Neuberger Berman Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210M | Buy |
777,966
+37,334
| +5% | +$11.1M | 0.16% | 136 |
|
|
2025
Q4 | $245M | Buy |
740,632
+13,175
| +2% | +$4.46M | 0.18% | 119 |
|
|
2025
Q3 | $251M | Sell |
727,457
-620,828
| -46% | -$188M | 0.18% | 108 |
|
|
2025
Q2 | $421M | Buy |
1,348,285
+479,160
| +55% | +$183M | 0.32% | 59 |
|
|
2025
Q1 | $455M | Sell |
869,125
-388,165
| -31% | -$198M | 0.38% | 52 |
|
|
2024
Q4 | $636M | Sell |
1,257,290
-27,109
| -2% | -$15.4M | 0.5% | 31 |
|
|
2024
Q3 | $751M | Buy |
1,284,399
+411,186
| +47% | +$233M | 0.59% | 29 |
|
|
2024
Q2 | $445M | Sell |
873,213
-102,971
| -11% | -$50.5M | 0.37% | 53 |
|
|
2024
Q1 | $483M | Sell |
976,184
-638,817
| -40% | -$325M | 0.4% | 48 |
|
|
2023
Q4 | $850M | Buy |
1,615,001
+438,647
| +37% | +$234M | 0.74% | 12 |
|
|
2023
Q3 | $593M | Buy |
1,176,354
+21,911
| +2% | +$10.8M | 0.54% | 31 |
|
|
2023
Q2 | $555M | Buy |
1,154,443
+37,495
| +3% | +$18.3M | 0.5% | 35 |
|
|
2023
Q1 | $528M | Buy |
1,116,948
+157,401
| +16% | +$76M | 0.49% | 36 |
|
|
2022
Q4 | $509M | Buy |
959,547
+4,517
| +0.5% | +$2.39M | 0.5% | 35 |
|
|
2022
Q3 | $483M | Sell |
955,030
-203,204
| -18% | -$107M | 0.5% | 30 |
|
|
2022
Q2 | $595M | Sell |
1,158,234
-91,898
| -7% | -$46.2M | 0.6% | 18 |
|
|
2022
Q1 | $638M | Sell |
1,250,132
-7,413
| -0.6% | -$3.58M | 0.54% | 22 |
|
|
2021
Q4 | $621M | Buy |
1,257,545
+161,606
| +15% | +$73.2M | 0.49% | 31 |
|
|
2021
Q3 | $421M | Buy |
1,095,939
+108,168
| +11% | +$44.8M | 0.37% | 52 |
|
|
2021
Q2 | $389M | Buy |
987,771
+18,663
| +2% | +$7.44M | 0.34% | 57 |
|
|
2021
Q1 | $359M | Buy |
969,108
+10,099
| +1% | +$3.5M | 0.34% | 50 |
|
|
2020
Q4 | $336M | Sell |
959,009
-7,190
| -0.7% | -$2.41M | 0.35% | 59 |
|
|
2020
Q3 | $301M | Buy |
966,199
+25,098
| +3% | +$7.71M | 0.36% | 66 |
|
|
2020
Q2 | $277M | Buy |
941,101
+25,150
| +3% | +$7.21M | 0.34% | 73 |
|
|
2020
Q1 | $228M | Buy |
915,951
+342,681
| +60% | +$94.3M | 0.35% | 72 |
|
|
2019
Q4 | $169M | Sell |
573,270
-60,027
| -9% | -$15.7M | 0.2% | 146 |
|
|
2019
Q3 | $138M | Buy |
633,297
+4,836
| +0.8% | +$1.17M | 0.17% | 177 |
|
|
2019
Q2 | $153M | Sell |
628,461
-76,801
| -11% | -$18.5M | 0.18% | 152 |
|
|
2019
Q1 | $174M | Sell |
705,262
-119,630
| -15% | -$30.5M | 0.21% | 132 |
|
|
2018
Q4 | $205M | Sell |
824,892
-104,094
| -11% | -$27.5M | 0.29% | 83 |
|
|
2018
Q3 | $247M | Sell |
928,986
-29,406
| -3% | -$7.65M | 0.28% | 87 |
|
|
2018
Q2 | $235M | Buy |
958,392
+30,006
| +3% | +$7.2M | 0.26% | 93 |
