Brandes Investment Partners’s UnitedHealth UNH Stock Holding History

Brandes Investment Partners’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	$168M	Buy	621,884 +221,821	+55%	+$66.1M	1.19%	30
2025 Q4	$132M	Buy	400,063 +26,951	+7%	+$9.13M	1.01%	37
2025 Q3	$129M	Buy	373,112 +233,696	+168%	+$70.7M	1.03%	36
2025 Q2	$43.5M	Buy	139,416 +39,548	+40%	+$15.1M	0.39%	83
2025 Q1	$52.3M	Buy	+99,868	New	+$51.1M	0.53%	65

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

Brandes Investment Partners's UNH Position: Q1 2026 in Review

Brandes Investment Partners increased its UnitedHealth (UNH) stake by 55% in Q1 2026, buying an estimated $66.1M and bringing the position to 621,884 shares worth $168M. The position accounts for 1.19% of the portfolio, ranked #30.

Brandes Investment Partners first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Brandes Investment Partners held 621,884 shares of UnitedHealth worth $168M as of Q1 2026.
Brandes Investment Partners bought 221,821 UnitedHealth shares in Q1 2026, an estimated $66.1M.
UnitedHealth made up 1.19% of Brandes Investment Partners's portfolio in Q1 2026, its #30 holding.
Brandes Investment Partners first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brandes Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.