BCB
UNH icon

Brian C. Broderick’s UnitedHealth UNH Stock Holding History

Brian C. Broderick’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 		$878K Sell
2,112
-3,174
-60% -$1.18M 0.14% 63
2026
Q1 		$1.43M Sell
5,286
-6,558
-55% -$1.95M 0.26% 57
2025
Q4 		$3.91M Sell
11,844
-7,746
-40% -$2.63M 0.74% 34
2025
Q3 		$6.76M Sell
19,590
-2,781
-12% -$841K 1.28% 28
2025
Q2 		$6.98M Sell
22,371
-376
-2% -$144K 1.38% 28
2025
Q1 		$11.9M Sell
22,747
-14
-0.1% -$7.16K 2.43% 18
2024
Q4 		$11.5M Buy
22,761
+1,264
+6% +$718K 2.26% 20
2024
Q3 		$12.6M Buy
21,497
+100
+0.5% +$56.6K 2.46% 19
2024
Q2 		$10.9M Buy
21,397
+622
+3% +$305K 2.22% 21
2024
Q1 		$10.3M Buy
20,775
+2,168
+12% +$1.1M 2.2% 22
2023
Q4 		$9.8M Buy
18,607
+713
+4% +$380K 2.45% 19
2023
Q3 		$9.02M Buy
17,894
+1,614
+10% +$794K 2.49% 19
2023
Q2 		$7.82M Buy
16,280
+689
+4% +$337K 2.06% 21
2023
Q1 		$7.37M Buy
15,591
+781
+5% +$377K 2.07% 21
2022
Q4 		$7.85M Buy
14,810
+429
+3% +$227K 2.33% 19
2022
Q3 		$7.26M Buy
14,381
+855
+6% +$450K 2.27% 19
2022
Q2 		$6.95M Sell
13,526
-10
-0.1% -$5.02K 2.11% 19
2022
Q1 		$6.9M Buy
13,536
+102
+0.8% +$49.2K 1.76% 23
2021
Q4 		$6.75M Buy
13,434
+1,225
+10% +$555K 1.62% 26
2021
Q3 		$4.77M Buy
12,209
+985
+9% +$408K 1.27% 35
2021
Q2 		$4.49M Buy
11,224
+1,037
+10% +$413K 1.19% 35
2021
Q1 		$3.79M Buy
10,187
+496
+5% +$172K 1.09% 37
2020
Q4 		$3.4M Buy
9,691
+618
+7% +$207K 1.01% 38
2020
Q3 		$2.83M Buy
9,073
+5,963
+192% +$1.83M 0.9% 38
2020
Q2 		$917K Buy
3,110
+1,637
+111% +$469K 0.31% 56
2020
Q1 		$367K Buy
+1,473
New +$405K 0.15% 62

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brian C. Broderick's UNH Position: Q2 2026 in Review

Brian C. Broderick reduced its UnitedHealth (UNH) stake by 60% in Q2 2026, selling an estimated $1.18M and leaving 2,112 shares worth $878K. The position accounts for 0.14% of the portfolio, ranked #63.

Brian C. Broderick first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.6M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brian C. Broderick held 2,112 shares of UnitedHealth worth $878K as of Q2 2026.
  • Brian C. Broderick sold 3,174 UnitedHealth shares in Q2 2026, an estimated $1.18M.
  • UnitedHealth made up 0.14% of Brian C. Broderick's portfolio in Q2 2026, its #63 holding.
  • Brian C. Broderick first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Brian C. Broderick's UnitedHealth position peaked at $12.6M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brian C. Broderick's 13F filing for Q2 2026, filed 11 Aug 2026.