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Minnetonka Today
By the People, for the People
Berry Wealth Group Trims UnitedHealth Group Stake
Institutional investor reduces holdings in healthcare giant by 85% in Q3
Published on Mar. 6, 2026
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Berry Wealth Group LP, an institutional investor, reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 85% in the third quarter, according to a recent SEC filing. The firm now owns 772 shares of the healthcare conglomerate's stock, down from 5,155 shares previously.
Why it matters
UnitedHealth Group is one of the largest and most influential healthcare companies in the United States. Changes in institutional ownership of the stock can provide insights into broader market trends and investor sentiment around the company and the healthcare sector.
The details
According to the filing, Berry Wealth Group LP sold 4,383 shares of UnitedHealth Group stock during the third quarter. The firm's remaining position of 772 shares represents approximately 0.9% of its total portfolio. UnitedHealth Group is the 25th largest holding for Berry Wealth Group LP.
- Berry Wealth Group LP filed the 13F report disclosing the changes in its UnitedHealth Group holdings on March 6, 2026.
- The filing covers the third quarter of 2025.
The players
Berry Wealth Group LP
An institutional investor that manages a portfolio of stocks, including a position in UnitedHealth Group.
UnitedHealth Group Incorporated
A diversified healthcare company that operates two primary business platforms: UnitedHealthcare and Optum.
What they’re saying
“We must not let individuals continue to damage private property in San Francisco.”
— Robert Jenkins, San Francisco resident (San Francisco Chronicle)
The takeaway
This filing highlights the ongoing shifts in institutional ownership of UnitedHealth Group, one of the most prominent healthcare companies in the US. Investors will likely continue to monitor changes in major shareholders' positions as they assess the company's performance and outlook.
