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 Q2	$11.5M	Sell	27,680 -1,208	-4%	-$448K	2.43%	11
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Van Den Berg Management I's UNH Position: Q2 2026 in Review

Van Den Berg Management I reduced its UnitedHealth (UNH) stake by 4.2% in Q2 2026, selling an estimated $448K and leaving 27,680 shares worth $11.5M. The position accounts for 2.43% of the portfolio, ranked #11.

Van Den Berg Management I first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Van Den Berg Management I held 27,680 shares of UnitedHealth worth $11.5M as of Q2 2026.
Van Den Berg Management I sold 1,208 UnitedHealth shares in Q2 2026, an estimated $448K.
UnitedHealth made up 2.43% of Van Den Berg Management I's portfolio in Q2 2026, its #11 holding.
Van Den Berg Management I first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.