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Baron Wealth Management’s UnitedHealth UNH Stock Holding History

Baron 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 		$813K Buy
1,957
+540
+38% +$200K 0.21% 64
2026
Q1 		$384K Sell
1,417
-657
-32% -$196K 0.11% 145
2025
Q4 		$685K Buy
2,074
+146
+8% +$49.5K 0.21% 67
2025
Q3 		$666K Buy
1,928
+915
+90% +$277K 0.22% 64
2025
Q2 		$316K Sell
1,013
-473
-32% -$181K 0.11% 136
2025
Q1 		$778K Sell
1,486
-359
-19% -$184K 0.34% 38
2024
Q4 		$933K Sell
1,845
-78
-4% -$44.3K 0.44% 29
2024
Q3 		$1.12M Buy
1,923
+467
+32% +$264K 0.54% 17
2024
Q2 		$742K Sell
1,456
-34
-2% -$16.7K 0.38% 32
2024
Q1 		$737K Buy
1,490
+36
+2% +$18.3K 0.39% 33
2023
Q4 		$765K Buy
1,454
+9
+0.6% +$4.8K 0.42% 28
2023
Q3 		$729K Buy
1,445
+31
+2% +$15.3K 0.47% 27
2023
Q2 		$680K Buy
1,414
+11
+0.8% +$5.38K 0.43% 29
2023
Q1 		$663K Buy
1,403
+18
+1% +$8.69K 0.47% 26
2022
Q4 		$734K Buy
+1,385
New +$734K 0.56% 24

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Baron Wealth Management's UNH Position: Q2 2026 in Review

Baron Wealth Management increased its UnitedHealth (UNH) stake by 38% in Q2 2026, buying an estimated $200K and bringing the position to 1,957 shares worth $813K. The position accounts for 0.21% of the portfolio, ranked #64.

Baron Wealth Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Baron Wealth Management held 1,957 shares of UnitedHealth worth $813K as of Q2 2026.
  • Baron Wealth Management bought 540 UnitedHealth shares in Q2 2026, an estimated $200K.
  • UnitedHealth made up 0.21% of Baron Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Baron Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's UnitedHealth position peaked at $1.12M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.