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Brentview Investment Management’s UnitedHealth UNH Stock Holding History

Brentview Investment Management’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
-11,596
Closed -$3.83M – 68
2025
Q4 		$3.83M Sell
11,596
-86
-0.7% -$29.1K 1.73% 34
2025
Q3 		$4.03M Buy
11,682
+426
+4% +$129K 1.84% 29
2025
Q2 		$3.51M Sell
11,256
-217
-2% -$82.9K 1.77% 31
2025
Q1 		$6.01M Buy
11,473
+672
+6% +$344K 3.2% 7
2024
Q4 		$5.46M Buy
+10,801
New +$6.14M 3.1% 8

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brentview Investment Management's UNH Position: Q1 2026 in Review

Brentview Investment Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 11,596 shares — an estimated $3.83M sold.

Brentview Investment Management first reported a position in UNH in Q4 2024 and held it in 5 quarters. The position peaked at $6.01M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Brentview Investment Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Brentview Investment Management sold 11,596 UnitedHealth shares in Q1 2026, an estimated $3.83M.
  • Brentview Investment Management first reported a position in UnitedHealth in Q4 2024 and held it in 5 quarters.
  • Brentview Investment Management's UnitedHealth position peaked at $6.01M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.