Jim Cramer Highlighted 25 Stocks Like Apple, UnitedHealth, and the Rotation into Defensive Sectors
In this article, we will look at the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 17,526,516 | $2,295,097,372 | +2% | 0.78% |
| 2. | Viking Global Andreas Halvorsen | 4,419,923 | $578,788,917 | -26% | 1.62% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 3,146,555 | $412,041,377 | -7% | 6.28% |
| 4. | AQR Capital Management Cliff Asness | 2,996,781 | $385,386,115 | +51% | 0.18% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 2,312,865 | $302,869,672 | +28% | 0.39% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $131.94 | 7,665 | $1,011,320.10 | 37,602 | 2026-02-05 | Filing | |
| $41.40 | 6,220 | $257,508.00 | 12,860 | 2019-08-26 | Filing | |
| $36.41 | 12,000 | $436,916.40 | 21,625 | 2017-11-17 | Filing | |
| $36.80 | 27,300 | $1,004,626.35 | 634,732 | 2017-11-24 | Filing | |
| $36.00 | 20,000 | $720,000.00 | 286,842 | 2017-11-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $146.20 | 1,800 | $263,160.00 | 26,215 | 2026-06-09 | Filing | |
| $145.50 | 4,274 | $621,867.00 | 28,015 | 2026-05-14 | Filing | |
| $141.27 | 900 | $127,143.00 | 57,059 | 2026-05-08 | Filing | |
| $140.51 | 25,138 | $3,532,140.38 | 57,959 | 2026-05-08 | Filing | |
| $141.55 | 14,701 | $2,080,926.55 | 83,097 | 2026-05-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 57,506,214 | $7,530,438,723 | 4.14% | |
| 2. | 51,303,142 | $6,718,146,496 | 0.12% | |
| 3. | 39,771,749 | $5,208,110,532 | 0.12% | |
| 4. | 27,662,554 | $3,633,287,653 | 0.13% | |
| 5. | 20,059,226 | $2,626,755,645 | 0.13% |