Barnes Dennig Private Wealth Management’s UnitedHealth UNH Stock Holding History

Barnes Dennig Private Wealth Management’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	$68.6K	Buy	165 +4	+2%	+$1.48K	0.05%	141
2026 Q1	$43.6K	Hold	161	–	–	0.04%	147
2025 Q4	$53.1K	Buy	161 +14	+10%	+$4.74K	0.05%	142
2025 Q3	$50.8K	Buy	147 +4	+3%	+$1.21K	0.05%	141
2025 Q2	$44.6K	Sell	143 -180	-56%	-$68.8K	0.05%	133
2025 Q1	$169K	Buy	+323	New	+$165K	0.26%	43

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Barnes Dennig Private Wealth Management's UNH Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its UnitedHealth (UNH) stake by 2.5% in Q2 2026, buying an estimated $1.48K and bringing the position to 165 shares worth $68.6K. The position accounts for 0.05% of the portfolio, ranked #141.

Barnes Dennig Private Wealth Management first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $169K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Barnes Dennig Private Wealth Management held 165 shares of UnitedHealth worth $68.6K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
UnitedHealth made up 0.05% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #141 holding.
Barnes Dennig Private Wealth Management first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's UnitedHealth position peaked at $169K in Q1 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.