.12K | 1.05% | 23 |
|
|
2018
Q4 | $1.55M | Sell |
6,223
-319
| -5% | -$84.3K | 1.23% | 20 |
|
|
2018
Q3 | $1.74M | Buy |
6,542
+3,200
| +96% | +$832K | 1.28% | 18 |
|
|
2018
Q2 | $820K | Buy |
+3,342
| New | +$802K | 0.63% | 29 |
|
Other funds holding UNH
VCM
VPM
Brand Asset Management Group's UNH Position: Q1 2026 in Review
Brand Asset Management Group increased its UnitedHealth (UNH) stake by 0.79% in Q1 2026, buying an estimated $5.96K and bringing the position to 2,558 shares worth $692K. The position accounts for 0.18% of the portfolio, ranked #82.
Brand Asset Management Group first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.77M in Q2 2022. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Brand Asset Management Group held 2,558 shares of UnitedHealth worth $692K as of Q1 2026.
- Brand Asset Management Group bought 20 UnitedHealth shares in Q1 2026, an estimated $5.96K.
- UnitedHealth made up 0.18% of Brand Asset Management Group's portfolio in Q1 2026, its #82 holding.
- Brand Asset Management Group first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
- Brand Asset Management Group's UnitedHealth position peaked at $1.77M in Q2 2022.
- 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Brand Asset Management Group's 13F filing for Q1 2026, filed 11 May 2026.