|
|
2018
Q1 | $199M | Sell |
928,386
-84,666
| -8% | -$19.3M | 0.23% | 123 |
|
|
2017
Q4 | $224M | Sell |
1,013,052
-69,421
| -6% | -$14.7M | 0.26% | 104 |
|
|
2017
Q3 | $212M | Sell |
1,082,473
-26,372
| -2% | -$5.09M | 0.27% | 106 |
|
|
2017
Q2 | $206M | Buy |
1,108,845
+5,755
| +0.5% | +$1.01M | 0.26% | 100 |
|
|
2017
Q1 | $181M | Sell |
1,103,090
-170,772
| -13% | -$28M | 0.23% | 130 |
|
|
2016
Q4 | $204M | Sell |
1,273,862
-65,634
| -5% | -$9.8M | 0.27% | 97 |
|
|
2016
Q3 | $188M | Sell |
1,339,496
-222,600
| -14% | -$31.2M | 0.25% | 110 |
|
|
2016
Q2 | $221M | Sell |
1,562,096
-49,742
| -3% | -$6.63M | 0.3% | 84 |
|
|
2016
Q1 | $208M | Sell |
1,611,838
-734,571
| -31% | -$86.9M | 0.29% | 97 |
|
|
2015
Q4 | $276M | Buy |
2,346,409
+925,134
| +65% | +$108M | 0.36% | 71 |
|
|
2015
Q3 | $165M | Buy |
1,421,275
+676,228
| +91% | +$80.9M | 0.21% | 132 |
|
|
2015
Q2 | $90.9M | Sell |
745,047
-199,305
| -21% | -$23.6M | 0.1% | 282 |
|
|
2015
Q1 | $112M | Buy |
944,352
+558,020
| +144% | +$62M | 0.12% | 251 |
|
|
2014
Q4 | $39.1M | Sell |
386,332
-149,423
| -28% | -$14.2M | 0.04% | 479 |
|
|
2014
Q3 | $46.2M | Sell |
535,755
-37,304
| -7% | -$3.15M | 0.05% | 448 |
|
|
2014
Q2 | $46.8M | Sell |
573,059
-123,183
| -18% | -$9.69M | 0.05% | 447 |
|
|
2014
Q1 | $57.1M | Buy |
696,242
+19,038
| +3% | +$1.43M | 0.06% | 400 |
|
|
2013
Q4 | $51M | Buy |
677,204
+5,768
| +0.9% | +$414K | 0.05% | 422 |
|
|
2013
Q3 | $48.1M | Buy |
671,436
+2,621
| +0.4% | +$188K | 0.05% | 418 |
|
|
2013
Q2 | $43.8M | Buy |
+668,815
| New | +$41.6M | 0.05% | 419 |
|
Other funds holding UNH
VCM
VPM
Neuberger Berman Group's UNH Position: Q1 2026 in Review
Neuberger Berman Group increased its UnitedHealth (UNH) stake by 5% in Q1 2026, buying an estimated $11.1M and bringing the position to 777,966 shares worth $210M. The position accounts for 0.16% of the portfolio, ranked #136.
Neuberger Berman Group first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $850M in Q4 2023. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Neuberger Berman Group held 777,966 shares of UnitedHealth worth $210M as of Q1 2026.
- Neuberger Berman Group bought 37,334 UnitedHealth shares in Q1 2026, an estimated $11.1M.
- UnitedHealth made up 0.16% of Neuberger Berman Group's portfolio in Q1 2026, its #136 holding.
- Neuberger Berman Group first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Neuberger Berman Group's UnitedHealth position peaked at $850M in Q4 2023.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.