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Bryn Mawr Capital Management’s UnitedHealth UNH Stock Holding History

Bryn Mawr Capital 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 		$6.98M Sell
25,781
-2,008
-7% -$598K 0.34% 76
2025
Q4 		$9.17M Sell
27,789
-3,211
-10% -$1.09M 0.44% 57
2025
Q3 		$10.7M Buy
31,000
+2,211
+8% +$669K 0.53% 52
2025
Q2 		$8.98M Sell
28,789
-1,460
-5% -$558K 0.49% 55
2025
Q1 		$15.8M Sell
30,249
-3,594
-11% -$1.84M 0.95% 22
2024
Q4 		$17.1M Sell
33,843
-4,412
-12% -$2.51M 0.92% 19
2024
Q3 		$22.4M Sell
38,255
-1,546
-4% -$874K 1.21% 15
2024
Q2 		$20.3M Buy
39,801
+1,202
+3% +$589K 1.12% 17
2024
Q1 		$19.1M Buy
38,599
+993
+3% +$505K 1.08% 19
2023
Q4 		$19.8M Buy
37,606
+2,519
+7% +$1.34M 1.23% 16
2023
Q3 		$17.7M Buy
35,087
+5,392
+18% +$2.65M 1.16% 17
2023
Q2 		$14.3M Sell
29,695
-120
-0.4% -$58.7K 1.34% 14
2023
Q1 		$14.1M Buy
29,815
+349
+1% +$168K 1.47% 14
2022
Q4 		$15.6M Buy
29,466
+17,769
+152% +$9.41M 1.69% 12
2022
Q3 		$5.91M Sell
11,697
-144
-1% -$75.7K 2.09% 8
2022
Q2 		$6.08M Sell
11,841
-1,707
-13% -$857K 2% 8
2022
Q1 		$6.91M Buy
13,548
+8,881
+190% +$4.28M 1.93% 8
2021
Q4 		$2.34M Sell
4,667
-224
-5% -$101K 0.89% 23
2021
Q3 		$1.91M Buy
4,891
+134
+3% +$55.5K 0.87% 24
2021
Q2 		$1.91M Sell
4,757
-354
-7% -$141K 0.86% 24
2021
Q1 		$1.9M Buy
5,111
+67
+1% +$23.2K 0.93% 21
2020
Q4 		$1.77M Sell
5,044
-346
-6% -$116K 0.87% 21
2020
Q3 		$1.68M Buy
+5,390
New +$1.66M 0.98% 20
2018
Q1 		– Sell
-3,519
Closed -$689K – 93
2017
Q4 		$689K Hold
3,519
– – 0.9% 24
2017
Q3 		$689K Buy
3,519
+45
+1% +$8.69K 0.72% 27
2017
Q2 		$644K Sell
3,474
-244
-7% -$42.8K 0.73% 26
2017
Q1 		$610K Sell
3,718
-7,080
-66% -$1.16M 0.63% 31
2016
Q4 		$1.73M Buy
+10,798
New +$1.61M 1.76% 13

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

Bryn Mawr Capital Management's UNH Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its UnitedHealth (UNH) stake by 7.2% in Q1 2026, selling an estimated $598K and leaving 25,781 shares worth $6.98M. The position accounts for 0.34% of the portfolio, ranked #76.

Bryn Mawr Capital Management first reported a position in UNH in Q4 2016 and has held it in 28 quarters since. The position peaked at $22.4M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bryn Mawr Capital Management held 25,781 shares of UnitedHealth worth $6.98M as of Q1 2026.
  • Bryn Mawr Capital Management sold 2,008 UnitedHealth shares in Q1 2026, an estimated $598K.
  • UnitedHealth made up 0.34% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #76 holding.
  • Bryn Mawr Capital Management first reported a position in UnitedHealth in Q4 2016 and has held it in 28 quarters since.
  • Bryn Mawr Capital Management's UnitedHealth position peaked at $22.4M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.