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Van Den Berg Management I’s UnitedHealth UNH Stock Holding History

Van Den Berg Management I’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 		$7.82M Buy
28,888
+2,765
+11% +$823K 1.79% 22
2025
Q4 		$8.62M Buy
26,123
+283
+1% +$95.9K 1.98% 19
2025
Q3 		$8.92M Buy
25,840
+6,997
+37% +$2.12M 2.24% 17
2025
Q2 		$5.88M Buy
18,843
+8,793
+87% +$3.36M 1.67% 24
2025
Q1 		$5.26M Buy
10,050
+522
+5% +$267K 1.61% 26
2024
Q4 		$4.82M Buy
9,528
+26
+0.3% +$14.8K 1.39% 28
2024
Q3 		$5.56M Sell
9,502
-657
-6% -$372K 1.61% 23
2024
Q2 		$5.17M Buy
10,159
+4,245
+72% +$2.08M 1.54% 24
2024
Q1 		$2.93M Buy
5,914
+3,195
+118% +$1.62M 0.86% 35
2023
Q4 		$1.43M Sell
2,719
-17
-0.6% -$9.07K 0.48% 40
2023
Q3 		$1.38M Buy
2,736
+1,335
+95% +$657K 0.48% 40
2023
Q2 		$673K Buy
+1,401
New +$685K 0.24% 59
2022
Q4 		– Sell
-2,776
Closed -$1.4M – 112
2022
Q3 		$1.4M Sell
2,776
-106
-4% -$55.7K 0.42% 43
2022
Q2 		$1.48M Sell
2,882
-290
-9% -$146K 0.39% 42
2022
Q1 		$1.62M Sell
3,172
-2,223
-41% -$1.07M 0.36% 42
2021
Q4 		$2.71M Sell
5,395
-121
-2% -$54.8K 0.49% 41
2021
Q3 		$2.15M Hold
5,516
– – 0.42% 42
2021
Q2 		$2.21M Hold
5,516
– – 0.43% 43
2021
Q1 		$2.05M Buy
5,516
+78
+1% +$27K 0.45% 40
2020
Q4 		$1.91M Buy
+5,438
New +$1.82M 0.48% 38

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

Van Den Berg Management I's UNH Position: Q1 2026 in Review

Van Den Berg Management I increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $823K and bringing the position to 28,888 shares worth $7.82M. The position accounts for 1.79% of the portfolio, ranked #22.

Van Den Berg Management I first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.92M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Van Den Berg Management I held 28,888 shares of UnitedHealth worth $7.82M as of Q1 2026.
  • Van Den Berg Management I bought 2,765 UnitedHealth shares in Q1 2026, an estimated $823K.
  • UnitedHealth made up 1.79% of Van Den Berg Management I's portfolio in Q1 2026, its #22 holding.
  • Van Den Berg Management I first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • Van Den Berg Management I's UnitedHealth position peaked at $8.92M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.