Richard Bernstein Advisors Trims UnitedHealth Group Holdings

Asset management firm reduces stake in healthcare conglomerate by 60% in Q3

Published on Mar. 10, 2026

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Richard Bernstein Advisors LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 60.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,060 shares of the healthcare conglomerate's stock after selling 12,100 shares during the period.

Why it matters

UnitedHealth Group is one of the largest healthcare companies in the U.S., providing insurance and other services. Changes in major institutional investors' holdings can signal shifts in market sentiment around the company.

The details

According to the 13F filing, Richard Bernstein Advisors reduced its stake in UnitedHealth Group from 20,160 shares to 8,060 shares during Q3 2026, a 60% decrease. The firm's holdings in UnitedHealth were valued at $2.783 million at the end of the reporting period.

  • Richard Bernstein Advisors filed the 13F report for Q3 2026.

The players

Richard Bernstein Advisors LLC

An asset management firm that provides investment advisory services.

UnitedHealth Group Incorporated

A diversified healthcare company that operates the UnitedHealthcare insurance business and the Optum health services division.

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The takeaway

This filing indicates that a major institutional investor has reduced its exposure to UnitedHealth Group, which could signal broader market concerns about the healthcare sector or the company's outlook. However, without additional context, it's difficult to draw firm conclusions about the reasons behind the portfolio change.