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Brinker Capital Investments’s UnitedHealth UNH Stock Holding History

Brinker Capital Investments’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 		$1.08K Buy
+4
New +$1.19K ﹤0.01% 1935

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

Brinker Capital Investments's UNH Position: Q1 2026 in Review

Brinker Capital Investments reduced its UnitedHealth (UNH) stake by 26% in Q1 2026, selling an estimated $7.22M and leaving 67,682 shares worth $18.3M. The position accounts for 0.16% of the portfolio, ranked #114.

Brinker Capital Investments first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Brinker Capital Investments held 67,682 shares of UnitedHealth worth $18.3M as of Q1 2026.
  • Brinker Capital Investments sold 24,258 UnitedHealth shares in Q1 2026, an estimated $7.22M.
  • UnitedHealth made up 0.16% of Brinker Capital Investments's portfolio in Q1 2026, its #114 holding.
  • Brinker Capital Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Brinker Capital Investments's UnitedHealth position peaked at $52.5M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.