Brinker Capital Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.4M | Buy |
68,253
+571
| +0.8% | +$212K | 0.22% | 77 |
|
|
2026
Q1 | $18.3M | Sell |
67,682
-24,258
| -26% | -$7.22M | 0.16% | 114 |
|
|
2025
Q4 | $30.4M | Sell |
91,940
-5,003
| -5% | -$1.7M | 0.22% | 74 |
|
|
2025
Q3 | $33.5M | Buy |
96,943
+15,421
| +19% | +$4.66M | 0.26% | 66 |
|
|
2025
Q2 | $25.4M | Sell |
81,522
-6,551
| -7% | -$2.5M | 0.22% | 86 |
|
|
2025
Q1 | $46.1M | Buy |
88,073
+1,167
| +1% | +$597K | 0.45% | 34 |
|
|
2024
Q4 | $44M | Sell |
86,906
-2,861
| -3% | -$1.63M | 0.44% | 39 |
|
|
2024
Q3 | $52.5M | Sell |
89,767
-5,588
| -6% | -$3.16M | 0.52% | 30 |
|
|
2024
Q2 | $48.6M | Buy |
95,355
+2,126
| +2% | +$1.04M | 0.51% | 29 |
|
|
2024
Q1 | $46.1M | Buy |
93,229
+1,504
| +2% | +$765K | 0.49% | 28 |
|
|
2023
Q4 | $49.2M | Buy |
91,725
+462
| +0.5% | +$246K | 0.57% | 27 |
|
|
2023
Q3 | $46M | Buy |
91,263
+968
| +1% | +$476K | 0.56% | 27 |
|
|
2023
Q2 | $41.8M | Sell |
90,295
-356
| -0.4% | -$174K | 0.45% | 32 |
|
|
2023
Q1 | $42.8M | Buy |
90,651
+20,598
| +29% | +$9.94M | 0.53% | 30 |
|
|
2022
Q4 | $37.1M | Sell |
70,053
-2,372
| -3% | -$1.26M | 0.74% | 21 |
|
|
2022
Q3 | $36.6M | Sell |
72,425
-12,239
| -14% | -$6.44M | 0.76% | 24 |
|
|
2022
Q2 | $43.5M | Sell |
84,664
-10,316
| -11% | -$5.18M | 0.82% | 20 |
|
|
2022
Q1 | $48.4M | Buy |
94,980
+569
| +0.6% | +$274K | 0.75% | 22 |
|
|
2021
Q4 | $47.4M | Sell |
94,411
-9,278
| -9% | -$4.2M | 0.69% | 23 |
|
|
2021
Q3 | $41.5M | Sell |
103,689
-104
| -0.1% | -$43.1K | 0.66% | 27 |
|
|
2021
Q2 | $41.6M | Buy |
103,793
+4,024
| +4% | +$1.6M | 0.55% | 31 |
|
|
2021
Q1 | $37.1M | Buy |
99,769
+44,602
| +81% | +$15.5M | 0.56% | 33 |
|
|
2020
Q4 | $19.3M | Sell |
55,167
-26,235
| -32% | -$8.79M | 0.3% | 57 |
|
|
2020
Q3 | $25.4M | Buy |
81,402
+75,998
| +1,406% | +$23.3M | 0.43% | 45 |
|
|
2020
Q2 | $1.59M | Sell |
5,404
-623
| -10% | -$179K | 0.07% | 176 |
|
|
2020
Q1 | $1.5M | Sell |
6,027
-548
| -8% | -$151K | 0.07% | 175 |
|
|
2019
Q4 | $1.93M | Sell |
6,575
-74
| -1% | -$19.4K | 0.06% | 181 |
|
|
2019
Q3 | $1.45M | Sell |
6,649
-315
| -5% | -$76K | 0.05% | 203 |
|
|
2019
Q2 | $1.7M | Buy |
6,964
+269
| +4% | +$64.7K | 0.05% | 214 |
|
|
2019
Q1 | $1.66M | Sell |
6,695
-2,546
| -28% | -$649K | 0.05% | 202 |
|
|
2018
Q4 | $2.3M | Sell |
9,241
-283
| -3% | -$74.8K | 0.08% | 177 |
|
|
2018
Q3 | $2.53M | Buy |
9,524
+468
| +5% | +$122K | 0.08% | 158 |
|
|
2018
