Brooklyn Investment Group’s UnitedHealth UNH Stock Holding History

Brooklyn Investment Group’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	$4.26M	Buy	15,733 +3,283	+26%	+$978K	0.13%	111
2025 Q4	$4.09M	Buy	12,450 +5,153	+71%	+$1.75M	0.19%	90
2025 Q3	$2.26M	Sell	7,297 -245	-3%	-$74.1K	0.3%	59
2025 Q2	$2.35M	Buy	7,542 +766	+11%	+$293K	0.31%	58
2025 Q1	$3.55M	Buy	6,776 +906	+15%	+$463K	0.77%	21
2024 Q4	$2.97M	Sell	5,870 -342	-6%	-$194K	0.88%	20
2024 Q3	$3.63M	Buy	6,212 +691	+13%	+$391K	1.2%	14
2024 Q2	$2.7M	Hold	5,521	–	–	1.16%	15
2024 Q1	$2.7M	Sell	5,521 -1,145	-17%	-$582K	1.16%	15
2023 Q4	$3.51M	Buy	+6,666	New	+$3.56M	1.67%	9

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brooklyn Investment Group's UNH Position: Q1 2026 in Review

Brooklyn Investment Group increased its UnitedHealth (UNH) stake by 26% in Q1 2026, buying an estimated $978K and bringing the position to 15,733 shares worth $4.26M. The position accounts for 0.13% of the portfolio, ranked #111.

Brooklyn Investment Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Brooklyn Investment Group held 15,733 shares of UnitedHealth worth $4.26M as of Q1 2026.
Brooklyn Investment Group bought 3,283 UnitedHealth shares in Q1 2026, an estimated $978K.
UnitedHealth made up 0.13% of Brooklyn Investment Group's portfolio in Q1 2026, its #111 holding.
Brooklyn Investment Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.