Richard Bernstein Advisors’s UnitedHealth UNH Stock Holding History

Richard Bernstein Advisors’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	$1.97M	Hold	7,289	–	–	0.06%	79
2025 Q4	$2.41M	Sell	7,289 -771	-10%	-$261K	0.07%	51
2025 Q3	$2.78M	Sell	8,060 -12,100	-60%	-$3.66M	0.08%	55
2025 Q2	$6.29M	Sell	20,160 -14	-0.1%	-$5.35K	0.16%	49
2025 Q1	$10.6M	Sell	20,174 -888	-4%	-$454K	0.26%	34
2024 Q4	$10.7M	Hold	21,062	–	–	0.24%	41
2024 Q3	$12.3M	Sell	21,062 -1,432	-6%	-$810K	0.26%	38
2024 Q2	$11.5M	Buy	22,494 +1	+0%	+$490	0.25%	42
2024 Q1	$11.1M	Hold	22,493	–	–	0.24%	42
2023 Q4	$11.8M	Buy	22,493 +4,988	+28%	+$2.66M	0.26%	39
2023 Q3	$8.83M	Sell	17,505 -2,385	-12%	-$1.17M	0.2%	45
2023 Q2	$9.56M	Hold	19,890	–	–	0.2%	38
2023 Q1	$9.4M	Hold	19,890	–	–	0.2%	41
2022 Q4	$10.5M	Sell	19,890 -3,017	-13%	-$1.6M	0.24%	40
2022 Q3	$11.6M	Sell	22,907 -1,448	-6%	-$761K	0.29%	37
2022 Q2	$12.5M	Buy	24,355 +9	+0%	+$4.52K	0.27%	39
2022 Q1	$12.4M	Hold	24,346	–	–	0.25%	48
2021 Q4	$12.2M	Buy	24,346 +7,216	+42%	+$3.27M	0.24%	47
2021 Q3	$6.69M	Buy	17,130 +896	+6%	+$371K	0.14%	68
2021 Q2	$6.5M	Hold	16,234	–	–	0.13%	64
2021 Q1	$6.04M	Sell	16,234 -14,057	-46%	-$4.87M	0.14%	63
2020 Q4	$10.6M	Hold	30,291	–	–	0.26%	38
2020 Q3	$9.44M	Hold	30,291	–	–	0.27%	33
2020 Q2	$8.93M	Sell	30,291 -19,188	-39%	-$5.5M	0.28%	32
2020 Q1	$12.3M	Sell	49,479 -3,616	-7%	-$995K	0.44%	20
2019 Q4	$15.6M	Hold	53,095	–	–	0.5%	20
2019 Q3	$11.5M	Hold	53,095	–	–	0.38%	22
2019 Q2	$13M	Hold	53,095	–	–	0.43%	22
2019 Q1	$13.1M	Buy	53,095 +14,165	+36%	+$3.61M	0.43%	20
2018 Q4	$9.7M	Hold	38,930	–	–	0.36%	44
2018 Q3	$10.4M	Buy	38,930 +35,992	+1,225%	+$9.36M	0.3%	52
2018 Q2	$721K	Buy	2,938 +942	+47%	+$226K	0.02%	291
2018 Q1	$427K	Hold	1,996	–	–	0.02%	270
2017 Q4	$440K	Buy	+1,996	New	+$423K	0.02%	214
2016 Q1	–	Sell	-33,643	Closed	-$3.96M	–	272
2015 Q4	$3.96M	Hold	33,643	–	–	0.51%	75
2015 Q3	$3.9M	Hold	33,643	–	–	0.53%	69
2015 Q2	$4.1M	Buy	33,643 +5,964	+22%	+$705K	0.5%	81
2015 Q1	$3.27M	Hold	27,679	–	–	0.43%	88
2014 Q4	$2.8M	Hold	27,679	–	–	0.29%	128
2014 Q3	$2.39M	Hold	27,679	–	–	0.25%	130
2014 Q2	$2.26M	Hold	27,679	–	–	0.27%	132
2014 Q1	$2.27M	Buy	27,679 +3,265	+13%	+$246K	0.32%	103
2013 Q4	$1.84M	Hold	24,414	–	–	0.37%	91
2013 Q3	$1.75M	Hold	24,414	–	–	0.52%	48
2013 Q2	$1.6M	Buy	+24,414	New	+$1.52M	0.53%	50

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

Richard Bernstein Advisors's UNH Position: Q1 2026 in Review

Richard Bernstein Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 7,289 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #79.

Richard Bernstein Advisors first reported a position in UNH in Q2 2013 and has held it in 45 quarters since. The position peaked at $15.6M in Q4 2019. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Richard Bernstein Advisors held 7,289 shares of UnitedHealth worth $1.97M as of Q1 2026.
Richard Bernstein Advisors left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.06% of Richard Bernstein Advisors's portfolio in Q1 2026, its #79 holding.
Richard Bernstein Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 45 quarters since.
Richard Bernstein Advisors's UnitedHealth position peaked at $15.6M in Q4 2019.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.