Barlow Wealth Partners’s UnitedHealth UNH Stock Holding History

Barlow Wealth Partners’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	$1.04M	Hold	2,448	–	–	0.11%	60
2026 Q1	$795K	Sell	2,448 -84	-3%	-$25K	0.09%	65
2025 Q4	$871K	Sell	2,532 -15	-0.6%	-$5.08K	0.09%	63
2025 Q3	$921K	Sell	2,547 -23,852	-90%	-$7.21M	0.1%	61
2025 Q2	$8.12M	Sell	26,399 -21,061	-44%	-$8.05M	0.97%	34
2025 Q1	$19.9M	Buy	47,460 +10,756	+29%	+$5.5M	2.61%	14
2024 Q4	$19.9M	Buy	36,704 +2,250	+7%	+$1.28M	2.52%	13
2024 Q3	$20.1M	Buy	34,454 +507	+1%	+$287K	2.63%	11
2024 Q2	$19M	Buy	33,947 +1,001	+3%	+$491K	2.63%	10
2024 Q1	$14.5M	Buy	32,946 +1,330	+4%	+$676K	1.97%	17
2023 Q4	$16.6M	Buy	+31,616	New	+$16.9M	2.37%	13

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Barlow Wealth Partners's UNH Position: Q2 2026 in Review

Barlow Wealth Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 2,448 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #60.

Barlow Wealth Partners first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.1M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Barlow Wealth Partners held 2,448 shares of UnitedHealth worth $1.04M as of Q2 2026.
Barlow Wealth Partners left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.11% of Barlow Wealth Partners's portfolio in Q2 2026, its #60 holding.
Barlow Wealth Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's UnitedHealth position peaked at $20.1M in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.