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UNH icon

Brio Consultants’s UnitedHealth UNH Stock Holding History

Brio Consultants’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 		$202K Sell
556
-106
-16% -$31.6K 0.02% 150
2025
Q4 		$219K Buy
662
+38
+6% +$12.9K 0.03% 137
2025
Q3 		$215K Sell
624
-20
-3% -$6.05K 0.03% 129
2025
Q2 		$201K Buy
644
+150
+30% +$57.3K 0.03% 131
2025
Q1 		$259K Buy
494
+67
+16% +$34.3K 0.04% 101
2024
Q4 		$216K Buy
+427
New +$243K 0.03% 104

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

Brio Consultants's UNH Position: Q1 2026 in Review

Brio Consultants reduced its UnitedHealth (UNH) stake by 16% in Q1 2026, selling an estimated $31.6K and leaving 556 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #150.

Brio Consultants first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $259K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Brio Consultants held 556 shares of UnitedHealth worth $202K as of Q1 2026.
  • Brio Consultants sold 106 UnitedHealth shares in Q1 2026, an estimated $31.6K.
  • UnitedHealth made up 0.02% of Brio Consultants's portfolio in Q1 2026, its #150 holding.
  • Brio Consultants first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Brio Consultants's UnitedHealth position peaked at $259K in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.