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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
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 $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

Brian C. Broderick's UNH Position: Q1 2026 in Review

Brian C. Broderick reduced its UnitedHealth (UNH) stake by 55% in Q1 2026, selling an estimated $1.95M and leaving 5,286 shares worth $1.43M. The position accounts for 0.26% of the portfolio, ranked #57.

Brian C. Broderick first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.6M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Brian C. Broderick held 5,286 shares of UnitedHealth worth $1.43M as of Q1 2026.
  • Brian C. Broderick sold 6,558 UnitedHealth shares in Q1 2026, an estimated $1.95M.
  • UnitedHealth made up 0.26% of Brian C. Broderick's portfolio in Q1 2026, its #57 holding.
  • Brian C. Broderick first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Brian C. Broderick's UnitedHealth position peaked at $12.6M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.