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Beacon Financial Advisory’s UnitedHealth UNH Stock Holding History

Beacon Financial Advisory’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
Q1 		$204K Sell
754
-3
-0.4% -$893 0.05% 393
2025
Q4 		$250K Buy
+757
New +$257K 0.06% 329
2025
Q2 		– Sell
-390
Closed -$204K – 369
2025
Q1 		$204K Buy
+390
New +$199K 0.06% 317

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beacon Financial Advisory's UNH Position: Q1 2026 in Review

Beacon Financial Advisory reduced its UnitedHealth (UNH) stake by 0.4% in Q1 2026, selling an estimated $893 and leaving 754 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #393.

Beacon Financial Advisory first reported a position in UNH in Q1 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Beacon Financial Advisory held 754 shares of UnitedHealth worth $204K as of Q1 2026.
  • Beacon Financial Advisory sold 3 UnitedHealth shares in Q1 2026, an estimated $893.
  • UnitedHealth made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #393 holding.
  • Beacon Financial Advisory first reported a position in UnitedHealth in Q1 2025 and has held it in 3 quarters since.
  • Beacon Financial Advisory's UnitedHealth position peaked at $250K in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.