Beacon Capital Management LLC (Tennessee)’s UnitedHealth UNH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-403	Closed	-$126K	–	948
2025 Q2	$126K	Sell	403 -33	-8%	-$12.6K	0.02%	171
2025 Q1	$228K	Buy	436 +32	+8%	+$16.4K	0.03%	114
2024 Q4	$204K	Sell	404 -48	-11%	-$27.3K	0.03%	115
2024 Q3	$264K	Buy	452 +175	+63%	+$99K	0.04%	100
2024 Q2	$141K	Buy	277 +2	+0.7%	+$980	0.03%	134
2024 Q1	$136K	Buy	275 +65	+31%	+$33K	0.03%	137
2023 Q4	$106K	Sell	210 -182	-46%	-$97.1K	0.03%	138
2023 Q3	$188K	Hold	392	–	–	0.05%	97
2023 Q2	$188K	Buy	392 +110	+39%	+$53.8K	0.05%	97
2023 Q1	$133K	Sell	282 -13	-4%	-$6.27K	0.04%	110
2022 Q4	$156K	Buy	295 +129	+78%	+$68.3K	0.05%	107
2022 Q3	$85K	Buy	166 +20	+14%	+$10.5K	0.03%	159
2022 Q2	$74K	Hold	146	–	–	0.02%	193
2022 Q1	$74K	Buy	+146	New	+$70.4K	0.02%	193

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s UNH Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 403 shares — an estimated $126K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UNH in Q1 2022 and held it in 14 quarters. The position peaked at $264K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 403 UnitedHealth shares in Q3 2025, an estimated $126K.
Beacon Capital Management LLC (Tennessee) first reported a position in UnitedHealth in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s UnitedHealth position peaked at $264K in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.