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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
Q2 		$350K Buy
843
+89
+12% +$33K 0.07% 303
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 $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 $3.38T AUM 44.17% 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

Beacon Financial Advisory's UNH Position: Q2 2026 in Review

Beacon Financial Advisory increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $33K and bringing the position to 843 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #303.

Beacon Financial Advisory first reported a position in UNH in Q1 2025 and has held it in 4 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beacon Financial Advisory held 843 shares of UnitedHealth worth $350K as of Q2 2026.
  • Beacon Financial Advisory bought 89 UnitedHealth shares in Q2 2026, an estimated $33K.
  • UnitedHealth made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #303 holding.
  • Beacon Financial Advisory first reported a position in UnitedHealth in Q1 2025 and has held it in 4 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.