Baron Silver Stevens Financial Advisors’s UnitedHealth UNH Stock Holding History

Baron Silver Stevens Financial Advisors’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	$650K	Hold	1,565	–	–	0.08%	80
2026 Q1	$423K	Buy	1,565 +791	+102%	+$236K	0.06%	91
2025 Q4	$256K	Buy	774 +82	+12%	+$27.8K	0.04%	117
2025 Q3	$239K	Sell	692 -333	-32%	-$101K	0.04%	128
2025 Q2	$320K	Buy	1,025 +427	+71%	+$163K	0.05%	103
2025 Q1	$313K	Sell	598 -137	-19%	-$70K	0.05%	94
2024 Q4	$372K	Hold	735	–	–	0.06%	82
2024 Q3	$430K	Buy	735 +50	+7%	+$28.3K	0.08%	75
2024 Q2	$349K	Sell	685 -308	-31%	-$151K	0.07%	80
2024 Q1	$491K	Buy	993 +225	+29%	+$114K	0.09%	69
2023 Q4	$404K	Buy	768 +331	+76%	+$177K	0.08%	69
2023 Q3	$220K	Buy	+437	New	+$215K	0.05%	98
2022 Q3	–	Sell	-787	Closed	-$404K	–	147
2022 Q2	$404K	Buy	+787	New	+$395K	0.1%	66
2021 Q3	–	Sell	-718	Closed	-$287K	–	87
2021 Q2	$287K	Buy	+718	New	+$286K	0.08%	67
2021 Q1	–	Sell	-130	Closed	-$45K	–	439
2020 Q4	$45K	Buy	+130	New	+$43.6K	0.02%	145

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Baron Silver Stevens Financial Advisors's UNH Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 1,565 shares worth $650K. The position accounts for 0.08% of the portfolio, ranked #80.

Baron Silver Stevens Financial Advisors first reported a position in UNH in Q4 2020 and has held it in 15 quarters since. 1,801 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,565 shares of UnitedHealth worth $650K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.08% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #80 holding.
Baron Silver Stevens Financial Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 15 quarters since.
1,801 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.