BFM
UNH icon

Brooklands Fund Management’s UnitedHealth UNH Stock Holding History

Brooklands Fund Management’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 		– Sell
-3
Closed -$19.2K – 106
2025
Q4 		$19.2K Sell
3
-13,103
-100% -$4.44M 0.01% 73
2025
Q3 		$4.53M Buy
13,106
+1,446
+12% +$437K 5.62% 7
2025
Q2 		$3.63M Buy
11,660
+3,150
+37% +$1.2M 3.04% 12
2025
Q1 		$4.45M Buy
8,510
+2,185
+35% +$1.12M 2.78% 9
2024
Q4 		$3.2M Buy
+6,325
New +$3.59M 3.68% 9

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

Brooklands Fund Management's UNH Position: Q1 2026 in Review

Brooklands Fund Management increased its UnitedHealth (UNH) stake by 0.07% in Q1 2026, buying an estimated $3.87K and bringing the position to 18,218 shares worth $4.94M. The position accounts for 5.56% of the portfolio, ranked #6.

Brooklands Fund Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.22M in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Brooklands Fund Management held 18,218 shares of UnitedHealth worth $4.94M as of Q1 2026.
  • Brooklands Fund Management bought 13 UnitedHealth shares in Q1 2026, an estimated $3.87K.
  • UnitedHealth made up 5.56% of Brooklands Fund Management's portfolio in Q1 2026, its #6 holding.
  • Brooklands Fund Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Brooklands Fund Management's UnitedHealth position peaked at $5.22M in Q4 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brooklands Fund Management's 13F filing for Q1 2026, filed 14 May 2026.