Q2 | $2.22M | Buy |
9,056
+277
| +3% | +$66.5K | 0.07% | 174 |
|
|
2018
Q1 | $1.88M | Buy |
8,779
+404
| +5% | +$92.3K | 0.06% | 177 |
|
|
2017
Q4 | $1.85M | Buy |
8,375
+171
| +2% | +$36.2K | 0.06% | 179 |
|
|
2017
Q3 | $1.61M | Buy |
8,204
+198
| +2% | +$38.3K | 0.06% | 171 |
|
|
2017
Q2 | $1.48M | Buy |
8,006
+591
| +8% | +$104K | 0.06% | 173 |
|
|
2017
Q1 | $1.22M | Sell |
7,415
-214
| -3% | -$35K | 0.05% | 186 |
|
|
2016
Q4 | $1.22M | Sell |
7,629
-47
| -0.6% | -$7.02K | 0.05% | 178 |
|
|
2016
Q3 | $1.07M | Buy |
7,676
+182
| +2% | +$25.5K | 0.04% | 176 |
|
|
2016
Q2 | $1.06M | Buy |
7,494
+149
| +2% | +$19.9K | 0.05% | 178 |
|
|
2016
Q1 | $947K | Sell |
7,345
-22
| -0.3% | -$2.6K | 0.04% | 184 |
|
|
2015
Q4 | $867K | Buy |
7,367
+85
| +1% | +$9.94K | 0.04% | 196 |
|
|
2015
Q3 | $845K | Sell |
7,282
-74
| -1% | -$8.86K | 0.04% | 192 |
|
|
2015
Q2 | $897K | Buy |
7,356
+631
| +9% | +$74.6K | 0.03% | 189 |
|
|
2015
Q1 | $796K | Buy |
6,725
+501
| +8% | +$55.6K | 0.03% | 191 |
|
|
2014
Q4 | $629K | Sell |
6,224
-525
| -8% | -$49.8K | 0.02% | 203 |
|
|
2014
Q3 | $582K | Sell |
6,749
-11
| -0.2% | -$930 | 0.02% | 198 |
|
|
2014
Q2 | $553K | Sell |
6,760
-245
| -3% | -$19.3K | 0.02% | 209 |
|
|
2014
Q1 | $574K | Sell |
7,005
-61
| -0.9% | -$4.59K | 0.02% | 202 |
|
|
2013
Q4 | $532K | Buy |
7,066
+805
| +13% | +$57.8K | 0.02% | 207 |
|
|
2013
Q3 | $448K | Buy |
6,261
+643
| +11% | +$46K | 0.02% | 204 |
|
|
2013
Q2 | $368K | Buy |
+5,618
| New | +$350K | 0.02% | 212 |
|
Other funds holding UNH
Brinker Capital Investments's UNH Position: Q2 2026 in Review
Brinker Capital Investments increased its UnitedHealth (UNH) stake by 0.84% in Q2 2026, buying an estimated $212K and bringing the position to 68,253 shares worth $28.4M. The position accounts for 0.22% of the portfolio, ranked #77.
Brinker Capital Investments first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.5M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Brinker Capital Investments held 68,253 shares of UnitedHealth worth $28.4M as of Q2 2026.
- Brinker Capital Investments bought 571 UnitedHealth shares in Q2 2026, an estimated $212K.
- UnitedHealth made up 0.22% of Brinker Capital Investments's portfolio in Q2 2026, its #77 holding.
- Brinker Capital Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- Brinker Capital Investments's UnitedHealth position peaked at $52.5M in Q3 2024.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.