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Barrett & Company’s UnitedHealth UNH Stock Holding History

Barrett & Company’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 		$266K Sell
640
-44
-6% -$16.3K 0.07% 143
2026
Q1 		$185K Buy
684
+203
+42% +$60.5K 0.06% 157
2025
Q4 		$159K Sell
481
-664
-58% -$225K 0.05% 173
2025
Q3 		$395K Sell
1,145
-36
-3% -$10.9K 0.14% 95
2025
Q2 		$368K Buy
1,181
+262
+29% +$100K 0.14% 100
2025
Q1 		$481K Hold
919
– – 0.21% 82
2024
Q4 		$465K Hold
919
– – 0.2% 80
2024
Q3 		$537K Hold
919
– – 0.23% 76
2024
Q2 		$468K Sell
919
-100
-10% -$49K 0.21% 78
2024
Q1 		$504K Sell
1,019
-45
-4% -$22.9K 0.24% 75
2023
Q4 		$560K Buy
1,064
+165
+18% +$88K 0.3% 64
2023
Q3 		$453K Hold
899
– – 0.27% 74
2023
Q2 		$432K Buy
899
+245
+37% +$120K 0.25% 78
2023
Q1 		$309K Sell
654
-161
-20% -$77.7K 0.2% 93
2022
Q4 		$432K Hold
815
– – 0.29% 72
2022
Q3 		$432K Buy
+815
New +$429K 0.29% 72

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Barrett & Company's UNH Position: Q2 2026 in Review

Barrett & Company reduced its UnitedHealth (UNH) stake by 6.4% in Q2 2026, selling an estimated $16.3K and leaving 640 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #143.

Barrett & Company first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. The position peaked at $560K in Q4 2023. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Barrett & Company held 640 shares of UnitedHealth worth $266K as of Q2 2026.
  • Barrett & Company sold 44 UnitedHealth shares in Q2 2026, an estimated $16.3K.
  • UnitedHealth made up 0.07% of Barrett & Company's portfolio in Q2 2026, its #143 holding.
  • Barrett & Company first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's UnitedHealth position peaked at $560K in Q4 2023.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.